Advisornet Financial’s Southwest Gas SWX Stock Holding History

Advisornet Financial’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 Q1	$60.8K	Hold	700	–	–	﹤0.01%	984
2025 Q4	$56K	Hold	700	–	–	﹤0.01%	1026
2025 Q3	$54.8K	Hold	700	–	–	﹤0.01%	995
2025 Q2	$52.1K	Sell	700 -2	-0.3%	-$144	﹤0.01%	981
2025 Q1	$50.4K	Sell	702 -3	-0.4%	-$222	﹤0.01%	935
2024 Q4	$49.9K	Buy	705 +5	+0.7%	+$372	﹤0.01%	884
2024 Q3	$51.6K	Hold	700	–	–	﹤0.01%	898
2024 Q2	$49.3K	Sell	700 -12	-2%	-$899	﹤0.01%	824
2024 Q1	$54.2K	Buy	712 +3	+0.4%	+$194	0.01%	790
2023 Q4	$44.9K	Buy	709 +3	+0.4%	+$180	﹤0.01%	832
2023 Q3	$42.6K	Sell	706 -2,206	-76%	-$141K	﹤0.01%	835
2023 Q2	$185K	Buy	2,912 +1,001	+52%	+$59.2K	0.02%	492
2023 Q1	$119K	Hold	1,911	–	–	0.01%	582
2022 Q4	$118K	Buy	1,911 +11	+0.6%	+$748	0.01%	588
2022 Q3	$133K	Hold	1,900	–	–	0.01%	590
2022 Q2	$165K	Hold	1,900	–	–	0.02%	550
2022 Q1	$149K	Hold	1,900	–	–	0.01%	632
2021 Q4	$133K	Hold	1,900	–	–	0.01%	702
2021 Q3	$127K	Hold	1,900	–	–	0.01%	708
2021 Q2	$126K	Hold	1,900	–	–	0.01%	711
2021 Q1	$131K	Hold	1,900	–	–	0.01%	677
2020 Q4	$115K	Hold	1,900	–	–	0.01%	651
2020 Q3	$120K	Hold	1,900	–	–	0.01%	627
2020 Q2	$131K	Hold	1,900	–	–	0.01%	602
2020 Q1	$132K	Hold	1,900	–	–	0.01%	552
2019 Q4	$144K	Hold	1,900	–	–	0.01%	585
2019 Q3	$173K	Hold	1,900	–	–	0.02%	541
2019 Q2	$170K	Hold	1,900	–	–	0.02%	482
2019 Q1	$156K	Hold	1,900	–	–	0.02%	465
2018 Q4	$145K	Hold	1,900	–	–	0.02%	447
2018 Q3	$150K	Buy	+1,900	New	+$150K	0.02%	465

Other funds holding SWX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Maverick Capital Dallas, Texas $8.67B AUM 48.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Advisornet Financial's SWX Position: Q1 2026 in Review

Advisornet Financial held its Southwest Gas (SWX) position steady in Q1 2026 at 700 shares worth $60.8K. The position accounts for ﹤0.01% of the portfolio, ranked #984.

Advisornet Financial first reported a position in SWX in Q3 2018 and has held it in 31 quarters since. The position peaked at $185K in Q2 2023. 395 funds tracked by Wall St. Rank hold SWX as of Q1 2026.

Advisornet Financial held 700 shares of Southwest Gas worth $60.8K as of Q1 2026.
Advisornet Financial left its Southwest Gas share count unchanged in Q1 2026.
Southwest Gas made up ﹤0.01% of Advisornet Financial's portfolio in Q1 2026, its #984 holding.
Advisornet Financial first reported a position in Southwest Gas in Q3 2018 and has held it in 31 quarters since.
Advisornet Financial's Southwest Gas position peaked at $185K in Q2 2023.
395 funds tracked by Wall St. Rank held Southwest Gas as of Q1 2026.

Based on Advisornet Financial's 13F filing for Q1 2026, filed 17 Apr 2026.