Horizon Financial Services’s Smurfit Westrock SW Stock Holding History

Horizon Financial Services’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	$1.71K	Sell	37 -73	-66%	-$3.02K	﹤0.01%	496
2026 Q1	$4.38K	Buy	110 +73	+197%	+$3.15K	﹤0.01%	327
2025 Q4	$1.43K	Sell	37 -79	-68%	-$3.01K	﹤0.01%	329
2025 Q3	$4.94K	Buy	116 +79	+214%	+$3.58K	﹤0.01%	291
2025 Q2	$1.6K	Buy	37 +21	+131%	+$898	﹤0.01%	243
2025 Q1	$721	Buy	+16	New	+$811	﹤0.01%	248

Other funds holding SW

TSAM

Trinity Street Asset Management London, United Kingdom $1.94B AUM 26.52% 1-Year Est. Return

Ruffer LLP London, United Kingdom $2.83B AUM 30.34% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

PCM

Polaris Capital Management Boston, Massachusetts $1.06B AUM 40.82% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Oslo Pensjonsforsikring Oslo $869M AUM

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Horizon Financial Services's SW Position: Q2 2026 in Review

Horizon Financial Services reduced its Smurfit Westrock (SW) stake by 66% in Q2 2026, selling an estimated $3.02K and leaving 37 shares worth $1.71K. The position accounts for ﹤0.01% of the portfolio, ranked #496.

Horizon Financial Services first reported a position in SW in Q1 2025 and has held it in 6 quarters since. The position peaked at $4.94K in Q3 2025. 244 funds tracked by Wall St. Rank hold SW as of Q2 2026.

Horizon Financial Services held 37 shares of Smurfit Westrock worth $1.71K as of Q2 2026.
Horizon Financial Services sold 73 Smurfit Westrock shares in Q2 2026, an estimated $3.02K.
Smurfit Westrock made up ﹤0.01% of Horizon Financial Services's portfolio in Q2 2026, its #496 holding.
Horizon Financial Services first reported a position in Smurfit Westrock in Q1 2025 and has held it in 6 quarters since.
Horizon Financial Services's Smurfit Westrock position peaked at $4.94K in Q3 2025.
244 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2026.

Based on Horizon Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.