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Beacon Investment Advisory Services’s Southwest Gas SWX Stock Holding History

Beacon Investment Advisory Services’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 		$3.19K Sell
36
-196
-84% -$17.5K ﹤0.01% 719
2026
Q1 		$20.2K Buy
+232
New +$19.8K ﹤0.01% 539

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

Beacon Investment Advisory Services's SWX Position: Q2 2026 in Review

Beacon Investment Advisory Services reduced its Southwest Gas (SWX) stake by 84% in Q2 2026, selling an estimated $17.5K and leaving 36 shares worth $3.19K. The position accounts for ﹤0.01% of the portfolio, ranked #719.

Beacon Investment Advisory Services first reported a position in SWX in Q1 2026 and has held it in 2 quarters since. The position peaked at $20.2K in Q1 2026. 411 funds tracked by Wall St. Rank hold SWX as of Q2 2026.

  • Beacon Investment Advisory Services held 36 shares of Southwest Gas worth $3.19K as of Q2 2026.
  • Beacon Investment Advisory Services sold 196 Southwest Gas shares in Q2 2026, an estimated $17.5K.
  • Southwest Gas made up ﹤0.01% of Beacon Investment Advisory Services's portfolio in Q2 2026, its #719 holding.
  • Beacon Investment Advisory Services first reported a position in Southwest Gas in Q1 2026 and has held it in 2 quarters since.
  • Beacon Investment Advisory Services's Southwest Gas position peaked at $20.2K in Q1 2026.
  • 411 funds tracked by Wall St. Rank held Southwest Gas as of Q2 2026.

Based on Beacon Investment Advisory Services's 13F filing for Q2 2026, filed 8 Jul 2026.