NIM
SW

NEOS Investment Management’s Smurfit Westrock SW Stock Holding History

NEOS Investment Management’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 		$3.92M Buy
84,668
+9,921
+13% +$410K 0.01% 410
2026
Q1 		$2.98M Buy
74,747
+38,220
+105% +$1.65M 0.02% 424
2025
Q4 		$1.41M Buy
36,527
+8,364
+30% +$319K 0.01% 512
2025
Q3 		$1.2M Buy
28,163
+10,916
+63% +$494K 0.01% 492
2025
Q2 		$744K Buy
17,247
+3,584
+26% +$153K 0.01% 496
2025
Q1 		$616K Buy
13,663
+2,524
+23% +$128K 0.01% 494
2024
Q4 		$600K Buy
11,139
+2,484
+29% +$127K 0.01% 480
2024
Q3 		$428K Buy
+8,655
New +$394K 0.01% 512

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 $3.37T AUM 44.26% 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

NEOS Investment Management's SW Position: Q2 2026 in Review

NEOS Investment Management increased its Smurfit Westrock (SW) stake by 13% in Q2 2026, buying an estimated $410K and bringing the position to 84,668 shares worth $3.92M. The position accounts for 0.01% of the portfolio, ranked #410.

NEOS Investment Management first reported a position in SW in Q3 2024 and has held it in 8 quarters since. 639 funds tracked by Wall St. Rank hold SW as of Q2 2026.

  • NEOS Investment Management held 84,668 shares of Smurfit Westrock worth $3.92M as of Q2 2026.
  • NEOS Investment Management bought 9,921 Smurfit Westrock shares in Q2 2026, an estimated $410K.
  • Smurfit Westrock made up 0.01% of NEOS Investment Management's portfolio in Q2 2026, its #410 holding.
  • NEOS Investment Management first reported a position in Smurfit Westrock in Q3 2024 and has held it in 8 quarters since.
  • 639 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2026.

Based on NEOS Investment Management's 13F filing for Q2 2026, filed 11 Aug 2026.