MPWT
SW

MassMutual Private Wealth & Trust’s Smurfit Westrock SW Stock Holding History

MassMutual Private Wealth & Trust’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 		$29.7K Sell
641
-52
-8% -$2.15K ﹤0.01% 967
2026
Q1 		$27.6K Buy
693
+21
+3% +$906 ﹤0.01% 975
2025
Q4 		$26K Sell
672
-563
-46% -$21.5K ﹤0.01% 1016
2025
Q3 		$52.6K Buy
1,235
+105
+9% +$4.75K ﹤0.01% 786
2025
Q2 		$48.8K Buy
1,130
+507
+81% +$21.7K ﹤0.01% 791
2025
Q1 		$28.1K Buy
623
+107
+21% +$5.42K ﹤0.01% 908
2024
Q4 		$27.8K Buy
516
+279
+118% +$14.2K ﹤0.01% 900
2024
Q3 		$11.7K Buy
+237
New +$10.8K ﹤0.01% 1084

Other funds holding SW

TSAM
Trinity Street Asset Management London, United Kingdom $1.94B AUM 26.52% 1-Year Est. Return
RL
Ruffer LLP London, United Kingdom $2.83B AUM 30.34% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
PCM
Polaris Capital Management Boston, Massachusetts $1.06B AUM 40.82% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
OP
Oslo Pensjonsforsikring Oslo $869M AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

MassMutual Private Wealth & Trust's SW Position: Q2 2026 in Review

MassMutual Private Wealth & Trust reduced its Smurfit Westrock (SW) stake by 7.5% in Q2 2026, selling an estimated $2.15K and leaving 641 shares worth $29.7K. The position accounts for ﹤0.01% of the portfolio, ranked #967.

MassMutual Private Wealth & Trust first reported a position in SW in Q3 2024 and has held it in 8 quarters since. The position peaked at $52.6K in Q3 2025. 243 funds tracked by Wall St. Rank hold SW as of Q2 2026.

  • MassMutual Private Wealth & Trust held 641 shares of Smurfit Westrock worth $29.7K as of Q2 2026.
  • MassMutual Private Wealth & Trust sold 52 Smurfit Westrock shares in Q2 2026, an estimated $2.15K.
  • Smurfit Westrock made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #967 holding.
  • MassMutual Private Wealth & Trust first reported a position in Smurfit Westrock in Q3 2024 and has held it in 8 quarters since.
  • MassMutual Private Wealth & Trust's Smurfit Westrock position peaked at $52.6K in Q3 2025.
  • 243 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.