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
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

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

Global Retirement Partners's SW Position: Q4 2025 in Review

Global Retirement Partners increased its Smurfit Westrock (SW) stake by 357% in Q4 2025, buying an estimated $239K and bringing the position to 8,025 shares worth $310K. The position accounts for 0.01% of the portfolio, ranked #1225.

Global Retirement Partners first reported a position in SW in Q3 2024 and has held it in 5 quarters since. 594 funds tracked by Wall St. Rank hold SW as of Q4 2025.

  • Global Retirement Partners held 8,025 shares of Smurfit Westrock worth $310K as of Q4 2025.
  • Global Retirement Partners bought 6,269 Smurfit Westrock shares in Q4 2025, an estimated $239K.
  • Smurfit Westrock made up 0.01% of Global Retirement Partners's portfolio in Q4 2025, its #1225 holding.
  • Global Retirement Partners first reported a position in Smurfit Westrock in Q3 2024 and has held it in 5 quarters since.
  • 594 funds tracked by Wall St. Rank held Smurfit Westrock as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.