Brown Advisory’s Southwest Gas SWX Stock Holding History

Brown Advisory’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	–	Sell	-5,045	Closed	-$438K	–	1514
2026 Q1	$438K	Buy	+5,045	New	+$430K	﹤0.01%	1094
2020 Q3	–	Sell	-4,000	Closed	-$276K	–	997
2020 Q2	$276K	Hold	4,000	–	–	﹤0.01%	829
2020 Q1	$278K	Hold	4,000	–	–	﹤0.01%	790
2019 Q4	$304K	Hold	4,000	–	–	﹤0.01%	879
2019 Q3	$364K	Hold	4,000	–	–	﹤0.01%	812
2019 Q2	$358K	Hold	4,000	–	–	﹤0.01%	833
2019 Q1	$329K	Buy	+4,000	New	+$320K	﹤0.01%	1098
2017 Q2	–	Sell	-2,600	Closed	-$216K	–	1248
2017 Q1	$216K	Buy	+2,600	New	+$212K	﹤0.01%	1088
2016 Q3	–	Sell	-2,600	Closed	-$205K	–	1094
2016 Q2	$205K	Buy	+2,600	New	+$180K	﹤0.01%	977

Other funds holding SWX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Corvex Management New York $3.27B AUM 38.53% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Maverick Capital Dallas, Texas $11.3B AUM 76.6% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return

Brown Advisory's SWX Position: Q2 2026 in Review

Brown Advisory sold out of Southwest Gas (SWX) in Q2 2026, closing a stake of 5,045 shares — an estimated $438K sold.

Brown Advisory first reported a position in SWX in Q2 2016 and held it in 9 quarters. The position peaked at $438K in Q1 2026. 411 funds tracked by Wall St. Rank hold SWX as of Q2 2026.

Brown Advisory reported no remaining Southwest Gas position as of Q2 2026 after selling out during the quarter.
Brown Advisory sold 5,045 Southwest Gas shares in Q2 2026, an estimated $438K.
Brown Advisory first reported a position in Southwest Gas in Q2 2016 and held it in 9 quarters.
Brown Advisory's Southwest Gas position peaked at $438K in Q1 2026.
411 funds tracked by Wall St. Rank held Southwest Gas as of Q2 2026.

Based on Brown Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.