Nisa Investment Advisors’s Smurfit Westrock SW Stock Holding History

Nisa Investment Advisors’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	$1.76M	Buy	38,034 +7,402	+24%	+$306K	0.01%	651
2026 Q1	$1.22M	Sell	30,632 -2,136	-7%	-$92.1K	﹤0.01%	736
2025 Q4	$1.27M	Buy	32,768 +20,198	+161%	+$770K	﹤0.01%	753
2025 Q3	$535K	Sell	12,570 -1,788	-12%	-$80.9K	﹤0.01%	1000
2025 Q2	$620K	Buy	14,358 +6,004	+72%	+$257K	﹤0.01%	944
2025 Q1	$376K	Buy	8,354 +3,530	+73%	+$179K	﹤0.01%	1073
2024 Q4	$260K	Sell	4,824 -6,145	-56%	-$313K	﹤0.01%	1220
2024 Q3	$542K	Buy	+10,969	New	+$499K	﹤0.01%	1024

Other funds holding SW

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

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

TSAM

Trinity Street Asset Management London, United Kingdom $1.94B AUM 26.52% 1-Year Est. Return

Ruffer LLP London, United Kingdom $2.83B AUM 30.34% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

AIMCA

Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 27.57% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Nisa Investment Advisors's SW Position: Q2 2026 in Review

Nisa Investment Advisors increased its Smurfit Westrock (SW) stake by 24% in Q2 2026, buying an estimated $306K and bringing the position to 38,034 shares worth $1.76M. The position accounts for 0.01% of the portfolio, ranked #651.

Nisa Investment Advisors first reported a position in SW in Q3 2024 and has held it in 8 quarters since. 350 funds tracked by Wall St. Rank hold SW as of Q2 2026.

Nisa Investment Advisors held 38,034 shares of Smurfit Westrock worth $1.76M as of Q2 2026.
Nisa Investment Advisors bought 7,402 Smurfit Westrock shares in Q2 2026, an estimated $306K.
Smurfit Westrock made up 0.01% of Nisa Investment Advisors's portfolio in Q2 2026, its #651 holding.
Nisa Investment Advisors first reported a position in Smurfit Westrock in Q3 2024 and has held it in 8 quarters since.
350 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2026.

Based on Nisa Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.