Rafferty Asset Management’s Smurfit Westrock SW Stock Holding History

Rafferty Asset 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
2026 Q2	$2.17M	Buy	46,849 +10,309	+28%	+$426K	﹤0.01%	620
2026 Q1	$1.46M	Sell	36,540 -7,192	-16%	-$310K	0.01%	675
2025 Q4	$1.69M	Sell	43,732 -767	-2%	-$29.2K	0.01%	688
2025 Q3	$1.89M	Buy	44,499 +2,483	+6%	+$112K	0.01%	655
2025 Q2	$1.81M	Buy	42,016 +7,924	+23%	+$339K	0.01%	624
2025 Q1	$1.54M	Sell	34,092 -8,796	-21%	-$446K	0.01%	646
2024 Q4	$2.31M	Buy	42,888 +4,805	+13%	+$245K	0.01%	610
2024 Q3	$1.88M	Buy	+38,083	New	+$1.73M	0.01%	654

Other funds holding SW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

CCM

Causeway Capital Management Los Angeles, California $9.24B AUM 21.27% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Rafferty Asset Management's SW Position: Q2 2026 in Review

Rafferty Asset Management increased its Smurfit Westrock (SW) stake by 28% in Q2 2026, buying an estimated $426K and bringing the position to 46,849 shares worth $2.17M. The position accounts for ﹤0.01% of the portfolio, ranked #620.

Rafferty Asset Management first reported a position in SW in Q3 2024 and has held it in 8 quarters since. The position peaked at $2.31M in Q4 2024. 640 funds tracked by Wall St. Rank hold SW as of Q2 2026.

Rafferty Asset Management held 46,849 shares of Smurfit Westrock worth $2.17M as of Q2 2026.
Rafferty Asset Management bought 10,309 Smurfit Westrock shares in Q2 2026, an estimated $426K.
Smurfit Westrock made up ﹤0.01% of Rafferty Asset Management's portfolio in Q2 2026, its #620 holding.
Rafferty Asset Management first reported a position in Smurfit Westrock in Q3 2024 and has held it in 8 quarters since.
Rafferty Asset Management's Smurfit Westrock position peaked at $2.31M in Q4 2024.
640 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2026.

Based on Rafferty Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.