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 Q2	$1.41M	Sell	30,514 -6,204	-17%	-$256K	﹤0.01%	1552
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 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

Tidal Investments's SW Position: Q2 2026 in Review

Tidal Investments reduced its Smurfit Westrock (SW) stake by 17% in Q2 2026, selling an estimated $256K and leaving 30,514 shares worth $1.41M. The position accounts for ﹤0.01% of the portfolio, ranked #1552.

Tidal Investments first reported a position in SW in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.76M in Q4 2024. 639 funds tracked by Wall St. Rank hold SW as of Q2 2026.

Tidal Investments held 30,514 shares of Smurfit Westrock worth $1.41M as of Q2 2026.
Tidal Investments sold 6,204 Smurfit Westrock shares in Q2 2026, an estimated $256K.
Smurfit Westrock made up ﹤0.01% of Tidal Investments's portfolio in Q2 2026, its #1552 holding.
Tidal Investments first reported a position in Smurfit Westrock in Q3 2024 and has held it in 8 quarters since.
Tidal Investments's Smurfit Westrock position peaked at $1.76M in Q4 2024.
639 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2026.

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