WI
SW

Wahed Invest’s Smurfit Westrock SW Stock Holding History

Wahed Invest’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 		$611K Sell
13,206
-369
-3% -$15.2K 0.06% 159
2026
Q1 		$541K Sell
13,575
-146
-1% -$6.3K 0.07% 165
2025
Q4 		$531K Buy
13,721
+221
+2% +$8.43K 0.07% 161
2025
Q3 		$575K Buy
+13,500
New +$611K 0.08% 159

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 $3.37T AUM 44.26% 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

Wahed Invest's SW Position: Q2 2026 in Review

Wahed Invest reduced its Smurfit Westrock (SW) stake by 2.7% in Q2 2026, selling an estimated $15.2K and leaving 13,206 shares worth $611K. The position accounts for 0.06% of the portfolio, ranked #159.

Wahed Invest first reported a position in SW in Q3 2025 and has held it in 4 quarters since. 639 funds tracked by Wall St. Rank hold SW as of Q2 2026.

  • Wahed Invest held 13,206 shares of Smurfit Westrock worth $611K as of Q2 2026.
  • Wahed Invest sold 369 Smurfit Westrock shares in Q2 2026, an estimated $15.2K.
  • Smurfit Westrock made up 0.06% of Wahed Invest's portfolio in Q2 2026, its #159 holding.
  • Wahed Invest first reported a position in Smurfit Westrock in Q3 2025 and has held it in 4 quarters since.
  • 639 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2026.

Based on Wahed Invest's 13F filing for Q2 2026, filed 11 Aug 2026.