Ray Dalio’s Smurfit Westrock SW Stock Holding History

Ray Dalio’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 Q1	–	Sell	-7,269	Closed	-$392K	–	812
2024 Q4	$392K	Sell	7,269 -73,327	-91%	-$3.74M	﹤0.01%	598
2024 Q3	$3.98M	Buy	+80,596	New	+$3.67M	0.02%	407

Other funds holding SW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Ray Dalio's SW Position: Q1 2025 in Review

Ray Dalio sold out of Smurfit Westrock (SW) in Q1 2025, closing a stake of 7,269 shares — an estimated $392K sold.

Ray Dalio first reported a position in SW in Q3 2024 and held it in 2 quarters. The position peaked at $3.98M in Q3 2024. 596 funds tracked by Wall St. Rank hold SW as of Q1 2025.

Ray Dalio reported no remaining Smurfit Westrock position as of Q1 2025 after selling out during the quarter.
Ray Dalio sold 7,269 Smurfit Westrock shares in Q1 2025, an estimated $392K.
Ray Dalio first reported a position in Smurfit Westrock in Q3 2024 and held it in 2 quarters.
Ray Dalio's Smurfit Westrock position peaked at $3.98M in Q3 2024.
596 funds tracked by Wall St. Rank held Smurfit Westrock as of Q1 2025.

Based on Bridgewater Associates's 13F filing for Q1 2025, filed 14 May 2025.