BWA
SWX icon

Basecamp Wealth Advisors’s Southwest Gas SWX Stock Holding History

Basecamp Wealth Advisors’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 		$5.59K Buy
63
+55
+688% +$4.92K ﹤0.01% 1150
2026
Q1 		$695 Buy
+8
New +$682 ﹤0.01% 1640

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

Basecamp Wealth Advisors's SWX Position: Q2 2026 in Review

Basecamp Wealth Advisors increased its Southwest Gas (SWX) stake by 688% in Q2 2026, buying an estimated $4.92K and bringing the position to 63 shares worth $5.59K. The position accounts for ﹤0.01% of the portfolio, ranked #1150.

Basecamp Wealth Advisors first reported a position in SWX in Q1 2026 and has held it in 2 quarters since. 411 funds tracked by Wall St. Rank hold SWX as of Q2 2026.

  • Basecamp Wealth Advisors held 63 shares of Southwest Gas worth $5.59K as of Q2 2026.
  • Basecamp Wealth Advisors bought 55 Southwest Gas shares in Q2 2026, an estimated $4.92K.
  • Southwest Gas made up ﹤0.01% of Basecamp Wealth Advisors's portfolio in Q2 2026, its #1150 holding.
  • Basecamp Wealth Advisors first reported a position in Southwest Gas in Q1 2026 and has held it in 2 quarters since.
  • 411 funds tracked by Wall St. Rank held Southwest Gas as of Q2 2026.

Based on Basecamp Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.