Trifecta Capital Advisors’s Smurfit Westrock SW Stock Holding History

Trifecta Capital Advisors’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
2025 Q4	–	Sell	-23	Closed	-$980	–	454
2025 Q3	$980	Hold	23	–	–	﹤0.01%	406
2025 Q2	$993	Buy	+23	New	+$984	﹤0.01%	429
2025 Q1	–	Sell	-200	Closed	-$10.8K	–	437
2024 Q4	$10.8K	Hold	200	–	–	﹤0.01%	210
2024 Q3	$9.88K	Buy	+200	New	+$9.1K	﹤0.01%	218

Other funds holding SW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

CCM

Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Trifecta Capital Advisors's SW Position: Q4 2025 in Review

Trifecta Capital Advisors sold out of Smurfit Westrock (SW) in Q4 2025, closing a stake of 23 shares — an estimated $980 sold.

Trifecta Capital Advisors first reported a position in SW in Q3 2024 and held it in 4 quarters. The position peaked at $10.8K in Q4 2024. 595 funds tracked by Wall St. Rank hold SW as of Q4 2025.

Trifecta Capital Advisors reported no remaining Smurfit Westrock position as of Q4 2025 after selling out during the quarter.
Trifecta Capital Advisors sold 23 Smurfit Westrock shares in Q4 2025, an estimated $980.
Trifecta Capital Advisors first reported a position in Smurfit Westrock in Q3 2024 and held it in 4 quarters.
Trifecta Capital Advisors's Smurfit Westrock position peaked at $10.8K in Q4 2024.
595 funds tracked by Wall St. Rank held Smurfit Westrock as of Q4 2025.

Based on Trifecta Capital Advisors's 13F filing for Q4 2025, filed 30 Jan 2026.