Pinnacle Associates’s Smurfit Westrock SW Stock Holding History

Pinnacle Associates’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 Q3	$1.43M	Sell	32,337 -17	-0.1%	-$785	0.02%	471
2026 Q2	$1.5M	Sell	32,354 -9,694	-23%	-$400K	0.02%	465
2026 Q1	$1.68M	Sell	42,048 -590	-1%	-$25.4K	0.02%	427
2025 Q4	$1.65M	Buy	42,638 +4,100	+11%	+$156K	0.02%	430
2025 Q3	$1.64M	Sell	38,538 -756	-2%	-$34.2K	0.02%	426
2025 Q2	$1.7M	Sell	39,294 -4,946	-11%	-$212K	0.02%	402
2025 Q1	$1.99M	Sell	44,240 -299	-0.7%	-$15.2K	0.03%	376
2024 Q4	$2.4M	Buy	+44,539	New	+$2.27M	0.03%	349

Other funds holding SW

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Trinity Street Asset Management London, United Kingdom $1.87B AUM 14.76% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

Pinnacle Associates's SW Position: Q3 2026 in Review

Pinnacle Associates reduced its Smurfit Westrock (SW) stake by 0.05% in Q3 2026, selling an estimated $785 and leaving 32,337 shares worth $1.43M. The position accounts for 0.02% of the portfolio, ranked #471.

Pinnacle Associates first reported a position in SW in Q4 2024 and has held it in 8 quarters since. The position peaked at $2.4M in Q4 2024. 393 funds tracked by Wall St. Rank hold SW as of Q3 2026.

Pinnacle Associates held 32,337 shares of Smurfit Westrock worth $1.43M as of Q3 2026.
Pinnacle Associates sold 17 Smurfit Westrock shares in Q3 2026, an estimated $785.
Smurfit Westrock made up 0.02% of Pinnacle Associates's portfolio in Q3 2026, its #471 holding.
Pinnacle Associates first reported a position in Smurfit Westrock in Q4 2024 and has held it in 8 quarters since.
Pinnacle Associates's Smurfit Westrock position peaked at $2.4M in Q4 2024.
393 funds tracked by Wall St. Rank held Smurfit Westrock as of Q3 2026.

Based on Pinnacle Associates's 13F filing for Q3 2026, filed 20 Oct 2026.