FC
SW

Fairscale Capital’s Smurfit Westrock SW Stock Holding History

Fairscale Capital’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
2025
Q4 		– Sell
-550
Closed -$23.4K – 469
2025
Q3 		$23.4K Hold
550
– – 0.02% 261
2025
Q2 		$24.4K Hold
550
– – 0.02% 251
2025
Q1 		$24.8K Hold
550
– – 0.02% 204
2024
Q4 		$29.6K Hold
550
– – 0.03% 188
2024
Q3 		$27.2K Buy
+550
New +$25K 0.02% 203

Other funds holding SW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
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
CCM
Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fairscale Capital's SW Position: Q4 2025 in Review

Fairscale Capital sold out of Smurfit Westrock (SW) in Q4 2025, closing a stake of 550 shares — an estimated $23.4K sold.

Fairscale Capital first reported a position in SW in Q3 2024 and held it in 5 quarters. The position peaked at $29.6K in Q4 2024. 594 funds tracked by Wall St. Rank hold SW as of Q4 2025.

  • Fairscale Capital reported no remaining Smurfit Westrock position as of Q4 2025 after selling out during the quarter.
  • Fairscale Capital sold 550 Smurfit Westrock shares in Q4 2025, an estimated $23.4K.
  • Fairscale Capital first reported a position in Smurfit Westrock in Q3 2024 and held it in 5 quarters.
  • Fairscale Capital's Smurfit Westrock position peaked at $29.6K in Q4 2024.
  • 594 funds tracked by Wall St. Rank held Smurfit Westrock as of Q4 2025.

Based on Fairscale Capital's 13F filing for Q4 2025, filed 17 Feb 2026.