FFM
SW

Fisher Funds Management’s Smurfit Westrock SW Stock Holding History

Fisher Funds Management’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
-93,963
Closed -$4.05M – 185
2025
Q2 		$4.05M Sell
93,963
-62,481
-40% -$2.67M 0.1% 124
2025
Q1 		$7.05M Hold
156,444
– – 0.17% 101
2024
Q4 		$8.43M Buy
+156,444
New +$7.97M 0.2% 87

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

Fisher Funds Management's SW Position: Q3 2025 in Review

Fisher Funds Management sold out of Smurfit Westrock (SW) in Q3 2025, closing a stake of 93,963 shares — an estimated $4.05M sold.

Fisher Funds Management first reported a position in SW in Q4 2024 and held it in 3 quarters. The position peaked at $8.43M in Q4 2024. 599 funds tracked by Wall St. Rank hold SW as of Q3 2025.

  • Fisher Funds Management reported no remaining Smurfit Westrock position as of Q3 2025 after selling out during the quarter.
  • Fisher Funds Management sold 93,963 Smurfit Westrock shares in Q3 2025, an estimated $4.05M.
  • Fisher Funds Management first reported a position in Smurfit Westrock in Q4 2024 and held it in 3 quarters.
  • Fisher Funds Management's Smurfit Westrock position peaked at $8.43M in Q4 2024.
  • 599 funds tracked by Wall St. Rank held Smurfit Westrock as of Q3 2025.

Based on Fisher Funds Management's 13F filing for Q3 2025, filed 29 Oct 2025.