Nilsine Partners’s Smurfit Westrock SW Stock Holding History

Nilsine Partners’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
2025 Q4	–	Sell	-4,750	Closed	-$202K	–	430
2025 Q3	$202K	Sell	4,750 -754	-14%	-$34.1K	0.02%	388
2025 Q2	$237K	Buy	5,504 +199	+4%	+$8.51K	0.02%	350
2025 Q1	$239K	Buy	5,305 +826	+18%	+$41.9K	0.03%	334
2024 Q4	$241K	Buy	+4,479	New	+$228K	0.03%	337

Other funds holding SW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

CCM

Causeway Capital Management Los Angeles, California $9.24B AUM 21.27% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Nilsine Partners's SW Position: Q4 2025 in Review

Nilsine Partners sold out of Smurfit Westrock (SW) in Q4 2025, closing a stake of 4,750 shares — an estimated $202K sold.

Nilsine Partners first reported a position in SW in Q4 2024 and held it in 4 quarters. The position peaked at $241K in Q4 2024. 595 funds tracked by Wall St. Rank hold SW as of Q4 2025.

Nilsine Partners reported no remaining Smurfit Westrock position as of Q4 2025 after selling out during the quarter.
Nilsine Partners sold 4,750 Smurfit Westrock shares in Q4 2025, an estimated $202K.
Nilsine Partners first reported a position in Smurfit Westrock in Q4 2024 and held it in 4 quarters.
Nilsine Partners's Smurfit Westrock position peaked at $241K in Q4 2024.
595 funds tracked by Wall St. Rank held Smurfit Westrock as of Q4 2025.

Based on Nilsine Partners's 13F filing for Q4 2025, filed 15 Jan 2026.