WHG
SW

Westwood Holdings Group’s Smurfit Westrock SW Stock Holding History

Westwood Holdings Group’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 		$1.45M Buy
36,459
+437
+1% +$18.8K 0.01% 332
2025
Q4 		$1.39M Buy
36,022
+4,902
+16% +$187K 0.01% 356
2025
Q3 		$1.32M Buy
31,120
+468
+2% +$21.2K 0.01% 366
2025
Q2 		$1.32M Sell
30,652
-661
-2% -$28.3K 0.01% 362
2025
Q1 		$1.41M Sell
31,313
-6,440
-17% -$327K 0.01% 339
2024
Q4 		$2.03M Sell
37,753
-1,268
-3% -$64.6K 0.02% 323
2024
Q3 		$1.93M Buy
+39,021
New +$1.77M 0.01% 336

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

Westwood Holdings Group's SW Position: Q1 2026 in Review

Westwood Holdings Group increased its Smurfit Westrock (SW) stake by 1.2% in Q1 2026, buying an estimated $18.8K and bringing the position to 36,459 shares worth $1.45M. The position accounts for 0.01% of the portfolio, ranked #332.

Westwood Holdings Group first reported a position in SW in Q3 2024 and has held it in 7 quarters since. The position peaked at $2.03M in Q4 2024. 611 funds tracked by Wall St. Rank hold SW as of Q1 2026.

  • Westwood Holdings Group held 36,459 shares of Smurfit Westrock worth $1.45M as of Q1 2026.
  • Westwood Holdings Group bought 437 Smurfit Westrock shares in Q1 2026, an estimated $18.8K.
  • Smurfit Westrock made up 0.01% of Westwood Holdings Group's portfolio in Q1 2026, its #332 holding.
  • Westwood Holdings Group first reported a position in Smurfit Westrock in Q3 2024 and has held it in 7 quarters since.
  • Westwood Holdings Group's Smurfit Westrock position peaked at $2.03M in Q4 2024.
  • 611 funds tracked by Wall St. Rank held Smurfit Westrock as of Q1 2026.

Based on Westwood Holdings Group's 13F filing for Q1 2026, filed 15 May 2026.