JSSH
SW

J. Safra Sarasin Holding’s Smurfit Westrock SW Stock Holding History

J. Safra Sarasin Holding’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 		$275K Sell
6,889
-14,446
-68% -$597K ﹤0.01% 659
2026
Q1 		$849K Sell
21,335
-4,501
-17% -$194K 0.01% 323
2025
Q4 		$999K Buy
+25,836
New +$985K 0.02% 296
2025
Q1 		– Sell
-28,202
Closed -$1.52M – 522
2024
Q4 		$1.52M Hold
28,202
– – 0.03% 266
2024
Q3 		$1.39M Buy
+28,202
New +$1.28M 0.02% 276

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 $3.37T AUM 44.26% 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

J. Safra Sarasin Holding's SW Position: Q2 2026 in Review

J. Safra Sarasin Holding reduced its Smurfit Westrock (SW) stake by 68% in Q2 2026, selling an estimated $597K and leaving 6,889 shares worth $275K. The position accounts for ﹤0.01% of the portfolio, ranked #659.

J. Safra Sarasin Holding first reported a position in SW in Q3 2024 and has held it in 5 quarters since. The position peaked at $1.52M in Q4 2024. 637 funds tracked by Wall St. Rank hold SW as of Q2 2026.

  • J. Safra Sarasin Holding held 6,889 shares of Smurfit Westrock worth $275K as of Q2 2026.
  • J. Safra Sarasin Holding sold 14,446 Smurfit Westrock shares in Q2 2026, an estimated $597K.
  • Smurfit Westrock made up ﹤0.01% of J. Safra Sarasin Holding's portfolio in Q2 2026, its #659 holding.
  • J. Safra Sarasin Holding first reported a position in Smurfit Westrock in Q3 2024 and has held it in 5 quarters since.
  • J. Safra Sarasin Holding's Smurfit Westrock position peaked at $1.52M in Q4 2024.
  • 637 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2026.

Based on J. Safra Sarasin Holding's 13F filing for Q2 2026, filed 31 Jul 2026.