GRP
SW

Global Retirement Partners’s Smurfit Westrock SW Stock Holding History

Global Retirement Partners’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 		$433K Buy
+9,355
New +$386K 0.01% 1109
2025
Q4 		$310K Buy
8,025
+6,269
+357% +$239K 0.01% 1225
2025
Q3 		$74.8K Buy
1,756
+138
+9% +$6.25K ﹤0.01% 1674
2025
Q2 		$69.8K Buy
+1,618
New +$69.2K ﹤0.01% 1598
2024
Q4 		$93.1K Sell
1,728
-46
-3% -$2.34K ﹤0.01% 1309
2024
Q3 		$87.7K Buy
+1,774
New +$80.7K ﹤0.01% 1302

Other funds holding SW

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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
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
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Global Retirement Partners's SW Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Smurfit Westrock (SW) in Q2 2026: 9,355 shares worth $433K. The stake represents 0.01% of the portfolio and ranks #1109 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in SW as recently as Q4 2025.

Global Retirement Partners first reported a position in SW in Q3 2024 and has held it in 6 quarters since. 639 funds tracked by Wall St. Rank hold SW as of Q2 2026.

  • Global Retirement Partners held 9,355 shares of Smurfit Westrock worth $433K as of Q2 2026.
  • Smurfit Westrock was a new Global Retirement Partners position in Q2 2026.
  • Smurfit Westrock made up 0.01% of Global Retirement Partners's portfolio in Q2 2026, its #1109 holding.
  • Global Retirement Partners first reported a position in Smurfit Westrock in Q3 2024 and has held it in 6 quarters since.
  • 639 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.