Ray Dalio
SW icon

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
2026
Q2 		$21.8M Buy
+471,953
New +$19.5M 0.09% 187
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

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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Causeway Capital Management
Causeway Capital Management Los Angeles, California $9.24B AUM 21.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Ray Dalio's SW Position: Q2 2026 in Review

Ray Dalio opened a new position in Smurfit Westrock (SW) in Q2 2026: 471,953 shares worth $21.8M. The stake represents 0.09% of the portfolio and ranks #187 among its holdings. This is a return to the name: Ray Dalio previously reported a position in SW as recently as Q4 2024.

Ray Dalio first reported a position in SW in Q3 2024 and has held it in 3 quarters since. 642 funds tracked by Wall St. Rank hold SW as of Q2 2026.

  • Ray Dalio held 471,953 shares of Smurfit Westrock worth $21.8M as of Q2 2026.
  • Smurfit Westrock was a new Ray Dalio position in Q2 2026.
  • Smurfit Westrock made up 0.09% of Ray Dalio's portfolio in Q2 2026, its #187 holding.
  • Ray Dalio first reported a position in Smurfit Westrock in Q3 2024 and has held it in 3 quarters since.
  • 642 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2026.

Based on Bridgewater Associates's 13F filing for Q2 2026, filed 14 Aug 2026.