EI
SW

Ethic Inc’s Smurfit Westrock SW Stock Holding History

Ethic Inc’s Portfolio SW Stock Details SW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-18,576
Closed -$718K – 1338
2025
Q4 		$718K Sell
18,576
-8,444
-31% -$322K 0.01% 738
2025
Q3 		$1.15M Sell
27,020
-14,083
-34% -$637K 0.02% 587
2025
Q2 		$1.77M Buy
41,103
+254
+0.6% +$10.9K 0.03% 466
2025
Q1 		$1.86M Buy
40,849
+3,387
+9% +$172K 0.04% 433
2024
Q4 		$2.02M Buy
+37,462
New +$1.91M 0.04% 418

Other funds holding SW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
CCM
Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Ethic Inc's SW Position: Q1 2026 in Review

Ethic Inc sold out of Smurfit Westrock (SW) in Q1 2026, closing a stake of 18,576 shares — an estimated $718K sold.

Ethic Inc first reported a position in SW in Q4 2024 and held it in 5 quarters. The position peaked at $2.02M in Q4 2024. 612 funds tracked by Wall St. Rank hold SW as of Q1 2026.

  • Ethic Inc reported no remaining Smurfit Westrock position as of Q1 2026 after selling out during the quarter.
  • Ethic Inc sold 18,576 Smurfit Westrock shares in Q1 2026, an estimated $718K.
  • Ethic Inc first reported a position in Smurfit Westrock in Q4 2024 and held it in 5 quarters.
  • Ethic Inc's Smurfit Westrock position peaked at $2.02M in Q4 2024.
  • 612 funds tracked by Wall St. Rank held Smurfit Westrock as of Q1 2026.

Based on Ethic Inc's 13F filing for Q1 2026, filed 27 Apr 2026.