Universal-Beteiligungs- und Servicegesellschaft
SW

Universal-Beteiligungs- und Servicegesellschaft’s Smurfit Westrock SW Stock Holding History

Universal-Beteiligungs- und Servicegesellschaft’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 		$22.9M Sell
584,025
-393,362
-40% -$17M 0.04% 348
2025
Q4 		$37.8M Buy
977,387
+6,792
+0.7% +$259K 0.06% 257
2025
Q3 		$40.8M Buy
970,595
+74,360
+8% +$3.37M 0.07% 241
2025
Q2 		$38.6M Sell
896,235
-359,817
-29% -$15.4M 0.07% 248
2025
Q1 		$56.1M Sell
1,256,052
-90,939
-7% -$4.61M 0.11% 178
2024
Q4 		$72.8M Buy
+1,346,991
New +$68.6M 0.14% 146

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

Universal-Beteiligungs- und Servicegesellschaft's SW Position: Q1 2026 in Review

Universal-Beteiligungs- und Servicegesellschaft reduced its Smurfit Westrock (SW) stake by 40% in Q1 2026, selling an estimated $17M and leaving 584,025 shares worth $22.9M. The position accounts for 0.04% of the portfolio, ranked #348.

Universal-Beteiligungs- und Servicegesellschaft first reported a position in SW in Q4 2024 and has held it in 6 quarters since. The position peaked at $72.8M in Q4 2024. 611 funds tracked by Wall St. Rank hold SW as of Q1 2026.

  • Universal-Beteiligungs- und Servicegesellschaft held 584,025 shares of Smurfit Westrock worth $22.9M as of Q1 2026.
  • Universal-Beteiligungs- und Servicegesellschaft sold 393,362 Smurfit Westrock shares in Q1 2026, an estimated $17M.
  • Smurfit Westrock made up 0.04% of Universal-Beteiligungs- und Servicegesellschaft's portfolio in Q1 2026, its #348 holding.
  • Universal-Beteiligungs- und Servicegesellschaft first reported a position in Smurfit Westrock in Q4 2024 and has held it in 6 quarters since.
  • Universal-Beteiligungs- und Servicegesellschaft's Smurfit Westrock position peaked at $72.8M in Q4 2024.
  • 611 funds tracked by Wall St. Rank held Smurfit Westrock as of Q1 2026.

Based on Universal-Beteiligungs- und Servicegesellschaft's 13F filing for Q1 2026, filed 11 May 2026.