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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
Q2 		$40.2K Sell
453
-21
-4% -$1.88K ﹤0.01% 1432
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
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

Blue Trust Inc's SWX Position: Q2 2026 in Review

Blue Trust Inc reduced its Southwest Gas (SWX) stake by 4.4% in Q2 2026, selling an estimated $1.88K and leaving 453 shares worth $40.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1432.

Blue Trust Inc first reported a position in SWX in Q2 2022 and has held it in 17 quarters since. The position peaked at $66K in Q1 2023. 411 funds tracked by Wall St. Rank hold SWX as of Q2 2026.

  • Blue Trust Inc held 453 shares of Southwest Gas worth $40.2K as of Q2 2026.
  • Blue Trust Inc sold 21 Southwest Gas shares in Q2 2026, an estimated $1.88K.
  • Southwest Gas made up ﹤0.01% of Blue Trust Inc's portfolio in Q2 2026, its #1432 holding.
  • Blue Trust Inc first reported a position in Southwest Gas in Q2 2022 and has held it in 17 quarters since.
  • Blue Trust Inc's Southwest Gas position peaked at $66K in Q1 2023.
  • 411 funds tracked by Wall St. Rank held Southwest Gas as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.