RS
SW

Rakuten Securities’s Smurfit Westrock SW Stock Holding History

Rakuten 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
Q3 		– Sell
-1
Closed -$43 – 957
2025
Q2 		$43 Sell
1
-50
-98% -$2.14K ﹤0.01% 830
2025
Q1 		$2.3K Sell
51
-345
-87% -$17.5K ﹤0.01% 579
2024
Q4 		$21.3K Buy
+396
New +$20.2K 0.01% 298

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Rakuten Securities's SW Position: Q3 2025 in Review

Rakuten Securities sold out of Smurfit Westrock (SW) in Q3 2025, closing a stake of 1 share — an estimated $43 sold.

Rakuten Securities first reported a position in SW in Q4 2024 and held it in 3 quarters. The position peaked at $21.3K in Q4 2024. 599 funds tracked by Wall St. Rank hold SW as of Q3 2025.

  • Rakuten Securities reported no remaining Smurfit Westrock position as of Q3 2025 after selling out during the quarter.
  • Rakuten Securities sold 1 Smurfit Westrock share in Q3 2025, an estimated $43.
  • Rakuten Securities first reported a position in Smurfit Westrock in Q4 2024 and held it in 3 quarters.
  • Rakuten Securities's Smurfit Westrock position peaked at $21.3K in Q4 2024.
  • 599 funds tracked by Wall St. Rank held Smurfit Westrock as of Q3 2025.

Based on Rakuten Securities's 13F filing for Q3 2025, filed 28 Oct 2025.