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 Q3	$61.2M	Buy	1,387,054 +46,439	+3%	+$2.14M	0.22%	104
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

Trinity Street Asset Management London, United Kingdom $1.87B AUM 14.76% 1-Year Est. Return

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

Polaris Capital Management Boston, Massachusetts $953M AUM 27.74% 1-Year Est. Return

Oslo Pensjonsforsikring Oslo $863M AUM 17.72% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Salem Investment Counselors Winston Salem, North Carolina $4.01B AUM 48.23% 1-Year Est. Return

Braun Stacey Associates New York $3.48B AUM 48.73% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Exane Asset Management Paris, France $144M AUM 14.39% 1-Year Est. Return

ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return

Vontobel Holding's SW Position: Q3 2026 in Review

Vontobel Holding increased its Smurfit Westrock (SW) stake by 3.5% in Q3 2026, buying an estimated $2.14M and bringing the position to 1,387,054 shares worth $61.2M. The position accounts for 0.22% of the portfolio, ranked #104.

Vontobel Holding first reported a position in SW in Q3 2024 and has held it in 9 quarters since. The position peaked at $75.8M in Q4 2024. 133 funds tracked by Wall St. Rank hold SW as of Q3 2026.

Vontobel Holding held 1,387,054 shares of Smurfit Westrock worth $61.2M as of Q3 2026.
Vontobel Holding bought 46,439 Smurfit Westrock shares in Q3 2026, an estimated $2.14M.
Smurfit Westrock made up 0.22% of Vontobel Holding's portfolio in Q3 2026, its #104 holding.
Vontobel Holding first reported a position in Smurfit Westrock in Q3 2024 and has held it in 9 quarters since.
Vontobel Holding's Smurfit Westrock position peaked at $75.8M in Q4 2024.
133 funds tracked by Wall St. Rank held Smurfit Westrock as of Q3 2026.

Based on Vontobel Holding's 13F filing for Q3 2026, filed 16 Oct 2026.