FT
SW

Fiduciary Trust’s Smurfit Westrock SW Stock Holding History

Fiduciary Trust’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
Q3 		– Sell
-5,934
Closed -$256K – 883
2025
Q2 		$256K Buy
5,934
+416
+8% +$17.8K ﹤0.01% 721
2025
Q1 		$249K Sell
5,518
-97
-2% -$4.92K ﹤0.01% 717
2024
Q4 		$302K Sell
5,615
-392
-7% -$20K ﹤0.01% 572
2024
Q3 		$297K Buy
+6,007
New +$273K ﹤0.01% 565

Other funds holding SW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Fiduciary Trust's SW Position: Q3 2025 in Review

Fiduciary Trust sold out of Smurfit Westrock (SW) in Q3 2025, closing a stake of 5,934 shares — an estimated $256K sold.

Fiduciary Trust first reported a position in SW in Q3 2024 and held it in 4 quarters. The position peaked at $302K in Q4 2024. 599 funds tracked by Wall St. Rank hold SW as of Q3 2025.

  • Fiduciary Trust reported no remaining Smurfit Westrock position as of Q3 2025 after selling out during the quarter.
  • Fiduciary Trust sold 5,934 Smurfit Westrock shares in Q3 2025, an estimated $256K.
  • Fiduciary Trust first reported a position in Smurfit Westrock in Q3 2024 and held it in 4 quarters.
  • Fiduciary Trust's Smurfit Westrock position peaked at $302K in Q4 2024.
  • 599 funds tracked by Wall St. Rank held Smurfit Westrock as of Q3 2025.

Based on Fiduciary Trust's 13F filing for Q3 2025, filed 14 Nov 2025.