Rathbones Group’s Smurfit Westrock SW Stock Holding History

Rathbones Group’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	$2.77M	Sell	59,827 -10,180	-15%	-$420K	0.01%	274
2026 Q1	$2.79M	Sell	70,007 -7,503	-10%	-$324K	0.01%	270
2025 Q4	$3M	Sell	77,510 -5,140	-6%	-$196K	0.01%	266
2025 Q3	$3.47M	Sell	82,650 -5,730	-6%	-$259K	0.01%	247
2025 Q2	$3.81M	Sell	88,380 -14,015	-14%	-$600K	0.02%	236
2025 Q1	$4.57M	Sell	102,395 -1,707	-2%	-$86.6K	0.02%	204
2024 Q4	$5.63M	Sell	104,102 -8,988	-8%	-$458K	0.03%	188
2024 Q3	$5.67M	Buy	+113,090	New	+$5.14M	0.03%	185

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

Rathbones Group's SW Position: Q2 2026 in Review

Rathbones Group reduced its Smurfit Westrock (SW) stake by 15% in Q2 2026, selling an estimated $420K and leaving 59,827 shares worth $2.77M. The position accounts for 0.01% of the portfolio, ranked #274.

Rathbones Group first reported a position in SW in Q3 2024 and has held it in 8 quarters since. The position peaked at $5.67M in Q3 2024. 640 funds tracked by Wall St. Rank hold SW as of Q2 2026.

Rathbones Group held 59,827 shares of Smurfit Westrock worth $2.77M as of Q2 2026.
Rathbones Group sold 10,180 Smurfit Westrock shares in Q2 2026, an estimated $420K.
Smurfit Westrock made up 0.01% of Rathbones Group's portfolio in Q2 2026, its #274 holding.
Rathbones Group first reported a position in Smurfit Westrock in Q3 2024 and has held it in 8 quarters since.
Rathbones Group's Smurfit Westrock position peaked at $5.67M in Q3 2024.
640 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2026.

Based on Rathbones Group's 13F filing for Q2 2026, filed 23 Jul 2026.