Vanguard Personalized Indexing Management’s Smurfit Westrock SW Stock Holding History

Vanguard Personalized Indexing 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	$1.33M	Buy	28,852 +2,147	+8%	+$88.7K	0.01%	827
2026 Q1	$1.06M	Buy	26,705 +8,242	+45%	+$355K	0.01%	896
2025 Q4	$714K	Sell	18,463 -4,619	-20%	-$176K	0.01%	1070
2025 Q3	$983K	Sell	23,082 -575	-2%	-$26K	0.01%	917
2025 Q2	$1.02M	Buy	23,657 +2,568	+12%	+$110K	0.01%	865
2025 Q1	$950K	Sell	21,089 -3,198	-13%	-$162K	0.01%	812
2024 Q4	$1.31M	Sell	24,287 -1,054	-4%	-$53.7K	0.02%	650
2024 Q3	$1.25M	Buy	+25,341	New	+$1.15M	0.02%	659

Other funds holding SW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Vanguard Personalized Indexing Management's SW Position: Q2 2026 in Review

Vanguard Personalized Indexing Management increased its Smurfit Westrock (SW) stake by 8% in Q2 2026, buying an estimated $88.7K and bringing the position to 28,852 shares worth $1.33M. The position accounts for 0.01% of the portfolio, ranked #827.

Vanguard Personalized Indexing Management first reported a position in SW in Q3 2024 and has held it in 8 quarters since. 639 funds tracked by Wall St. Rank hold SW as of Q2 2026.

Vanguard Personalized Indexing Management held 28,852 shares of Smurfit Westrock worth $1.33M as of Q2 2026.
Vanguard Personalized Indexing Management bought 2,147 Smurfit Westrock shares in Q2 2026, an estimated $88.7K.
Smurfit Westrock made up 0.01% of Vanguard Personalized Indexing Management's portfolio in Q2 2026, its #827 holding.
Vanguard Personalized Indexing Management first reported a position in Smurfit Westrock in Q3 2024 and has held it in 8 quarters since.
639 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2026.

Based on Vanguard Personalized Indexing Management's 13F filing for Q2 2026, filed 11 Aug 2026.