PS
SW

Principal Securities’s Smurfit Westrock SW Stock Holding History

Principal Securities’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 		– Sell
-625
Closed -$26.6K – 3631
2025
Q3 		$26.6K Buy
625
+4
+0.6% +$181 ﹤0.01% 2266
2025
Q2 		$26.8K Sell
621
-74
-11% -$3.17K ﹤0.01% 2183
2025
Q1 		$37.4K Hold
695
– – ﹤0.01% 1888
2024
Q4 		$37.4K Buy
695
+229
+49% +$11.7K ﹤0.01% 1884
2024
Q3 		$23K Buy
+466
New +$21.2K ﹤0.01% 2045

Other funds holding SW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
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
CCM
Causeway Capital Management Los Angeles, California $9.24B AUM 21.27% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Principal Securities's SW Position: Q4 2025 in Review

Principal Securities sold out of Smurfit Westrock (SW) in Q4 2025, closing a stake of 625 shares — an estimated $26.6K sold.

Principal Securities first reported a position in SW in Q3 2024 and held it in 5 quarters. The position peaked at $37.4K in Q1 2025. 595 funds tracked by Wall St. Rank hold SW as of Q4 2025.

  • Principal Securities reported no remaining Smurfit Westrock position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 625 Smurfit Westrock shares in Q4 2025, an estimated $26.6K.
  • Principal Securities first reported a position in Smurfit Westrock in Q3 2024 and held it in 5 quarters.
  • Principal Securities's Smurfit Westrock position peaked at $37.4K in Q1 2025.
  • 595 funds tracked by Wall St. Rank held Smurfit Westrock as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.