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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
Q2 		– Sell
-571
Closed -$49.6K – 4341
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
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

Advisory Services Network's SWX Position: Q2 2026 in Review

Advisory Services Network sold out of Southwest Gas (SWX) in Q2 2026, closing a stake of 571 shares — an estimated $49.6K sold.

Advisory Services Network first reported a position in SWX in Q1 2017 and held it in 19 quarters. The position peaked at $442K in Q4 2020. 412 funds tracked by Wall St. Rank hold SWX as of Q2 2026.

  • Advisory Services Network reported no remaining Southwest Gas position as of Q2 2026 after selling out during the quarter.
  • Advisory Services Network sold 571 Southwest Gas shares in Q2 2026, an estimated $49.6K.
  • Advisory Services Network first reported a position in Southwest Gas in Q1 2017 and held it in 19 quarters.
  • Advisory Services Network's Southwest Gas position peaked at $442K in Q4 2020.
  • 412 funds tracked by Wall St. Rank held Southwest Gas as of Q2 2026.

Based on Advisory Services Network's 13F filing for Q2 2026, filed 12 Aug 2026.