Manning & Napier Advisors’s Smurfit Westrock SW Stock Holding History

Manning & Napier Advisors’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	$1.16M	Sell	25,098 -43,203	-63%	-$1.78M	0.01%	238
2026 Q1	$2.72M	Sell	68,301 -3,333	-5%	-$144K	0.04%	209
2025 Q4	$2.78M	Sell	71,634 -7,918	-10%	-$302K	0.04%	192
2025 Q3	$3.39M	Sell	79,552 -72,668	-48%	-$3.29M	0.04%	182
2025 Q2	$6.57M	Buy	152,220 +42,407	+39%	+$1.81M	0.08%	151
2025 Q1	$4.95M	Buy	109,813 +46	+0%	+$2.33K	0.06%	166
2024 Q4	$5.91M	Buy	109,767 +14,093	+15%	+$718K	0.07%	152
2024 Q3	$4.73M	Buy	+95,674	New	+$4.35M	0.05%	190

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

Manning & Napier Advisors's SW Position: Q2 2026 in Review

Manning & Napier Advisors reduced its Smurfit Westrock (SW) stake by 63% in Q2 2026, selling an estimated $1.78M and leaving 25,098 shares worth $1.16M. The position accounts for 0.01% of the portfolio, ranked #238.

Manning & Napier Advisors first reported a position in SW in Q3 2024 and has held it in 8 quarters since. The position peaked at $6.57M in Q2 2025. 640 funds tracked by Wall St. Rank hold SW as of Q2 2026.

Manning & Napier Advisors held 25,098 shares of Smurfit Westrock worth $1.16M as of Q2 2026.
Manning & Napier Advisors sold 43,203 Smurfit Westrock shares in Q2 2026, an estimated $1.78M.
Smurfit Westrock made up 0.01% of Manning & Napier Advisors's portfolio in Q2 2026, its #238 holding.
Manning & Napier Advisors first reported a position in Smurfit Westrock in Q3 2024 and has held it in 8 quarters since.
Manning & Napier Advisors's Smurfit Westrock position peaked at $6.57M in Q2 2025.
640 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2026.

Based on Manning & Napier Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.