PL
SW

Perpetual Ltd’s Smurfit Westrock SW Stock Holding History

Perpetual Ltd’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 		$830K Buy
17,942
+246
+1% +$10.2K 0.01% 249
2026
Q1 		$705K Buy
17,696
+1,408
+9% +$60.7K 0.01% 263
2025
Q4 		$630K Buy
16,288
+9,239
+131% +$352K 0.01% 278
2025
Q3 		$300K Sell
7,049
-2,804
-28% -$127K ﹤0.01% 363
2025
Q2 		$425K Buy
+9,853
New +$422K 0.01% 339
2025
Q1 		– Sell
-4,331
Closed -$233K – 444
2024
Q4 		$233K Hold
4,331
– – ﹤0.01% 394
2024
Q3 		$214K Buy
+4,331
New +$197K ﹤0.01% 407

Other funds holding SW

TSAM
Trinity Street Asset Management London, United Kingdom $1.94B AUM 26.52% 1-Year Est. Return
PCM
Polaris Capital Management Boston, Massachusetts $1.06B AUM 40.82% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
EAM
Exane Asset Management Paris, France $277M AUM 26.27% 1-Year Est. Return
CLOS
Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland $9.25B AUM 27.04% 1-Year Est. Return
TIM
Triodos Investment Management Driebergen-Rijsenburg, Netherlands $1.64B AUM 37.98% 1-Year Est. Return
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return
PFM
Premier Fund Managers Guildford, United Kingdom $1.1B AUM 14.42% 1-Year Est. Return
AL
Arnhold LLC New York $1.43B AUM 59.3% 1-Year Est. Return

Perpetual Ltd's SW Position: Q2 2026 in Review

Perpetual Ltd increased its Smurfit Westrock (SW) stake by 1.4% in Q2 2026, buying an estimated $10.2K and bringing the position to 17,942 shares worth $830K. The position accounts for 0.01% of the portfolio, ranked #249.

Perpetual Ltd first reported a position in SW in Q3 2024 and has held it in 7 quarters since. 196 funds tracked by Wall St. Rank hold SW as of Q2 2026.

  • Perpetual Ltd held 17,942 shares of Smurfit Westrock worth $830K as of Q2 2026.
  • Perpetual Ltd bought 246 Smurfit Westrock shares in Q2 2026, an estimated $10.2K.
  • Smurfit Westrock made up 0.01% of Perpetual Ltd's portfolio in Q2 2026, its #249 holding.
  • Perpetual Ltd first reported a position in Smurfit Westrock in Q3 2024 and has held it in 7 quarters since.
  • 196 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2026.

Based on Perpetual Ltd's 13F filing for Q2 2026, filed 15 Jul 2026.