HI
SW

Horizon Investments’s Smurfit Westrock SW Stock Holding History

Horizon Investments’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 		$1.48M Sell
31,970
-206,951
-87% -$8.55M 0.02% 615
2026
Q1 		$9.52M Buy
238,921
+31,492
+15% +$1.36M 0.11% 163
2025
Q4 		$8.02M Buy
207,429
+189,276
+1,043% +$7.22M 0.1% 166
2025
Q3 		$773K Buy
18,153
+169
+0.9% +$7.65K 0.01% 695
2025
Q2 		$776K Buy
17,984
+10,851
+152% +$464K 0.01% 632
2025
Q1 		$321K Buy
7,133
+382
+6% +$19.4K 0.01% 453
2024
Q4 		$364K Buy
6,751
+57
+0.9% +$2.9K 0.01% 420
2024
Q3 		$331K Buy
+6,694
New +$304K 0.01% 435

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 $3.38T AUM 44.17% 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

Horizon Investments's SW Position: Q2 2026 in Review

Horizon Investments reduced its Smurfit Westrock (SW) stake by 87% in Q2 2026, selling an estimated $8.55M and leaving 31,970 shares worth $1.48M. The position accounts for 0.02% of the portfolio, ranked #615.

Horizon Investments first reported a position in SW in Q3 2024 and has held it in 8 quarters since. The position peaked at $9.52M in Q1 2026. 640 funds tracked by Wall St. Rank hold SW as of Q2 2026.

  • Horizon Investments held 31,970 shares of Smurfit Westrock worth $1.48M as of Q2 2026.
  • Horizon Investments sold 206,951 Smurfit Westrock shares in Q2 2026, an estimated $8.55M.
  • Smurfit Westrock made up 0.02% of Horizon Investments's portfolio in Q2 2026, its #615 holding.
  • Horizon Investments first reported a position in Smurfit Westrock in Q3 2024 and has held it in 8 quarters since.
  • Horizon Investments's Smurfit Westrock position peaked at $9.52M in Q1 2026.
  • 640 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2026.

Based on Horizon Investments's 13F filing for Q2 2026, filed 13 Aug 2026.