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 Q2	$1.46M	Sell	31,605 -4,854	-13%	-$200K	0.01%	337
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Westwood Holdings Group's SW Position: Q2 2026 in Review

Westwood Holdings Group reduced its Smurfit Westrock (SW) stake by 13% in Q2 2026, selling an estimated $200K and leaving 31,605 shares worth $1.46M. The position accounts for 0.01% of the portfolio, ranked #337.

Westwood Holdings Group first reported a position in SW in Q3 2024 and has held it in 8 quarters since. The position peaked at $2.03M in Q4 2024. 640 funds tracked by Wall St. Rank hold SW as of Q2 2026.

Westwood Holdings Group held 31,605 shares of Smurfit Westrock worth $1.46M as of Q2 2026.
Westwood Holdings Group sold 4,854 Smurfit Westrock shares in Q2 2026, an estimated $200K.
Smurfit Westrock made up 0.01% of Westwood Holdings Group's portfolio in Q2 2026, its #337 holding.
Westwood Holdings Group first reported a position in Smurfit Westrock in Q3 2024 and has held it in 8 quarters since.
Westwood Holdings Group's Smurfit Westrock position peaked at $2.03M in Q4 2024.
640 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2026.

Based on Westwood Holdings Group's 13F filing for Q2 2026, filed 14 Aug 2026.