Activest Wealth Management’s Southwest Gas SWX Stock Holding History

Activest Wealth Management’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	$355	Hold	4	–	–	﹤0.01%	1104
2026 Q1	$348	Buy	+4	New	+$341	﹤0.01%	1099

Other funds holding SWX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Corvex Management New York $3.27B AUM 38.53% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Maverick Capital Dallas, Texas $11.3B AUM 76.6% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return

Activest Wealth Management's SWX Position: Q2 2026 in Review

Activest Wealth Management held its Southwest Gas (SWX) position steady in Q2 2026 at 4 shares worth $355. The position accounts for ﹤0.01% of the portfolio, ranked #1104.

Activest Wealth Management first reported a position in SWX in Q1 2026 and has held it in 2 quarters since. 411 funds tracked by Wall St. Rank hold SWX as of Q2 2026.

Activest Wealth Management held 4 shares of Southwest Gas worth $355 as of Q2 2026.
Activest Wealth Management left its Southwest Gas share count unchanged in Q2 2026.
Southwest Gas made up ﹤0.01% of Activest Wealth Management's portfolio in Q2 2026, its #1104 holding.
Activest Wealth Management first reported a position in Southwest Gas in Q1 2026 and has held it in 2 quarters since.
411 funds tracked by Wall St. Rank held Southwest Gas as of Q2 2026.

Based on Activest Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.