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AlphaGrep UK’s Southwest Gas SWX Stock Holding History

AlphaGrep UK’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 		$430K Sell
4,845
-3,753
-44% -$336K 0.13% 290
2026
Q1 		$747K Buy
8,598
+3,497
+69% +$298K 0.22% 93
2025
Q4 		$408K Buy
+5,101
New +$409K 0.14% 277

Other funds holding SWX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

AlphaGrep UK's SWX Position: Q2 2026 in Review

AlphaGrep UK reduced its Southwest Gas (SWX) stake by 44% in Q2 2026, selling an estimated $336K and leaving 4,845 shares worth $430K. The position accounts for 0.13% of the portfolio, ranked #290.

AlphaGrep UK first reported a position in SWX in Q4 2025 and has held it in 3 quarters since. The position peaked at $747K in Q1 2026. 378 funds tracked by Wall St. Rank hold SWX as of Q2 2026.

  • AlphaGrep UK held 4,845 shares of Southwest Gas worth $430K as of Q2 2026.
  • AlphaGrep UK sold 3,753 Southwest Gas shares in Q2 2026, an estimated $336K.
  • Southwest Gas made up 0.13% of AlphaGrep UK's portfolio in Q2 2026, its #290 holding.
  • AlphaGrep UK first reported a position in Southwest Gas in Q4 2025 and has held it in 3 quarters since.
  • AlphaGrep UK's Southwest Gas position peaked at $747K in Q1 2026.
  • 378 funds tracked by Wall St. Rank held Southwest Gas as of Q2 2026.

Based on AlphaGrep UK's 13F filing for Q2 2026, filed 14 Aug 2026.