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Action Point Financial Planning’s Southwest Gas SWX Stock Holding History

Action Point Financial Planning’s Portfolio SWX Stock Details SWX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.59K Buy
+66
New +$5.91K ﹤0.01% 1764

Other funds holding SWX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
CM
Corvex Management New York $3.27B AUM 38.53% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
MC
Maverick Capital Dallas, Texas $11.3B AUM 76.6% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return

Action Point Financial Planning's SWX Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Southwest Gas (SWX) in Q2 2026: 66 shares worth $5.59K. The stake represents ﹤0.01% of the portfolio and ranks #1764 among its holdings.

409 funds tracked by Wall St. Rank hold SWX as of Q2 2026.

  • Action Point Financial Planning held 66 shares of Southwest Gas worth $5.59K as of Q2 2026.
  • Southwest Gas was a new Action Point Financial Planning position in Q2 2026.
  • Southwest Gas made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #1764 holding.
  • 409 funds tracked by Wall St. Rank held Southwest Gas as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.