RIL
SW

Rothschild Investment LLC’s Smurfit Westrock SW Stock Holding History

Rothschild Investment LLC’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 		$32.3K Sell
699
-196
-22% -$8.09K ﹤0.01% 1372
2026
Q1 		$35.7K Buy
895
+628
+235% +$27.1K ﹤0.01% 1220
2025
Q4 		$10.3K Buy
267
+234
+709% +$8.92K ﹤0.01% 1558
2025
Q3 		$1.41K Buy
33
+10
+43% +$453 ﹤0.01% 2434
2025
Q2 		$992 Buy
23
+11
+92% +$471 ﹤0.01% 2473
2025
Q1 		$541 Hold
12
– – ﹤0.01% 2594
2024
Q4 		$646 Buy
+12
New +$611 ﹤0.01% 2436

Other funds holding SW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
TSAM
Trinity Street Asset Management London, United Kingdom $1.94B AUM 26.52% 1-Year Est. Return
RL
Ruffer LLP London, United Kingdom $2.83B AUM 30.34% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
AIMCA
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 27.57% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Rothschild Investment LLC's SW Position: Q2 2026 in Review

Rothschild Investment LLC reduced its Smurfit Westrock (SW) stake by 22% in Q2 2026, selling an estimated $8.09K and leaving 699 shares worth $32.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1372.

Rothschild Investment LLC first reported a position in SW in Q4 2024 and has held it in 7 quarters since. The position peaked at $35.7K in Q1 2026. 326 funds tracked by Wall St. Rank hold SW as of Q2 2026.

  • Rothschild Investment LLC held 699 shares of Smurfit Westrock worth $32.3K as of Q2 2026.
  • Rothschild Investment LLC sold 196 Smurfit Westrock shares in Q2 2026, an estimated $8.09K.
  • Smurfit Westrock made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #1372 holding.
  • Rothschild Investment LLC first reported a position in Smurfit Westrock in Q4 2024 and has held it in 7 quarters since.
  • Rothschild Investment LLC's Smurfit Westrock position peaked at $35.7K in Q1 2026.
  • 326 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.