MK
SW

MASTERINVEST Kapitalanlage’s Smurfit Westrock SW Stock Holding History

MASTERINVEST Kapitalanlage’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 		$1.07M Sell
23,187
-4,221
-15% -$174K 0.09% 180
2026
Q1 		$1.07M Buy
+27,408
New +$1.18M 0.11% 171

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

MASTERINVEST Kapitalanlage's SW Position: Q2 2026 in Review

MASTERINVEST Kapitalanlage reduced its Smurfit Westrock (SW) stake by 15% in Q2 2026, selling an estimated $174K and leaving 23,187 shares worth $1.07M. The position accounts for 0.09% of the portfolio, ranked #180.

MASTERINVEST Kapitalanlage first reported a position in SW in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.07M in Q1 2026. 640 funds tracked by Wall St. Rank hold SW as of Q2 2026.

  • MASTERINVEST Kapitalanlage held 23,187 shares of Smurfit Westrock worth $1.07M as of Q2 2026.
  • MASTERINVEST Kapitalanlage sold 4,221 Smurfit Westrock shares in Q2 2026, an estimated $174K.
  • Smurfit Westrock made up 0.09% of MASTERINVEST Kapitalanlage's portfolio in Q2 2026, its #180 holding.
  • MASTERINVEST Kapitalanlage first reported a position in Smurfit Westrock in Q1 2026 and has held it in 2 quarters since.
  • MASTERINVEST Kapitalanlage's Smurfit Westrock position peaked at $1.07M in Q1 2026.
  • 640 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2026.

Based on MASTERINVEST Kapitalanlage's 13F filing for Q2 2026, filed 17 Aug 2026.