NorthRock Partners’s Smurfit Westrock SW Stock Holding History

NorthRock 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	-5,223	Closed	-$222K	–	929
2025 Q3	$222K	Buy	+5,223	New	+$236K	﹤0.01%	788

Other funds holding SW

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

CCM

Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

NorthRock Partners's SW Position: Q4 2025 in Review

NorthRock Partners sold out of Smurfit Westrock (SW) in Q4 2025, closing a stake of 5,223 shares — an estimated $222K sold.

NorthRock Partners first reported a position in SW in Q3 2025 and held it in 1 quarter. The position peaked at $222K in Q3 2025. 594 funds tracked by Wall St. Rank hold SW as of Q4 2025.

NorthRock Partners reported no remaining Smurfit Westrock position as of Q4 2025 after selling out during the quarter.
NorthRock Partners sold 5,223 Smurfit Westrock shares in Q4 2025, an estimated $222K.
NorthRock Partners first reported a position in Smurfit Westrock in Q3 2025 and held it in 1 quarter.
NorthRock Partners's Smurfit Westrock position peaked at $222K in Q3 2025.
594 funds tracked by Wall St. Rank held Smurfit Westrock as of Q4 2025.

Based on NorthRock Partners's 13F filing for Q4 2025, filed 17 Feb 2026.