AssetMark Inc
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AssetMark Inc’s Southwest Gas SWX Stock Holding History

AssetMark Inc’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 		$311K Buy
3,508
+435
+14% +$38.9K ﹤0.01% 1325
2026
Q1 		$267K Buy
3,073
+39
+1% +$3.33K ﹤0.01% 1280
2025
Q4 		$243K Sell
3,034
-125
-4% -$10K ﹤0.01% 1256
2025
Q3 		$247K Buy
3,159
+56
+2% +$4.36K ﹤0.01% 1222
2025
Q2 		$231K Buy
3,103
+671
+28% +$48.4K ﹤0.01% 1185
2025
Q1 		$175K Sell
2,432
-290
-11% -$21.5K ﹤0.01% 1168
2024
Q4 		$192K Sell
2,722
-69
-2% -$5.13K ﹤0.01% 1103
2024
Q3 		$206K Sell
2,791
-229
-8% -$16.5K ﹤0.01% 1012
2024
Q2 		$213K Buy
3,020
+246
+9% +$18.4K ﹤0.01% 984
2024
Q1 		$211K Sell
2,774
-378
-12% -$24.5K ﹤0.01% 939
2023
Q4 		$200K Buy
3,152
+581
+23% +$34.9K ﹤0.01% 919
2023
Q3 		$155K Buy
2,571
+369
+17% +$23.5K ﹤0.01% 915
2023
Q2 		$140K Buy
2,202
+645
+41% +$38.1K ﹤0.01% 896
2023
Q1 		$97.2K Buy
1,557
+309
+25% +$19.7K ﹤0.01% 924
2022
Q4 		$77.2K Buy
1,248
+300
+32% +$20.4K ﹤0.01% 955
2022
Q3 		$66K Buy
948
+321
+51% +$26K ﹤0.01% 897
2022
Q2 		$55K Buy
627
+369
+143% +$32.6K ﹤0.01% 898
2022
Q1 		$20K Buy
+258
New +$18.1K ﹤0.01% 1077
2016
Q1 		– Sell
-185
Closed -$10K – 1396
2015
Q4 		$10K Sell
185
-13
-7% -$742 ﹤0.01% 886
2015
Q3 		$12K Sell
198
-1,602
-89% -$88.5K ﹤0.01% 469
2015
Q2 		$96K Buy
+1,800
New +$98.8K ﹤0.01% 422

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

AssetMark Inc's SWX Position: Q2 2026 in Review

AssetMark Inc increased its Southwest Gas (SWX) stake by 14% in Q2 2026, buying an estimated $38.9K and bringing the position to 3,508 shares worth $311K. The position accounts for ﹤0.01% of the portfolio, ranked #1325.

AssetMark Inc first reported a position in SWX in Q2 2015 and has held it in 21 quarters since. 411 funds tracked by Wall St. Rank hold SWX as of Q2 2026.

  • AssetMark Inc held 3,508 shares of Southwest Gas worth $311K as of Q2 2026.
  • AssetMark Inc bought 435 Southwest Gas shares in Q2 2026, an estimated $38.9K.
  • Southwest Gas made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #1325 holding.
  • AssetMark Inc first reported a position in Southwest Gas in Q2 2015 and has held it in 21 quarters since.
  • 411 funds tracked by Wall St. Rank held Southwest Gas as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.