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Atria Investments’s Southwest Gas SWX Stock Holding History

Atria Investments’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 		$513K Sell
5,789
-100
-2% -$8.95K 0.01% 1499
2026
Q1 		$512K Sell
5,889
-580
-9% -$49.4K 0.01% 1435
2025
Q4 		$518K Buy
6,469
+517
+9% +$41.4K 0.01% 1422
2025
Q3 		$466K Buy
5,952
+121
+2% +$9.43K 0.01% 1454
2025
Q2 		$434K Buy
5,831
+897
+18% +$64.7K 0.01% 1500
2025
Q1 		$354K Buy
4,934
+327
+7% +$24.2K ﹤0.01% 1524
2024
Q4 		$326K Buy
4,607
+608
+15% +$45.2K ﹤0.01% 1560
2024
Q3 		$295K Buy
3,999
+848
+27% +$61.3K ﹤0.01% 1628
2024
Q2 		$222K Buy
+3,151
New +$236K ﹤0.01% 1759

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 $3.38T AUM 44.17% 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

Atria Investments's SWX Position: Q2 2026 in Review

Atria Investments reduced its Southwest Gas (SWX) stake by 1.7% in Q2 2026, selling an estimated $8.95K and leaving 5,789 shares worth $513K. The position accounts for 0.01% of the portfolio, ranked #1499.

Atria Investments first reported a position in SWX in Q2 2024 and has held it in 9 quarters since. The position peaked at $518K in Q4 2025. 411 funds tracked by Wall St. Rank hold SWX as of Q2 2026.

  • Atria Investments held 5,789 shares of Southwest Gas worth $513K as of Q2 2026.
  • Atria Investments sold 100 Southwest Gas shares in Q2 2026, an estimated $8.95K.
  • Southwest Gas made up 0.01% of Atria Investments's portfolio in Q2 2026, its #1499 holding.
  • Atria Investments first reported a position in Southwest Gas in Q2 2024 and has held it in 9 quarters since.
  • Atria Investments's Southwest Gas position peaked at $518K in Q4 2025.
  • 411 funds tracked by Wall St. Rank held Southwest Gas as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.