SC
SW

Stance Capital’s Smurfit Westrock SW Stock Holding History

Stance Capital’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 		$27.3K Sell
591
-14,454
-96% -$597K 0.01% 198
2026
Q1 		$600K Sell
15,045
-23,828
-61% -$1.03M 0.29% 88
2025
Q4 		$1.5M Buy
+38,873
New +$1.48M 0.55% 43
2025
Q2 		– Sell
-23,304
Closed -$1.05M – 179
2025
Q1 		$1.05M Buy
+23,304
New +$1.18M 0.78% 37

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
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

Stance Capital's SW Position: Q2 2026 in Review

Stance Capital reduced its Smurfit Westrock (SW) stake by 96% in Q2 2026, selling an estimated $597K and leaving 591 shares worth $27.3K. The position accounts for 0.01% of the portfolio, ranked #198.

Stance Capital first reported a position in SW in Q1 2025 and has held it in 4 quarters since. The position peaked at $1.5M in Q4 2025. 639 funds tracked by Wall St. Rank hold SW as of Q2 2026.

  • Stance Capital held 591 shares of Smurfit Westrock worth $27.3K as of Q2 2026.
  • Stance Capital sold 14,454 Smurfit Westrock shares in Q2 2026, an estimated $597K.
  • Smurfit Westrock made up 0.01% of Stance Capital's portfolio in Q2 2026, its #198 holding.
  • Stance Capital first reported a position in Smurfit Westrock in Q1 2025 and has held it in 4 quarters since.
  • Stance Capital's Smurfit Westrock position peaked at $1.5M in Q4 2025.
  • 639 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2026.

Based on Stance Capital's 13F filing for Q2 2026, filed 14 Aug 2026.