Kovitz Investment Group Partners’s Smurfit Westrock SW Stock Holding History

Kovitz Investment Group Partners’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	-82,873	Closed	-$3.53M	–	1389
2025 Q3	$3.53M	Sell	82,873 -22,035	-21%	-$997K	0.01%	527
2025 Q2	$4.53M	Buy	104,908 +31,788	+43%	+$1.36M	0.02%	463
2025 Q1	$3.29M	Buy	73,120 +15,286	+26%	+$775K	0.02%	482
2024 Q4	$3.11M	Buy	57,834 +4,072	+8%	+$207K	0.02%	494
2024 Q3	$2.54M	Buy	+53,762	New	+$2.44M	0.02%	461

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

Kovitz Investment Group Partners's SW Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of Smurfit Westrock (SW) in Q4 2025, closing a stake of 82,873 shares — an estimated $3.53M sold.

Kovitz Investment Group Partners first reported a position in SW in Q3 2024 and held it in 5 quarters. The position peaked at $4.53M in Q2 2025. 595 funds tracked by Wall St. Rank hold SW as of Q4 2025.

Kovitz Investment Group Partners reported no remaining Smurfit Westrock position as of Q4 2025 after selling out during the quarter.
Kovitz Investment Group Partners sold 82,873 Smurfit Westrock shares in Q4 2025, an estimated $3.53M.
Kovitz Investment Group Partners first reported a position in Smurfit Westrock in Q3 2024 and held it in 5 quarters.
Kovitz Investment Group Partners's Smurfit Westrock position peaked at $4.53M in Q2 2025.
595 funds tracked by Wall St. Rank held Smurfit Westrock as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.