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Belpointe Asset Management’s Southwest Gas SWX Stock Holding History

Belpointe Asset 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 		$224K Buy
2,531
+13
+0.5% +$1.16K 0.01% 1022
2026
Q1 		$219K Sell
2,518
-664
-21% -$56.6K 0.01% 978
2025
Q4 		$255K Buy
3,182
+12
+0.4% +$961 0.01% 872
2025
Q3 		$248K Buy
3,170
+12
+0.4% +$935 0.01% 852
2025
Q2 		$235K Buy
3,158
+13
+0.4% +$937 0.01% 827
2025
Q1 		$226K Buy
3,145
+54
+2% +$4K 0.01% 818
2024
Q4 		$225K Sell
3,091
-21
-0.7% -$1.56K 0.01% 773
2024
Q3 		$230K Buy
3,112
+21
+0.7% +$1.52K 0.01% 757
2024
Q2 		$218K Buy
3,091
+19
+0.6% +$1.42K 0.02% 701
2024
Q1 		$234K Buy
+3,072
New +$199K 0.02% 693
2023
Q2 		– Sell
-2,407
Closed -$150K – 3058
2023
Q1 		$150K Buy
2,407
+24
+1% +$1.53K 0.01% 1082
2022
Q4 		$147K Buy
2,383
+192
+9% +$13.1K 0.01% 1030
2022
Q3 		$153K Buy
2,191
+53
+2% +$4.3K 0.01% 956
2022
Q2 		$186K Sell
2,138
-993
-32% -$87.6K 0.01% 854
2022
Q1 		$245K Buy
3,131
+1,015
+48% +$71.1K 0.01% 817
2021
Q4 		$148K Buy
2,116
+16
+0.8% +$1.1K 0.01% 1022
2021
Q3 		$140K Buy
2,100
+15
+0.7% +$1.05K 0.01% 1011
2021
Q2 		$138K Buy
+2,085
New +$142K 0.01% 988

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

Belpointe Asset Management's SWX Position: Q2 2026 in Review

Belpointe Asset Management increased its Southwest Gas (SWX) stake by 0.52% in Q2 2026, buying an estimated $1.16K and bringing the position to 2,531 shares worth $224K. The position accounts for 0.01% of the portfolio, ranked #1022.

Belpointe Asset Management first reported a position in SWX in Q2 2021 and has held it in 18 quarters since. The position peaked at $255K in Q4 2025. 411 funds tracked by Wall St. Rank hold SWX as of Q2 2026.

  • Belpointe Asset Management held 2,531 shares of Southwest Gas worth $224K as of Q2 2026.
  • Belpointe Asset Management bought 13 Southwest Gas shares in Q2 2026, an estimated $1.16K.
  • Southwest Gas made up 0.01% of Belpointe Asset Management's portfolio in Q2 2026, its #1022 holding.
  • Belpointe Asset Management first reported a position in Southwest Gas in Q2 2021 and has held it in 18 quarters since.
  • Belpointe Asset Management's Southwest Gas position peaked at $255K in Q4 2025.
  • 411 funds tracked by Wall St. Rank held Southwest Gas as of Q2 2026.

Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.