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
2026 Q2	$342K	Buy	+7,387	New	+$305K	﹤0.01%	1510
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

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 $3.38T AUM 44.17% 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

INTECH Investment Management's SW Position: Q2 2026 in Review

INTECH Investment Management opened a new position in Smurfit Westrock (SW) in Q2 2026: 7,387 shares worth $342K. The stake represents ﹤0.01% of the portfolio and ranks #1510 among its holdings. This is a return to the name: INTECH Investment Management previously reported a position in SW as recently as Q3 2025.

INTECH Investment Management first reported a position in SW in Q3 2024 and has held it in 6 quarters since. The position peaked at $1.08M in Q4 2024. 640 funds tracked by Wall St. Rank hold SW as of Q2 2026.

INTECH Investment Management held 7,387 shares of Smurfit Westrock worth $342K as of Q2 2026.
Smurfit Westrock was a new INTECH Investment Management position in Q2 2026.
Smurfit Westrock made up ﹤0.01% of INTECH Investment Management's portfolio in Q2 2026, its #1510 holding.
INTECH Investment Management first reported a position in Smurfit Westrock in Q3 2024 and has held it in 6 quarters since.
INTECH Investment Management's Smurfit Westrock position peaked at $1.08M in Q4 2024.
640 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2026.

Based on INTECH Investment Management's 13F filing for Q2 2026, filed 10 Aug 2026.