CJ
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Caitlin John’s Southwest Gas SWX Stock Holding History

Caitlin John’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 		$21K Hold
242
– – 0.01% 420
2025
Q4 		$19.4K Hold
242
– – 0.01% 448
2025
Q3 		$19K Buy
+242
New +$18.9K 0.01% 409
2025
Q1 		– Sell
-251
Closed -$17.8K – 718
2024
Q4 		$17.8K Hold
251
– – 0.01% 389
2024
Q3 		$19.2K Sell
251
-12,226
-98% -$883K 0.01% 391
2024
Q2 		$878K Buy
+12,477
New +$934K 0.63% 49

Other funds holding SWX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CM
Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MC
Maverick Capital Dallas, Texas $8.67B 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

Caitlin John's SWX Position: Q1 2026 in Review

Caitlin John held its Southwest Gas (SWX) position steady in Q1 2026 at 242 shares worth $21K. The position accounts for 0.01% of the portfolio, ranked #420.

Caitlin John first reported a position in SWX in Q2 2024 and has held it in 6 quarters since. The position peaked at $878K in Q2 2024. 395 funds tracked by Wall St. Rank hold SWX as of Q1 2026.

  • Caitlin John held 242 shares of Southwest Gas worth $21K as of Q1 2026.
  • Caitlin John left its Southwest Gas share count unchanged in Q1 2026.
  • Southwest Gas made up 0.01% of Caitlin John's portfolio in Q1 2026, its #420 holding.
  • Caitlin John first reported a position in Southwest Gas in Q2 2024 and has held it in 6 quarters since.
  • Caitlin John's Southwest Gas position peaked at $878K in Q2 2024.
  • 395 funds tracked by Wall St. Rank held Southwest Gas as of Q1 2026.

Based on Caitlin John's 13F filing for Q1 2026, filed 13 May 2026.