Ninety One (UK)’s Smurfit Westrock SW Stock Holding History

Ninety One (UK)’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 Q1	–	Sell	-376,677	Closed	-$14.5M	–	275
2025 Q4	$14.5M	Hold	376,677	–	–	0.03%	160
2025 Q3	$15.8M	Buy	+376,677	New	+$17M	0.03%	151

Other funds holding SW

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

CCM

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

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

OAG

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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Ninety One (UK)'s SW Position: Q1 2026 in Review

Ninety One (UK) sold out of Smurfit Westrock (SW) in Q1 2026, closing a stake of 376,677 shares — an estimated $14.5M sold.

Ninety One (UK) first reported a position in SW in Q3 2025 and held it in 2 quarters. The position peaked at $15.8M in Q3 2025. 616 funds tracked by Wall St. Rank hold SW as of Q1 2026.

Ninety One (UK) reported no remaining Smurfit Westrock position as of Q1 2026 after selling out during the quarter.
Ninety One (UK) sold 376,677 Smurfit Westrock shares in Q1 2026, an estimated $14.5M.
Ninety One (UK) first reported a position in Smurfit Westrock in Q3 2025 and held it in 2 quarters.
Ninety One (UK)'s Smurfit Westrock position peaked at $15.8M in Q3 2025.
616 funds tracked by Wall St. Rank held Smurfit Westrock as of Q1 2026.

Based on Ninety One (UK)'s 13F filing for Q1 2026, filed 24 Apr 2026.