TI
SW

Tidal Investments’s Smurfit Westrock SW Stock Holding History

Tidal 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
Q1 		$1.46M Buy
36,718
+6,969
+23% +$301K ﹤0.01% 1273
2025
Q4 		$1.15M Buy
29,749
+13,113
+79% +$500K ﹤0.01% 1197
2025
Q3 		$708K Buy
16,636
+2,000
+14% +$90.5K ﹤0.01% 1378
2025
Q2 		$632K Buy
14,636
+5,611
+62% +$240K ﹤0.01% 1254
2025
Q1 		$407K Sell
9,025
-23,635
-72% -$1.2M ﹤0.01% 1418
2024
Q4 		$1.76M Sell
32,660
-1,355
-4% -$69K 0.01% 748
2024
Q3 		$1.68M Buy
+34,015
New +$1.55M 0.02% 741

Other funds holding SW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
CCM
Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Tidal Investments's SW Position: Q1 2026 in Review

Tidal Investments increased its Smurfit Westrock (SW) stake by 23% in Q1 2026, buying an estimated $301K and bringing the position to 36,718 shares worth $1.46M. The position accounts for ﹤0.01% of the portfolio, ranked #1273.

Tidal Investments first reported a position in SW in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.76M in Q4 2024. 611 funds tracked by Wall St. Rank hold SW as of Q1 2026.

  • Tidal Investments held 36,718 shares of Smurfit Westrock worth $1.46M as of Q1 2026.
  • Tidal Investments bought 6,969 Smurfit Westrock shares in Q1 2026, an estimated $301K.
  • Smurfit Westrock made up ﹤0.01% of Tidal Investments's portfolio in Q1 2026, its #1273 holding.
  • Tidal Investments first reported a position in Smurfit Westrock in Q3 2024 and has held it in 7 quarters since.
  • Tidal Investments's Smurfit Westrock position peaked at $1.76M in Q4 2024.
  • 611 funds tracked by Wall St. Rank held Smurfit Westrock as of Q1 2026.

Based on Tidal Investments's 13F filing for Q1 2026, filed 15 May 2026.