Advisory Services Network’s Southwest Gas SWX Stock Holding History

Advisory Services Network’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	$49.6K	Buy	+571	New	+$48.7K	﹤0.01%	2627
2025 Q4	–	Sell	-921	Closed	-$72.2K	–	3974
2025 Q3	$72.2K	Buy	+921	New	+$71.8K	﹤0.01%	2247
2024 Q1	–	Sell	-474	Closed	-$30K	–	3413
2023 Q4	$30K	Buy	+474	New	+$28.5K	﹤0.01%	2298
2023 Q2	–	Sell	-304	Closed	-$19K	–	3420
2023 Q1	$19K	Buy	304 +14	+5%	+$892	﹤0.01%	2570
2022 Q4	$17.9K	Buy	+290	New	+$19.7K	﹤0.01%	2561
2021 Q1	–	Sell	-7,269	Closed	-$442K	–	2764
2020 Q4	$442K	Buy	7,269 +7,129	+5,092%	+$470K	0.02%	790
2020 Q3	$9K	Buy	+140	New	+$9.36K	﹤0.01%	2515
2020 Q1	–	Sell	-162	Closed	-$13K	–	3274
2019 Q4	$13K	Buy	162 +12	+8%	+$976	﹤0.01%	2240
2019 Q3	$13K	Hold	150	–	–	﹤0.01%	2056
2019 Q2	$13K	Sell	150 -83	-36%	-$7.05K	﹤0.01%	2054
2019 Q1	$19K	Buy	233 +70	+43%	+$5.6K	﹤0.01%	1639
2018 Q4	$12K	Buy	163 +71	+77%	+$5.7K	﹤0.01%	1706
2018 Q3	$7K	Sell	92 -28	-23%	-$2.21K	﹤0.01%	1944
2018 Q2	$9K	Buy	120 +79	+193%	+$5.77K	﹤0.01%	1837
2018 Q1	$3K	Sell	41 -4	-9%	-$284	﹤0.01%	2317
2017 Q4	$4K	Hold	45	–	–	﹤0.01%	2218
2017 Q3	$3K	Hold	45	–	–	﹤0.01%	2083
2017 Q2	$3K	Buy	45 +33	+275%	+$2.64K	﹤0.01%	2028
2017 Q1	$1K	Buy	+12	New	+$979	﹤0.01%	2126

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

Advisory Services Network's SWX Position: Q1 2026 in Review

Advisory Services Network opened a new position in Southwest Gas (SWX) in Q1 2026: 571 shares worth $49.6K. The stake represents ﹤0.01% of the portfolio and ranks #2627 among its holdings. This is a return to the name: Advisory Services Network previously reported a position in SWX as recently as Q3 2025.

Advisory Services Network first reported a position in SWX in Q1 2017 and has held it in 19 quarters since. The position peaked at $442K in Q4 2020. 395 funds tracked by Wall St. Rank hold SWX as of Q1 2026.

Advisory Services Network held 571 shares of Southwest Gas worth $49.6K as of Q1 2026.
Southwest Gas was a new Advisory Services Network position in Q1 2026.
Southwest Gas made up ﹤0.01% of Advisory Services Network's portfolio in Q1 2026, its #2627 holding.
Advisory Services Network first reported a position in Southwest Gas in Q1 2017 and has held it in 19 quarters since.
Advisory Services Network's Southwest Gas position peaked at $442K in Q4 2020.
395 funds tracked by Wall St. Rank held Southwest Gas as of Q1 2026.

Based on Advisory Services Network's 13F filing for Q1 2026, filed 15 May 2026.