TIM
SW

Triodos Investment Management’s Smurfit Westrock SW Stock Holding History

Triodos Investment 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
Q2 		$27.1M Buy
+586,314
New +$24.2M 1.65% 25
2025
Q4 		– Sell
-7,400
Closed -$315K – 53
2025
Q3 		$315K Hold
7,400
– – 0.02% 50
2025
Q2 		$319K Sell
7,400
-1,300
-15% -$55.6K 0.02% 50
2025
Q1 		$387K Sell
8,700
-594,534
-99% -$30.1M 0.03% 50
2024
Q4 		$32.5M Sell
603,234
-12,000
-2% -$611K 2.63% 16
2024
Q3 		$30.4M Buy
+615,234
New +$28M 2.4% 18

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

Triodos Investment Management's SW Position: Q2 2026 in Review

Triodos Investment Management opened a new position in Smurfit Westrock (SW) in Q2 2026: 586,314 shares worth $27.1M. The stake represents 1.65% of the portfolio and ranks #25 among its holdings. This is a return to the name: Triodos Investment Management previously reported a position in SW as recently as Q3 2025.

Triodos Investment Management first reported a position in SW in Q3 2024 and has held it in 6 quarters since. The position peaked at $32.5M in Q4 2024. 640 funds tracked by Wall St. Rank hold SW as of Q2 2026.

  • Triodos Investment Management held 586,314 shares of Smurfit Westrock worth $27.1M as of Q2 2026.
  • Smurfit Westrock was a new Triodos Investment Management position in Q2 2026.
  • Smurfit Westrock made up 1.65% of Triodos Investment Management's portfolio in Q2 2026, its #25 holding.
  • Triodos Investment Management first reported a position in Smurfit Westrock in Q3 2024 and has held it in 6 quarters since.
  • Triodos Investment Management's Smurfit Westrock position peaked at $32.5M in Q4 2024.
  • 640 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2026.

Based on Triodos Investment Management's 13F filing for Q2 2026, filed 29 Jul 2026.