WA
SW

WPG Advisers’s Smurfit Westrock SW Stock Holding History

WPG Advisers’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 		$7.03K Sell
152
-20
-12% -$826 ﹤0.01% 881
2026
Q1 		$6.85K Sell
172
-17
-9% -$733 0.01% 793
2025
Q4 		$7.31K Buy
189
+103
+120% +$3.93K 0.01% 791
2025
Q3 		$3.66K Sell
86
-1
-1% -$45 ﹤0.01% 989
2025
Q2 		$3.75K Sell
87
-48
-36% -$2.05K ﹤0.01% 967
2025
Q1 		$6.08K Sell
135
-149
-52% -$7.55K 0.01% 814
2024
Q4 		$15.3K Buy
+284
New +$14.5K 0.01% 522

Other funds holding SW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
TSAM
Trinity Street Asset Management London, United Kingdom $1.94B AUM 26.52% 1-Year Est. Return
RL
Ruffer LLP London, United Kingdom $2.83B AUM 30.34% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
AIMCA
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 27.57% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

WPG Advisers's SW Position: Q2 2026 in Review

WPG Advisers reduced its Smurfit Westrock (SW) stake by 12% in Q2 2026, selling an estimated $826 and leaving 152 shares worth $7.03K. The position accounts for ﹤0.01% of the portfolio, ranked #881.

WPG Advisers first reported a position in SW in Q4 2024 and has held it in 7 quarters since. The position peaked at $15.3K in Q4 2024. 326 funds tracked by Wall St. Rank hold SW as of Q2 2026.

  • WPG Advisers held 152 shares of Smurfit Westrock worth $7.03K as of Q2 2026.
  • WPG Advisers sold 20 Smurfit Westrock shares in Q2 2026, an estimated $826.
  • Smurfit Westrock made up ﹤0.01% of WPG Advisers's portfolio in Q2 2026, its #881 holding.
  • WPG Advisers first reported a position in Smurfit Westrock in Q4 2024 and has held it in 7 quarters since.
  • WPG Advisers's Smurfit Westrock position peaked at $15.3K in Q4 2024.
  • 326 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2026.

Based on WPG Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.