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Brinker Capital Investments’s Southwest Gas SWX Stock Holding History

Brinker Capital Investments’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 		$303K Sell
3,414
-79
-2% -$7.07K ﹤0.01% 1633
2026
Q1 		$304K Buy
3,493
+338
+11% +$28.8K ﹤0.01% 1663
2025
Q4 		$252K Sell
3,155
-124
-4% -$9.93K ﹤0.01% 1892
2025
Q3 		$257K Buy
3,279
+46
+1% +$3.58K ﹤0.01% 1842
2025
Q2 		$240K Sell
3,233
-1,629
-34% -$117K ﹤0.01% 1808
2025
Q1 		$349K Sell
4,862
-23
-0.5% -$1.7K ﹤0.01% 1567
2024
Q4 		$345K Sell
4,885
-1,031
-17% -$76.6K ﹤0.01% 1488
2024
Q3 		$436K Buy
5,916
+569
+11% +$41.1K ﹤0.01% 1384
2024
Q2 		$376K Sell
5,347
-348
-6% -$26.1K ﹤0.01% 1379
2024
Q1 		$434K Sell
5,695
-472
-8% -$30.6K ﹤0.01% 1328
2023
Q4 		$399K Sell
6,167
-696
-10% -$41.8K ﹤0.01% 1296
2023
Q3 		$415K Sell
6,863
-420
-6% -$26.8K 0.01% 1272
2023
Q2 		$464K Sell
7,283
-223
-3% -$13.2K ﹤0.01% 1240
2023
Q1 		$469K Buy
7,506
+3,842
+105% +$245K 0.01% 1162
2022
Q4 		$227K Buy
3,664
+595
+19% +$40.5K ﹤0.01% 1252
2022
Q3 		$214K Buy
+3,069
New +$249K ﹤0.01% 1254
2020
Q4 		– Sell
-4,077
Closed -$257K – 1190
2020
Q3 		$257K Buy
+4,077
New +$273K ﹤0.01% 1049
2020
Q1 		– Sell
-51
Closed -$4K – 700
2019
Q4 		$4K Buy
+51
New +$4.15K ﹤0.01% 720

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

Brinker Capital Investments's SWX Position: Q2 2026 in Review

Brinker Capital Investments reduced its Southwest Gas (SWX) stake by 2.3% in Q2 2026, selling an estimated $7.07K and leaving 3,414 shares worth $303K. The position accounts for ﹤0.01% of the portfolio, ranked #1633.

Brinker Capital Investments first reported a position in SWX in Q4 2019 and has held it in 18 quarters since. The position peaked at $469K in Q1 2023. 411 funds tracked by Wall St. Rank hold SWX as of Q2 2026.

  • Brinker Capital Investments held 3,414 shares of Southwest Gas worth $303K as of Q2 2026.
  • Brinker Capital Investments sold 79 Southwest Gas shares in Q2 2026, an estimated $7.07K.
  • Southwest Gas made up ﹤0.01% of Brinker Capital Investments's portfolio in Q2 2026, its #1633 holding.
  • Brinker Capital Investments first reported a position in Southwest Gas in Q4 2019 and has held it in 18 quarters since.
  • Brinker Capital Investments's Southwest Gas position peaked at $469K in Q1 2023.
  • 411 funds tracked by Wall St. Rank held Southwest Gas as of Q2 2026.

Based on Brinker Capital Investments's 13F filing for Q2 2026, filed 14 Aug 2026.