RA
SW

Rise Advisors’s Smurfit Westrock SW Stock Holding History

Rise Advisors’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
Q4 		– Sell
-363
Closed -$15.4K – 1496
2025
Q3 		$15.4K Buy
363
+10
+3% +$453 0.01% 731
2025
Q2 		$15.2K Hold
353
– – 0.01% 708
2025
Q1 		$15.9K Buy
353
+61
+21% +$3.09K 0.01% 650
2024
Q4 		$15.7K Buy
+292
New +$14.9K 0.01% 799

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
CCM
Causeway Capital Management Los Angeles, California $9.24B AUM 21.27% 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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Rise Advisors's SW Position: Q4 2025 in Review

Rise Advisors sold out of Smurfit Westrock (SW) in Q4 2025, closing a stake of 363 shares — an estimated $15.4K sold.

Rise Advisors first reported a position in SW in Q4 2024 and held it in 4 quarters. The position peaked at $15.9K in Q1 2025. 595 funds tracked by Wall St. Rank hold SW as of Q4 2025.

  • Rise Advisors reported no remaining Smurfit Westrock position as of Q4 2025 after selling out during the quarter.
  • Rise Advisors sold 363 Smurfit Westrock shares in Q4 2025, an estimated $15.4K.
  • Rise Advisors first reported a position in Smurfit Westrock in Q4 2024 and held it in 4 quarters.
  • Rise Advisors's Smurfit Westrock position peaked at $15.9K in Q1 2025.
  • 595 funds tracked by Wall St. Rank held Smurfit Westrock as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.