BHWM
SWX icon

Bay Harbor Wealth Management’s Southwest Gas SWX Stock Holding History

Bay Harbor Wealth Management’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 		$1.24K Buy
14
+2
+17% +$179 ﹤0.01% 779
2026
Q1 		$1.04K Buy
12
+5
+71% +$426 ﹤0.01% 759
2025
Q4 		$560 Buy
7
+2
+40% +$160 ﹤0.01% 816
2025
Q3 		$391 Buy
5
+3
+150% +$234 ﹤0.01% 813
2025
Q2 		$148 Hold
2
– – ﹤0.01% 1019
2025
Q1 		$143 Buy
+2
New +$148 ﹤0.01% 786

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

Bay Harbor Wealth Management's SWX Position: Q2 2026 in Review

Bay Harbor Wealth Management increased its Southwest Gas (SWX) stake by 17% in Q2 2026, buying an estimated $179 and bringing the position to 14 shares worth $1.24K. The position accounts for ﹤0.01% of the portfolio, ranked #779.

Bay Harbor Wealth Management first reported a position in SWX in Q1 2025 and has held it in 6 quarters since. 411 funds tracked by Wall St. Rank hold SWX as of Q2 2026.

  • Bay Harbor Wealth Management held 14 shares of Southwest Gas worth $1.24K as of Q2 2026.
  • Bay Harbor Wealth Management bought 2 Southwest Gas shares in Q2 2026, an estimated $179.
  • Southwest Gas made up ﹤0.01% of Bay Harbor Wealth Management's portfolio in Q2 2026, its #779 holding.
  • Bay Harbor Wealth Management first reported a position in Southwest Gas in Q1 2025 and has held it in 6 quarters since.
  • 411 funds tracked by Wall St. Rank held Southwest Gas as of Q2 2026.

Based on Bay Harbor Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.