SS
SW

Steve Schonfeld’s Smurfit Westrock SW Stock Holding History

Steve Schonfeld’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 		– Sell
-264,271
Closed -$10.5M – 3088
2026
Q1 		$10.5M Buy
264,271
+254,432
+2,586% +$11M 0.07% 285
2025
Q4 		$380K Buy
+9,839
New +$375K ﹤0.01% 1497
2025
Q3 		– Sell
-386,538
Closed -$16.7M – 2653
2025
Q2 		$16.7M Buy
+386,538
New +$16.5M 0.11% 206
2025
Q1 		– Sell
-506,870
Closed -$27.3M – 2552
2024
Q4 		$27.3M Buy
506,870
+502,650
+11,911% +$25.6M 0.16% 108
2024
Q3 		$209K Buy
+4,220
New +$192K ﹤0.01% 1801

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

Steve Schonfeld's SW Position: Q2 2026 in Review

Steve Schonfeld sold out of Smurfit Westrock (SW) in Q2 2026, closing a stake of 264,271 shares — an estimated $10.5M sold.

Steve Schonfeld first reported a position in SW in Q3 2024 and held it in 5 quarters. The position peaked at $27.3M in Q4 2024. 635 funds tracked by Wall St. Rank hold SW as of Q2 2026.

  • Steve Schonfeld reported no remaining Smurfit Westrock position as of Q2 2026 after selling out during the quarter.
  • Steve Schonfeld sold 264,271 Smurfit Westrock shares in Q2 2026, an estimated $10.5M.
  • Steve Schonfeld first reported a position in Smurfit Westrock in Q3 2024 and held it in 5 quarters.
  • Steve Schonfeld's Smurfit Westrock position peaked at $27.3M in Q4 2024.
  • 635 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2026.

Based on Schonfeld Strategic Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.