Gateway Investment Advisers’s Smurfit Westrock SW Stock Holding History

Gateway Investment Advisers’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 Q2	$6.69M	Sell	144,567 -26,699	-16%	-$1.1M	0.07%	155
2026 Q1	$6.82M	Sell	171,266 -20,011	-10%	-$863K	0.08%	146
2025 Q4	$7.4M	Buy	191,277 +48,671	+34%	+$1.86M	0.07%	161
2025 Q3	$6.07M	Buy	142,606 +99	+0.1%	+$4.48K	0.06%	179
2025 Q2	$6.15M	Sell	142,507 -201	-0.1%	-$8.6K	0.07%	174
2025 Q1	$6.43M	Sell	142,708 -7,180	-5%	-$364K	0.07%	165
2024 Q4	$8.07M	Buy	149,888 +6,973	+5%	+$355K	0.09%	142
2024 Q3	$7.06M	Buy	+142,915	New	+$6.5M	0.08%	165

Other funds holding SW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

CCM

Causeway Capital Management Los Angeles, California $9.24B AUM 21.27% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Gateway Investment Advisers's SW Position: Q2 2026 in Review

Gateway Investment Advisers reduced its Smurfit Westrock (SW) stake by 16% in Q2 2026, selling an estimated $1.1M and leaving 144,567 shares worth $6.69M. The position accounts for 0.07% of the portfolio, ranked #155.

Gateway Investment Advisers first reported a position in SW in Q3 2024 and has held it in 8 quarters since. The position peaked at $8.07M in Q4 2024. 640 funds tracked by Wall St. Rank hold SW as of Q2 2026.

Gateway Investment Advisers held 144,567 shares of Smurfit Westrock worth $6.69M as of Q2 2026.
Gateway Investment Advisers sold 26,699 Smurfit Westrock shares in Q2 2026, an estimated $1.1M.
Smurfit Westrock made up 0.07% of Gateway Investment Advisers's portfolio in Q2 2026, its #155 holding.
Gateway Investment Advisers first reported a position in Smurfit Westrock in Q3 2024 and has held it in 8 quarters since.
Gateway Investment Advisers's Smurfit Westrock position peaked at $8.07M in Q4 2024.
640 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2026.

Based on Gateway Investment Advisers's 13F filing for Q2 2026, filed 20 Jul 2026.