Rockefeller Capital Management
SW

Rockefeller Capital Management’s Smurfit Westrock SW Stock Holding History

Rockefeller Capital Management’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 		$407K Sell
8,793
-888
-9% -$36.7K ﹤0.01% 2197
2026
Q1 		$386K Sell
9,681
-1,103
-10% -$47.6K ﹤0.01% 2126
2025
Q4 		$417K Buy
10,784
+3,071
+40% +$117K ﹤0.01% 2000
2025
Q3 		$328K Buy
+7,713
New +$349K ﹤0.01% 1970
2025
Q2 		– Sell
-16,926
Closed -$763K – 1796
2025
Q1 		$763K Buy
16,926
+1,060
+7% +$53.7K ﹤0.01% 1354
2024
Q4 		$855K Buy
15,866
+225
+1% +$11.5K ﹤0.01% 1307
2024
Q3 		$773K Buy
+15,641
New +$711K ﹤0.01% 1312

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
CCM
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

Rockefeller Capital Management's SW Position: Q2 2026 in Review

Rockefeller Capital Management reduced its Smurfit Westrock (SW) stake by 9.2% in Q2 2026, selling an estimated $36.7K and leaving 8,793 shares worth $407K. The position accounts for ﹤0.01% of the portfolio, ranked #2197.

Rockefeller Capital Management first reported a position in SW in Q3 2024 and has held it in 7 quarters since. The position peaked at $855K in Q4 2024. 640 funds tracked by Wall St. Rank hold SW as of Q2 2026.

  • Rockefeller Capital Management held 8,793 shares of Smurfit Westrock worth $407K as of Q2 2026.
  • Rockefeller Capital Management sold 888 Smurfit Westrock shares in Q2 2026, an estimated $36.7K.
  • Smurfit Westrock made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #2197 holding.
  • Rockefeller Capital Management first reported a position in Smurfit Westrock in Q3 2024 and has held it in 7 quarters since.
  • Rockefeller Capital Management's Smurfit Westrock position peaked at $855K in Q4 2024.
  • 640 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2026.

Based on Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.