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Cassaday & Co Wealth Management’s Southwest Gas SWX Stock Holding History

Cassaday & Co Wealth Management’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 		$166K Hold
1,876
– – ﹤0.01% 384
2026
Q1 		$163K Buy
+1,876
New +$160K ﹤0.01% 365

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

Cassaday & Co Wealth Management's SWX Position: Q2 2026 in Review

Cassaday & Co Wealth Management held its Southwest Gas (SWX) position steady in Q2 2026 at 1,876 shares worth $166K. The position accounts for ﹤0.01% of the portfolio, ranked #384.

Cassaday & Co Wealth Management first reported a position in SWX in Q1 2026 and has held it in 2 quarters since. 411 funds tracked by Wall St. Rank hold SWX as of Q2 2026.

  • Cassaday & Co Wealth Management held 1,876 shares of Southwest Gas worth $166K as of Q2 2026.
  • Cassaday & Co Wealth Management left its Southwest Gas share count unchanged in Q2 2026.
  • Southwest Gas made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #384 holding.
  • Cassaday & Co Wealth Management first reported a position in Southwest Gas in Q1 2026 and has held it in 2 quarters since.
  • 411 funds tracked by Wall St. Rank held Southwest Gas as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.