OP
SW

ORG Partners’s Smurfit Westrock SW Stock Holding History

ORG 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 		$1.43K Sell
37
-38
-51% -$1.45K ﹤0.01% 1493
2025
Q3 		$3.19K Buy
75
+67
+838% +$3.03K ﹤0.01% 1228
2025
Q2 		$366 Buy
+8
New +$342 ﹤0.01% 1439

Other funds holding SW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
N
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

ORG Partners's SW Position: Q4 2025 in Review

ORG Partners reduced its Smurfit Westrock (SW) stake by 51% in Q4 2025, selling an estimated $1.45K and leaving 37 shares worth $1.43K. The position accounts for ﹤0.01% of the portfolio, ranked #1493.

ORG Partners first reported a position in SW in Q2 2025 and has held it in 3 quarters since. The position peaked at $3.19K in Q3 2025. 594 funds tracked by Wall St. Rank hold SW as of Q4 2025.

  • ORG Partners held 37 shares of Smurfit Westrock worth $1.43K as of Q4 2025.
  • ORG Partners sold 38 Smurfit Westrock shares in Q4 2025, an estimated $1.45K.
  • Smurfit Westrock made up ﹤0.01% of ORG Partners's portfolio in Q4 2025, its #1493 holding.
  • ORG Partners first reported a position in Smurfit Westrock in Q2 2025 and has held it in 3 quarters since.
  • ORG Partners's Smurfit Westrock position peaked at $3.19K in Q3 2025.
  • 594 funds tracked by Wall St. Rank held Smurfit Westrock as of Q4 2025.

Based on ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.