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 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 $5.72T AUM 30.48% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

CCM

Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Manning & Napier Advisors's SW Position: Q1 2026 in Review

Manning & Napier Advisors reduced its Smurfit Westrock (SW) stake by 4.7% in Q1 2026, selling an estimated $144K and leaving 68,301 shares worth $2.72M. The position accounts for 0.04% of the portfolio, ranked #209.

Manning & Napier Advisors first reported a position in SW in Q3 2024 and has held it in 7 quarters since. The position peaked at $6.57M in Q2 2025. 612 funds tracked by Wall St. Rank hold SW as of Q1 2026.

Manning & Napier Advisors held 68,301 shares of Smurfit Westrock worth $2.72M as of Q1 2026.
Manning & Napier Advisors sold 3,333 Smurfit Westrock shares in Q1 2026, an estimated $144K.
Smurfit Westrock made up 0.04% of Manning & Napier Advisors's portfolio in Q1 2026, its #209 holding.
Manning & Napier Advisors first reported a position in Smurfit Westrock in Q3 2024 and has held it in 7 quarters since.
Manning & Napier Advisors's Smurfit Westrock position peaked at $6.57M in Q2 2025.
612 funds tracked by Wall St. Rank held Smurfit Westrock as of Q1 2026.

Based on Manning & Napier Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.