Sterling Capital Management’s Smurfit Westrock SW Stock Holding History

Sterling Capital Management’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	$1.12M	Sell	25,446 -3,566	-12%	-$165K	0.02%	445
2026 Q2	$1.34M	Sell	29,012 -1,789	-6%	-$73.9K	0.02%	456
2026 Q1	$1.23M	Sell	30,801 -16,296	-35%	-$703K	0.02%	439
2025 Q4	$1.82M	Buy	47,097 +8,229	+21%	+$314K	0.03%	428
2025 Q3	$1.65M	Sell	38,868 -4,598	-11%	-$208K	0.02%	457
2025 Q2	$1.88M	Buy	43,466 +14,723	+51%	+$630K	0.03%	411
2025 Q1	$1.3M	Sell	28,743 -5,995	-17%	-$304K	0.02%	515
2024 Q4	$1.87M	Buy	34,738 +10,312	+42%	+$525K	0.03%	436
2024 Q3	$1.21M	Buy	+24,426	New	+$1.11M	0.02%	533

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

Sterling Capital Management's SW Position: Q3 2026 in Review

Sterling Capital Management reduced its Smurfit Westrock (SW) stake by 12% in Q3 2026, selling an estimated $165K and leaving 25,446 shares worth $1.12M. The position accounts for 0.02% of the portfolio, ranked #445.

Sterling Capital Management first reported a position in SW in Q3 2024 and has held it in 9 quarters since. The position peaked at $1.88M in Q2 2025. 147 funds tracked by Wall St. Rank hold SW as of Q3 2026.

Sterling Capital Management held 25,446 shares of Smurfit Westrock worth $1.12M as of Q3 2026.
Sterling Capital Management sold 3,566 Smurfit Westrock shares in Q3 2026, an estimated $165K.
Smurfit Westrock made up 0.02% of Sterling Capital Management's portfolio in Q3 2026, its #445 holding.
Sterling Capital Management first reported a position in Smurfit Westrock in Q3 2024 and has held it in 9 quarters since.
Sterling Capital Management's Smurfit Westrock position peaked at $1.88M in Q2 2025.
147 funds tracked by Wall St. Rank held Smurfit Westrock as of Q3 2026.

Based on Sterling Capital Management's 13F filing for Q3 2026, filed 22 Oct 2026.