Osaic Holdings
SW

Osaic Holdings’s Smurfit Westrock SW Stock Holding History

Osaic Holdings’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 		$4.4M Buy
95,002
+80,692
+564% +$3.33M 0.01% 1629
2026
Q1 		$570K Sell
14,310
-4,441
-24% -$192K ﹤0.01% 3218
2025
Q4 		$725K Sell
18,751
-16,051
-46% -$612K ﹤0.01% 3002
2025
Q3 		$1.59M Buy
34,802
+2,541
+8% +$115K ﹤0.01% 2379
2025
Q2 		$1.39M Buy
32,261
+17,975
+126% +$769K ﹤0.01% 2216
2025
Q1 		$644K Sell
14,286
-8,712
-38% -$442K ﹤0.01% 2631
2024
Q4 		$1.18M Sell
22,998
-8,286
-26% -$422K ﹤0.01% 2058
2024
Q3 		$1.55M Buy
+31,284
New +$1.42M ﹤0.01% 1922

Other funds holding SW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $9.24B AUM 21.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Osaic Holdings's SW Position: Q2 2026 in Review

Osaic Holdings increased its Smurfit Westrock (SW) stake by 564% in Q2 2026, buying an estimated $3.33M and bringing the position to 95,002 shares worth $4.4M. The position accounts for 0.01% of the portfolio, ranked #1629.

Osaic Holdings first reported a position in SW in Q3 2024 and has held it in 8 quarters since. 637 funds tracked by Wall St. Rank hold SW as of Q2 2026.

  • Osaic Holdings held 95,002 shares of Smurfit Westrock worth $4.4M as of Q2 2026.
  • Osaic Holdings bought 80,692 Smurfit Westrock shares in Q2 2026, an estimated $3.33M.
  • Smurfit Westrock made up 0.01% of Osaic Holdings's portfolio in Q2 2026, its #1629 holding.
  • Osaic Holdings first reported a position in Smurfit Westrock in Q3 2024 and has held it in 8 quarters since.
  • 637 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.