Pathstone Holdings
SW

Pathstone Holdings’s Smurfit Westrock SW Stock Holding History

Pathstone 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
Q1 		$5.53M Sell
138,765
-28,490
-17% -$1.23M 0.02% 533
2025
Q4 		$6.47M Buy
167,255
+94,090
+129% +$3.59M 0.02% 471
2025
Q3 		$3.11M Buy
73,165
+1,451
+2% +$65.7K 0.01% 781
2025
Q2 		$3.09M Buy
71,714
+21,042
+42% +$900K 0.01% 753
2025
Q1 		$2.28M Buy
50,672
+5,027
+11% +$255K 0.01% 904
2024
Q4 		$2.46M Buy
45,645
+35,741
+361% +$1.82M 0.01% 864
2024
Q3 		$489K Buy
+9,904
New +$450K ﹤0.01% 1738

Other funds holding SW

BlackRock
BlackRock New York $5.7T 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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
CCM
Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return