WAM
SW

Werlinich Asset Management’s Smurfit Westrock SW Stock Holding History

Werlinich Asset Management’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
2025
Q2 		– Sell
-51,900
Closed -$2.34M – 63
2025
Q1 		$2.34M Hold
51,900
– – 1.49% 24
2024
Q4 		$2.78M Hold
51,900
– – 1.62% 20
2024
Q3 		$2.56M Buy
+51,900
New +$2.36M 1.49% 21

Other funds holding SW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Werlinich Asset Management's SW Position: Q2 2025 in Review

Werlinich Asset Management sold out of Smurfit Westrock (SW) in Q2 2025, closing a stake of 51,900 shares — an estimated $2.34M sold.

Werlinich Asset Management first reported a position in SW in Q3 2024 and held it in 3 quarters. The position peaked at $2.78M in Q4 2024. 575 funds tracked by Wall St. Rank hold SW as of Q2 2025.

  • Werlinich Asset Management reported no remaining Smurfit Westrock position as of Q2 2025 after selling out during the quarter.
  • Werlinich Asset Management sold 51,900 Smurfit Westrock shares in Q2 2025, an estimated $2.34M.
  • Werlinich Asset Management first reported a position in Smurfit Westrock in Q3 2024 and held it in 3 quarters.
  • Werlinich Asset Management's Smurfit Westrock position peaked at $2.78M in Q4 2024.
  • 575 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2025.

Based on Werlinich Asset Management's 13F filing for Q2 2025, filed 9 Jul 2025.