IIM
SW

INTECH Investment Management’s Smurfit Westrock SW Stock Holding History

INTECH Investment 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
2025
Q4 		– Sell
-5,681
Closed -$242K – 2476
2025
Q3 		$242K Sell
5,681
-161
-3% -$7.29K ﹤0.01% 1949
2025
Q2 		$252K Sell
5,842
-10,166
-64% -$435K ﹤0.01% 1973
2025
Q1 		$721K Sell
16,008
-4,100
-20% -$208K 0.01% 1397
2024
Q4 		$1.08M Buy
20,108
+8,025
+66% +$409K 0.01% 1087
2024
Q3 		$597K Buy
+12,083
New +$549K 0.01% 1137

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

INTECH Investment Management's SW Position: Q4 2025 in Review

INTECH Investment Management sold out of Smurfit Westrock (SW) in Q4 2025, closing a stake of 5,681 shares — an estimated $242K sold.

INTECH Investment Management first reported a position in SW in Q3 2024 and held it in 5 quarters. The position peaked at $1.08M in Q4 2024. 594 funds tracked by Wall St. Rank hold SW as of Q4 2025.

  • INTECH Investment Management reported no remaining Smurfit Westrock position as of Q4 2025 after selling out during the quarter.
  • INTECH Investment Management sold 5,681 Smurfit Westrock shares in Q4 2025, an estimated $242K.
  • INTECH Investment Management first reported a position in Smurfit Westrock in Q3 2024 and held it in 5 quarters.
  • INTECH Investment Management's Smurfit Westrock position peaked at $1.08M in Q4 2024.
  • 594 funds tracked by Wall St. Rank held Smurfit Westrock as of Q4 2025.

Based on INTECH Investment Management's 13F filing for Q4 2025, filed 10 Feb 2026.