RCM
SW

Radnor Capital Management’s Smurfit Westrock SW Stock Holding History

Radnor Capital Management’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
-8,058
Closed -$343K – 323
2025
Q3 		$343K Hold
8,058
– – 0.05% 266
2025
Q2 		$348K Sell
8,058
-613
-7% -$26.2K 0.06% 264
2025
Q1 		$391K Sell
8,671
-496
-5% -$25.1K 0.07% 250
2024
Q4 		$494K Sell
9,167
-468
-5% -$23.8K 0.08% 226
2024
Q3 		$476K Buy
+9,635
New +$438K 0.07% 243

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 $3.38T AUM 44.17% 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

Radnor Capital Management's SW Position: Q4 2025 in Review

Radnor Capital Management sold out of Smurfit Westrock (SW) in Q4 2025, closing a stake of 8,058 shares — an estimated $343K sold.

Radnor Capital Management first reported a position in SW in Q3 2024 and held it in 5 quarters. The position peaked at $494K in Q4 2024. 595 funds tracked by Wall St. Rank hold SW as of Q4 2025.

  • Radnor Capital Management reported no remaining Smurfit Westrock position as of Q4 2025 after selling out during the quarter.
  • Radnor Capital Management sold 8,058 Smurfit Westrock shares in Q4 2025, an estimated $343K.
  • Radnor Capital Management first reported a position in Smurfit Westrock in Q3 2024 and held it in 5 quarters.
  • Radnor Capital Management's Smurfit Westrock position peaked at $494K in Q4 2024.
  • 595 funds tracked by Wall St. Rank held Smurfit Westrock as of Q4 2025.

Based on Radnor Capital Management's 13F filing for Q4 2025, filed 6 Feb 2026.