Vontobel Holding
SW

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
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
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

Vontobel Holding's SW Position: Q1 2026 in Review

Vontobel Holding reduced its Smurfit Westrock (SW) stake by 3.7% in Q1 2026, selling an estimated $2M and leaving 1,222,803 shares worth $48.7M. The position accounts for 0.17% of the portfolio, ranked #122.

Vontobel Holding first reported a position in SW in Q3 2024 and has held it in 7 quarters since. The position peaked at $75.8M in Q4 2024. 611 funds tracked by Wall St. Rank hold SW as of Q1 2026.

  • Vontobel Holding held 1,222,803 shares of Smurfit Westrock worth $48.7M as of Q1 2026.
  • Vontobel Holding sold 46,332 Smurfit Westrock shares in Q1 2026, an estimated $2M.
  • Smurfit Westrock made up 0.17% of Vontobel Holding's portfolio in Q1 2026, its #122 holding.
  • Vontobel Holding first reported a position in Smurfit Westrock in Q3 2024 and has held it in 7 quarters since.
  • Vontobel Holding's Smurfit Westrock position peaked at $75.8M in Q4 2024.
  • 611 funds tracked by Wall St. Rank held Smurfit Westrock as of Q1 2026.

Based on Vontobel Holding's 13F filing for Q1 2026, filed 8 May 2026.