Rafferty Asset Management
SW

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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
CCM
Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Rafferty Asset Management's SW Position: Q1 2026 in Review

Rafferty Asset Management reduced its Smurfit Westrock (SW) stake by 16% in Q1 2026, selling an estimated $310K and leaving 36,540 shares worth $1.46M. The position accounts for 0.01% of the portfolio, ranked #675.

Rafferty Asset Management first reported a position in SW in Q3 2024 and has held it in 7 quarters since. The position peaked at $2.31M in Q4 2024. 611 funds tracked by Wall St. Rank hold SW as of Q1 2026.

  • Rafferty Asset Management held 36,540 shares of Smurfit Westrock worth $1.46M as of Q1 2026.
  • Rafferty Asset Management sold 7,192 Smurfit Westrock shares in Q1 2026, an estimated $310K.
  • Smurfit Westrock made up 0.01% of Rafferty Asset Management's portfolio in Q1 2026, its #675 holding.
  • Rafferty Asset Management first reported a position in Smurfit Westrock in Q3 2024 and has held it in 7 quarters since.
  • Rafferty Asset Management's Smurfit Westrock position peaked at $2.31M in Q4 2024.
  • 611 funds tracked by Wall St. Rank held Smurfit Westrock as of Q1 2026.

Based on Rafferty Asset Management's 13F filing for Q1 2026, filed 15 May 2026.