Kayne Anderson Rudnick Investment Management’s Smurfit Westrock SW Stock Holding History

Kayne Anderson Rudnick 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 Q1	–	Sell	-30	Closed	-$1.16K	–	1032
2025 Q4	$1.16K	Sell	30 -15	-33%	-$572	﹤0.01%	862
2025 Q3	$1.92K	Hold	45	–	–	﹤0.01%	834
2025 Q2	$1.94K	Buy	45 +15	+50%	+$642	﹤0.01%	851
2025 Q1	$1.35K	Sell	30 -24	-44%	-$1.22K	﹤0.01%	832
2024 Q4	$2.94K	Hold	54	–	–	﹤0.01%	784
2024 Q3	$2.7K	Buy	+54	New	+$2.46K	﹤0.01%	780

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 $3.37T AUM 44.26% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

OAG

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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management's SW Position: Q1 2026 in Review

Kayne Anderson Rudnick Investment Management sold out of Smurfit Westrock (SW) in Q1 2026, closing a stake of 30 shares — an estimated $1.16K sold.

Kayne Anderson Rudnick Investment Management first reported a position in SW in Q3 2024 and held it in 6 quarters. The position peaked at $2.94K in Q4 2024. 615 funds tracked by Wall St. Rank hold SW as of Q1 2026.

Kayne Anderson Rudnick Investment Management reported no remaining Smurfit Westrock position as of Q1 2026 after selling out during the quarter.
Kayne Anderson Rudnick Investment Management sold 30 Smurfit Westrock shares in Q1 2026, an estimated $1.16K.
Kayne Anderson Rudnick Investment Management first reported a position in Smurfit Westrock in Q3 2024 and held it in 6 quarters.
Kayne Anderson Rudnick Investment Management's Smurfit Westrock position peaked at $2.94K in Q4 2024.
615 funds tracked by Wall St. Rank held Smurfit Westrock as of Q1 2026.

Based on Kayne Anderson Rudnick Investment Management's 13F filing for Q1 2026, filed 14 May 2026.