Blue Trust Inc’s Southwest Gas SWX Stock Holding History

Blue Trust Inc’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 Q1	$41.2K	Sell	474 -39	-8%	-$3.33K	﹤0.01%	1405
2025 Q4	$41K	Sell	513 -70	-12%	-$5.61K	﹤0.01%	1426
2025 Q3	$45.7K	Buy	583 +55	+10%	+$4.29K	﹤0.01%	1447
2025 Q2	$39.3K	Buy	528 +58	+12%	+$4.18K	﹤0.01%	1507
2025 Q1	$33.7K	Buy	470 +127	+37%	+$9.4K	﹤0.01%	1524
2024 Q4	$24.3K	Sell	343 -446	-57%	-$33.1K	﹤0.01%	1551
2024 Q3	$55.5K	Buy	789 +215	+37%	+$15.5K	﹤0.01%	1519
2024 Q2	$43.7K	Buy	574 +282	+97%	+$21.1K	﹤0.01%	1301
2024 Q1	$22.2K	Sell	292 -19	-6%	-$1.23K	﹤0.01%	1190
2023 Q4	$19K	Buy	311 +208	+202%	+$12.5K	﹤0.01%	1323
2023 Q3	$7K	Buy	103 +101	+5,050%	+$6.44K	﹤0.01%	1553
2023 Q2	$0	Sell	2 -1,077	-100%	-$63.7K	﹤0.01%	2512
2023 Q1	$66K	Buy	1,079 +201	+23%	+$12.8K	﹤0.01%	918
2022 Q4	$62K	Buy	878 +482	+122%	+$32.8K	﹤0.01%	837
2022 Q3	$35K	Sell	396 -55	-12%	-$4.46K	﹤0.01%	889
2022 Q2	$35K	Buy	+451	New	+$39.8K	﹤0.01%	796

Other funds holding SWX

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Maverick Capital Dallas, Texas $8.6B AUM 48.76% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Adage Capital Partners

Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return