Groupama Asset Management’s Smurfit Westrock SW Stock Holding History

Groupama Asset 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
2026 Q2	–	Sell	-564,888	Closed	-$16.8M	–	423
2026 Q1	$16.8M	Sell	564,888 -18,997	-3%	-$819K	0.25%	68
2025 Q4	$16.8M	Sell	583,885 -60,116	-9%	-$2.29M	0.25%	69
2025 Q3	$20.1M	Buy	644,001 +35,651	+6%	+$1.61M	0.29%	59
2025 Q2	$19.3M	Buy	608,350 +80,778	+15%	+$3.46M	0.32%	62
2025 Q1	$18.3M	Buy	527,572 +117,877	+29%	+$5.98M	0.36%	57
2024 Q4	$17.5M	Buy	409,695 +73,003	+22%	+$3.72M	0.36%	59
2024 Q3	$13.5M	Buy	+336,692	New	+$15.3M	0.35%	58

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

Groupama Asset Management's SW Position: Q2 2026 in Review

Groupama Asset Management sold out of Smurfit Westrock (SW) in Q2 2026, closing a stake of 564,888 shares — an estimated $16.8M sold.

Groupama Asset Management first reported a position in SW in Q3 2024 and held it in 7 quarters. The position peaked at $20.1M in Q3 2025. 639 funds tracked by Wall St. Rank hold SW as of Q2 2026.

Groupama Asset Management reported no remaining Smurfit Westrock position as of Q2 2026 after selling out during the quarter.
Groupama Asset Management sold 564,888 Smurfit Westrock shares in Q2 2026, an estimated $16.8M.
Groupama Asset Management first reported a position in Smurfit Westrock in Q3 2024 and held it in 7 quarters.
Groupama Asset Management's Smurfit Westrock position peaked at $20.1M in Q3 2025.
639 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2026.

Based on Groupama Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.