Sage Capital Advisors’s Smurfit Westrock SW Stock Holding History

Sage Capital 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
2026 Q3	$3.09M	Sell	69,955 -7,929	-10%	-$366K	0.62%	46
2026 Q2	$3.6M	Sell	77,884 -295	-0.4%	-$12.2K	0.75%	42
2026 Q1	$3.12M	Sell	78,179 -263	-0.3%	-$11.3K	0.72%	43
2025 Q4	$3.03M	Sell	78,442 -917	-1%	-$35K	0.72%	43
2025 Q3	$3.38M	Buy	79,359 +9	+0%	+$407	0.8%	41
2025 Q2	$3.42M	Sell	79,350 -124	-0.2%	-$5.3K	0.85%	41
2025 Q1	$3.58M	Sell	79,474 -20	-0%	-$1.01K	0.94%	36
2024 Q4	$4.28M	Sell	79,494 -12	-0%	-$611	1.11%	30
2024 Q3	$3.93M	Buy	+79,506	New	+$3.62M	1.03%	33

Other funds holding SW

Trinity Street Asset Management London, United Kingdom $1.87B AUM 14.76% 1-Year Est. Return

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

Polaris Capital Management Boston, Massachusetts $953M AUM 27.74% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Oslo Pensjonsforsikring Oslo $863M AUM 17.72% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Salem Investment Counselors Winston Salem, North Carolina $4.01B AUM 48.23% 1-Year Est. Return

Braun Stacey Associates New York $3.48B AUM 48.73% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Exane Asset Management Paris, France $144M AUM 14.39% 1-Year Est. Return

Sage Capital Advisors's SW Position: Q3 2026 in Review

Sage Capital Advisors reduced its Smurfit Westrock (SW) stake by 10% in Q3 2026, selling an estimated $366K and leaving 69,955 shares worth $3.09M. The position accounts for 0.62% of the portfolio, ranked #46.

Sage Capital Advisors first reported a position in SW in Q3 2024 and has held it in 9 quarters since. The position peaked at $4.28M in Q4 2024. 147 funds tracked by Wall St. Rank hold SW as of Q3 2026.

Sage Capital Advisors held 69,955 shares of Smurfit Westrock worth $3.09M as of Q3 2026.
Sage Capital Advisors sold 7,929 Smurfit Westrock shares in Q3 2026, an estimated $366K.
Smurfit Westrock made up 0.62% of Sage Capital Advisors's portfolio in Q3 2026, its #46 holding.
Sage Capital Advisors first reported a position in Smurfit Westrock in Q3 2024 and has held it in 9 quarters since.
Sage Capital Advisors's Smurfit Westrock position peaked at $4.28M in Q4 2024.
147 funds tracked by Wall St. Rank held Smurfit Westrock as of Q3 2026.

Based on Sage Capital Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.