VA
SW

Vident Advisory’s Smurfit Westrock SW Stock Holding History

Vident Advisory’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 		$16.8M Buy
363,453
+34,261
+10% +$1.41M 0.12% 157
2026
Q1 		$13.1M Buy
329,192
+88,155
+37% +$3.8M 0.11% 159
2025
Q4 		$9.32M Buy
241,037
+129,905
+117% +$4.95M 0.08% 203
2025
Q3 		$4.73M Buy
111,132
+103,280
+1,315% +$4.67M 0.05% 317
2025
Q2 		$339K Sell
7,852
-30,877
-80% -$1.32M ﹤0.01% 1249
2025
Q1 		$1.75M Buy
38,729
+27,413
+242% +$1.39M 0.03% 520
2024
Q4 		$609K Buy
11,316
+5,925
+110% +$302K 0.01% 851
2024
Q3 		$266K Buy
+5,391
New +$245K 0.01% 1182

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

Vident Advisory's SW Position: Q2 2026 in Review

Vident Advisory increased its Smurfit Westrock (SW) stake by 10% in Q2 2026, buying an estimated $1.41M and bringing the position to 363,453 shares worth $16.8M. The position accounts for 0.12% of the portfolio, ranked #157.

Vident Advisory first reported a position in SW in Q3 2024 and has held it in 8 quarters since. 640 funds tracked by Wall St. Rank hold SW as of Q2 2026.

  • Vident Advisory held 363,453 shares of Smurfit Westrock worth $16.8M as of Q2 2026.
  • Vident Advisory bought 34,261 Smurfit Westrock shares in Q2 2026, an estimated $1.41M.
  • Smurfit Westrock made up 0.12% of Vident Advisory's portfolio in Q2 2026, its #157 holding.
  • Vident Advisory first reported a position in Smurfit Westrock in Q3 2024 and has held it in 8 quarters since.
  • 640 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2026.

Based on Vident Advisory's 13F filing for Q2 2026, filed 12 Aug 2026.