USAA
SW

United Services Automobile Association’s Smurfit Westrock SW Stock Holding History

United Services Automobile Association’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
Q2 		– Sell
-11,572
Closed -$515K – 1061
2025
Q1 		$515K Hold
11,572
– – 0.02% 524
2024
Q4 		$623K Buy
11,572
+740
+7% +$37.7K 0.02% 269
2024
Q3 		$535K Buy
+10,832
New +$493K 0.01% 277

Other funds holding SW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

United Services Automobile Association's SW Position: Q2 2025 in Review

United Services Automobile Association sold out of Smurfit Westrock (SW) in Q2 2025, closing a stake of 11,572 shares — an estimated $515K sold.

United Services Automobile Association first reported a position in SW in Q3 2024 and held it in 3 quarters. The position peaked at $623K in Q4 2024. 575 funds tracked by Wall St. Rank hold SW as of Q2 2025.

  • United Services Automobile Association reported no remaining Smurfit Westrock position as of Q2 2025 after selling out during the quarter.
  • United Services Automobile Association sold 11,572 Smurfit Westrock shares in Q2 2025, an estimated $515K.
  • United Services Automobile Association first reported a position in Smurfit Westrock in Q3 2024 and held it in 3 quarters.
  • United Services Automobile Association's Smurfit Westrock position peaked at $623K in Q4 2024.
  • 575 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2025.

Based on United Services Automobile Association's 13F filing for Q2 2025, filed 15 Aug 2025.