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
Q2 		$22.2M Sell
479,695
-104,330
-18% -$4.31M 0.03% 391
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 $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 $3.38T AUM 44.17% 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

Universal-Beteiligungs- und Servicegesellschaft's SW Position: Q2 2026 in Review

Universal-Beteiligungs- und Servicegesellschaft reduced its Smurfit Westrock (SW) stake by 18% in Q2 2026, selling an estimated $4.31M and leaving 479,695 shares worth $22.2M. The position accounts for 0.03% of the portfolio, ranked #391.

Universal-Beteiligungs- und Servicegesellschaft first reported a position in SW in Q4 2024 and has held it in 7 quarters since. The position peaked at $72.8M in Q4 2024. 640 funds tracked by Wall St. Rank hold SW as of Q2 2026.

  • Universal-Beteiligungs- und Servicegesellschaft held 479,695 shares of Smurfit Westrock worth $22.2M as of Q2 2026.
  • Universal-Beteiligungs- und Servicegesellschaft sold 104,330 Smurfit Westrock shares in Q2 2026, an estimated $4.31M.
  • Smurfit Westrock made up 0.03% of Universal-Beteiligungs- und Servicegesellschaft's portfolio in Q2 2026, its #391 holding.
  • Universal-Beteiligungs- und Servicegesellschaft first reported a position in Smurfit Westrock in Q4 2024 and has held it in 7 quarters since.
  • Universal-Beteiligungs- und Servicegesellschaft's Smurfit Westrock position peaked at $72.8M in Q4 2024.
  • 640 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2026.

Based on Universal-Beteiligungs- und Servicegesellschaft's 13F filing for Q2 2026, filed 6 Aug 2026.