Marshall Wace
SW

Marshall Wace’s Smurfit Westrock SW Stock Holding History

Marshall Wace’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 		– Sell
-199,086
Closed -$7.93M – 3845
2026
Q1 		$7.93M Sell
199,086
-3,073,651
-94% -$133M 0.01% 1081
2025
Q4 		$127M Sell
3,272,737
-1,610,210
-33% -$61.4M 0.12% 137
2025
Q3 		$208M Buy
4,882,947
+1,795,133
+58% +$81.3M 0.21% 71
2025
Q2 		$133M Buy
3,087,814
+1,152,904
+60% +$49.3M 0.15% 123
2025
Q1 		$87.2M Buy
1,934,910
+862,747
+80% +$43.7M 0.11% 164
2024
Q4 		$57.7M Sell
1,072,163
-3,089,175
-74% -$157M 0.07% 258
2024
Q3 		$206M Buy
+4,161,338
New +$189M 0.25% 64

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 $3.38T AUM 44.17% 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

Marshall Wace's SW Position: Q2 2026 in Review

Marshall Wace sold out of Smurfit Westrock (SW) in Q2 2026, closing a stake of 199,086 shares — an estimated $7.93M sold.

Marshall Wace first reported a position in SW in Q3 2024 and held it in 7 quarters. The position peaked at $208M in Q3 2025. 640 funds tracked by Wall St. Rank hold SW as of Q2 2026.

  • Marshall Wace reported no remaining Smurfit Westrock position as of Q2 2026 after selling out during the quarter.
  • Marshall Wace sold 199,086 Smurfit Westrock shares in Q2 2026, an estimated $7.93M.
  • Marshall Wace first reported a position in Smurfit Westrock in Q3 2024 and held it in 7 quarters.
  • Marshall Wace's Smurfit Westrock position peaked at $208M in Q3 2025.
  • 640 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2026.

Based on Marshall Wace's 13F filing for Q2 2026, filed 13 Aug 2026.