iSAM Funds (UK)’s Smurfit Westrock SW Stock Holding History

iSAM Funds (UK)’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	-19,684	Closed	-$838K	–	745
2025 Q3	$838K	Buy	+19,684	New	+$891K	0.17%	180

Other funds holding SW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

CCM

Causeway Capital Management Los Angeles, California $9.24B AUM 21.27% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

iSAM Funds (UK)'s SW Position: Q4 2025 in Review

iSAM Funds (UK) sold out of Smurfit Westrock (SW) in Q4 2025, closing a stake of 19,684 shares — an estimated $838K sold.

iSAM Funds (UK) first reported a position in SW in Q3 2025 and held it in 1 quarter. The position peaked at $838K in Q3 2025. 595 funds tracked by Wall St. Rank hold SW as of Q4 2025.

iSAM Funds (UK) reported no remaining Smurfit Westrock position as of Q4 2025 after selling out during the quarter.
iSAM Funds (UK) sold 19,684 Smurfit Westrock shares in Q4 2025, an estimated $838K.
iSAM Funds (UK) first reported a position in Smurfit Westrock in Q3 2025 and held it in 1 quarter.
iSAM Funds (UK)'s Smurfit Westrock position peaked at $838K in Q3 2025.
595 funds tracked by Wall St. Rank held Smurfit Westrock as of Q4 2025.

Based on iSAM Funds (UK)'s 13F filing for Q4 2025, filed 17 Feb 2026.