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Bell Investment Advisors’s Southwest Gas SWX Stock Holding History

Bell Investment 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 		$27.8K Buy
313
+26
+9% +$2.33K ﹤0.01% 398
2026
Q1 		$24.9K Buy
287
+47
+20% +$4.01K ﹤0.01% 390
2025
Q4 		$19.2K Sell
240
-49
-17% -$3.92K ﹤0.01% 458
2025
Q3 		$22.6K Hold
289
– – ﹤0.01% 379
2025
Q2 		$21.5K Buy
289
+34
+13% +$2.45K ﹤0.01% 403
2025
Q1 		$18.3K Buy
255
+8
+3% +$592 ﹤0.01% 416
2024
Q4 		$17.5K Sell
247
-6
-2% -$446 ﹤0.01% 428
2024
Q3 		$18.7K Hold
253
– – ﹤0.01% 420
2024
Q2 		$17.8K Buy
253
+31
+14% +$2.32K ﹤0.01% 419
2024
Q1 		$16.9K Sell
222
-22
-9% -$1.43K ﹤0.01% 415
2023
Q4 		$15.5K Buy
244
+75
+44% +$4.51K ﹤0.01% 419
2023
Q3 		$10.2K Sell
169
-28
-14% -$1.79K ﹤0.01% 499
2023
Q2 		$12.5K Buy
197
+103
+110% +$6.09K ﹤0.01% 433
2023
Q1 		$5.87K Sell
94
-35
-27% -$2.23K ﹤0.01% 705
2022
Q4 		$7.98K Buy
129
+7
+6% +$476 ﹤0.01% 575
2022
Q3 		$9K Sell
122
-2
-2% -$162 ﹤0.01% 455
2022
Q2 		$11K Buy
+124
New +$10.9K ﹤0.01% 413
2021
Q4 		$9K Buy
127
+7
+6% +$482 ﹤0.01% 534
2021
Q3 		$8K Buy
+120
New +$8.37K ﹤0.01% 541

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

Bell Investment Advisors's SWX Position: Q2 2026 in Review

Bell Investment Advisors increased its Southwest Gas (SWX) stake by 9.1% in Q2 2026, buying an estimated $2.33K and bringing the position to 313 shares worth $27.8K. The position accounts for ﹤0.01% of the portfolio, ranked #398.

Bell Investment Advisors first reported a position in SWX in Q3 2021 and has held it in 19 quarters since. 411 funds tracked by Wall St. Rank hold SWX as of Q2 2026.

  • Bell Investment Advisors held 313 shares of Southwest Gas worth $27.8K as of Q2 2026.
  • Bell Investment Advisors bought 26 Southwest Gas shares in Q2 2026, an estimated $2.33K.
  • Southwest Gas made up ﹤0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #398 holding.
  • Bell Investment Advisors first reported a position in Southwest Gas in Q3 2021 and has held it in 19 quarters since.
  • 411 funds tracked by Wall St. Rank held Southwest Gas as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.