Atria Wealth Solutions’s Southwest Gas SWX Stock Holding History

Atria Wealth Solutions’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
2025 Q2	–	Sell	-7,219	Closed	-$518K	–	1880
2025 Q1	$518K	Buy	7,219 +3,600	+99%	+$267K	0.01%	1180
2024 Q4	$256K	Hold	3,619	–	–	﹤0.01%	1653
2024 Q3	$267K	Hold	3,619	–	–	﹤0.01%	1589
2024 Q2	$255K	Sell	3,619 -200	-5%	-$15K	﹤0.01%	1611
2024 Q1	$291K	Hold	3,819	–	–	﹤0.01%	1570
2023 Q4	$242K	Hold	3,819	–	–	﹤0.01%	1656
2023 Q3	$231K	Hold	3,819	–	–	﹤0.01%	1594
2023 Q2	$243K	Hold	3,819	–	–	﹤0.01%	1571
2023 Q1	$238K	Sell	3,819 -100	-3%	-$6.37K	﹤0.01%	1563
2022 Q4	$243K	Buy	3,919 +100	+3%	+$6.8K	﹤0.01%	1486
2022 Q3	$266K	Buy	3,819 +19	+0.5%	+$1.54K	﹤0.01%	1373
2022 Q2	$331K	Hold	3,800	–	–	0.01%	1163
2022 Q1	$298K	Buy	+3,800	New	+$266K	0.01%	1320

Other funds holding SWX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Icahn Carl Sunny Isles Beach, Florida $8.26B AUM 15.11% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Corvex Management New York $3.27B AUM 38.53% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Maverick Capital Dallas, Texas $11.3B AUM 76.6% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Atria Wealth Solutions's SWX Position: Q2 2025 in Review

Atria Wealth Solutions sold out of Southwest Gas (SWX) in Q2 2025, closing a stake of 7,219 shares — an estimated $518K sold.

Atria Wealth Solutions first reported a position in SWX in Q1 2022 and held it in 13 quarters. The position peaked at $518K in Q1 2025. 328 funds tracked by Wall St. Rank hold SWX as of Q2 2025.

Atria Wealth Solutions reported no remaining Southwest Gas position as of Q2 2025 after selling out during the quarter.
Atria Wealth Solutions sold 7,219 Southwest Gas shares in Q2 2025, an estimated $518K.
Atria Wealth Solutions first reported a position in Southwest Gas in Q1 2022 and held it in 13 quarters.
Atria Wealth Solutions's Southwest Gas position peaked at $518K in Q1 2025.
328 funds tracked by Wall St. Rank held Southwest Gas as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.