SEI Investments’s Smurfit Westrock SW Stock Holding History

SEI Investments’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	$68.7M	Sell	1,485,176 -12,791	-0.9%	-$528K	0.06%	355
2026 Q1	$59.7M	Sell	1,497,967 -310,239	-17%	-$13.4M	0.06%	366
2025 Q4	$69.9M	Buy	1,808,206 +1,082,428	+149%	+$41.3M	0.07%	295
2025 Q3	$30.9M	Buy	725,778 +60,616	+9%	+$2.74M	0.03%	540
2025 Q2	$28.7M	Buy	665,162 +349,662	+111%	+$15M	0.03%	545
2025 Q1	$14.2M	Sell	315,500 -41,995	-12%	-$2.13M	0.02%	829
2024 Q4	$19.3M	Sell	357,495 -66,204	-16%	-$3.37M	0.02%	696
2024 Q3	$20.9M	Buy	+423,699	New	+$19.3M	0.03%	640

Other funds holding SW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

SEI Investments's SW Position: Q2 2026 in Review

SEI Investments reduced its Smurfit Westrock (SW) stake by 0.85% in Q2 2026, selling an estimated $528K and leaving 1,485,176 shares worth $68.7M. The position accounts for 0.06% of the portfolio, ranked #355.

SEI Investments first reported a position in SW in Q3 2024 and has held it in 8 quarters since. The position peaked at $69.9M in Q4 2025. 639 funds tracked by Wall St. Rank hold SW as of Q2 2026.

SEI Investments held 1,485,176 shares of Smurfit Westrock worth $68.7M as of Q2 2026.
SEI Investments sold 12,791 Smurfit Westrock shares in Q2 2026, an estimated $528K.
Smurfit Westrock made up 0.06% of SEI Investments's portfolio in Q2 2026, its #355 holding.
SEI Investments first reported a position in Smurfit Westrock in Q3 2024 and has held it in 8 quarters since.
SEI Investments's Smurfit Westrock position peaked at $69.9M in Q4 2025.
639 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2026.

Based on SEI Investments's 13F filing for Q2 2026, filed 14 Aug 2026.