Vontobel Holding’s Smurfit Westrock SW Stock Holding History

Vontobel Holding’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	$62M	Buy	1,340,615 +117,812	+10%	+$4.87M	0.2%	115
2026 Q1	$48.7M	Sell	1,222,803 -46,332	-4%	-$2M	0.17%	122
2025 Q4	$49.1M	Buy	1,269,135 +27,557	+2%	+$1.05M	0.15%	114
2025 Q3	$52.9M	Sell	1,241,578 -19,601	-2%	-$887K	0.16%	100
2025 Q2	$54.4M	Sell	1,261,179 -160,327	-11%	-$6.86M	0.17%	94
2025 Q1	$64.1M	Buy	1,421,506 +14,472	+1%	+$734K	0.23%	70
2024 Q4	$75.8M	Buy	1,407,034 +135,656	+11%	+$6.91M	0.26%	65
2024 Q3	$62.8M	Buy	+1,271,378	New	+$57.8M	0.2%	83

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

Vontobel Holding's SW Position: Q2 2026 in Review

Vontobel Holding increased its Smurfit Westrock (SW) stake by 9.6% in Q2 2026, buying an estimated $4.87M and bringing the position to 1,340,615 shares worth $62M. The position accounts for 0.2% of the portfolio, ranked #115.

Vontobel Holding first reported a position in SW in Q3 2024 and has held it in 8 quarters since. The position peaked at $75.8M in Q4 2024. 640 funds tracked by Wall St. Rank hold SW as of Q2 2026.

Vontobel Holding held 1,340,615 shares of Smurfit Westrock worth $62M as of Q2 2026.
Vontobel Holding bought 117,812 Smurfit Westrock shares in Q2 2026, an estimated $4.87M.
Smurfit Westrock made up 0.2% of Vontobel Holding's portfolio in Q2 2026, its #115 holding.
Vontobel Holding first reported a position in Smurfit Westrock in Q3 2024 and has held it in 8 quarters since.
Vontobel Holding's Smurfit Westrock position peaked at $75.8M in Q4 2024.
640 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2026.

Based on Vontobel Holding's 13F filing for Q2 2026, filed 3 Aug 2026.