SK
SW

Sarah Ketterer’s Smurfit Westrock SW Stock Holding History

Sarah Ketterer’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 		$696M Sell
15,039,041
-526,987
-3% -$21.8M 7.53% 4
2026
Q1 		$620M Sell
15,566,028
-3,566,851
-19% -$154M 7.61% 5
2025
Q4 		$740M Buy
19,132,879
+11,609,896
+154% +$443M 10.18% 3
2025
Q3 		$320M Buy
7,522,983
+507,289
+7% +$23M 4.23% 6
2025
Q2 		$303M Buy
7,015,694
+4,321,850
+160% +$185M 4.79% 5
2025
Q1 		$121M Buy
2,693,844
+30,880
+1% +$1.57M 2.54% 5
2024
Q4 		$143M Sell
2,662,964
-1,534,615
-37% -$78.2M 3.27% 4
2024
Q3 		$207M Buy
+4,197,579
New +$191M 5.1% 3

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 $3.37T AUM 44.26% 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
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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Sarah Ketterer's SW Position: Q2 2026 in Review

Sarah Ketterer reduced its Smurfit Westrock (SW) stake by 3.4% in Q2 2026, selling an estimated $21.8M and leaving 15,039,041 shares worth $696M. The position accounts for 7.53% of the portfolio, ranked #4.

Sarah Ketterer first reported a position in SW in Q3 2024 and has held it in 8 quarters since. The position peaked at $740M in Q4 2025. 635 funds tracked by Wall St. Rank hold SW as of Q2 2026.

  • Sarah Ketterer held 15,039,041 shares of Smurfit Westrock worth $696M as of Q2 2026.
  • Sarah Ketterer sold 526,987 Smurfit Westrock shares in Q2 2026, an estimated $21.8M.
  • Smurfit Westrock made up 7.53% of Sarah Ketterer's portfolio in Q2 2026, its #4 holding.
  • Sarah Ketterer first reported a position in Smurfit Westrock in Q3 2024 and has held it in 8 quarters since.
  • Sarah Ketterer's Smurfit Westrock position peaked at $740M in Q4 2025.
  • 635 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2026.

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