Cerity Partners
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Cerity Partners’s Southwest Gas SWX Stock Holding History

Cerity Partners’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 		$3.13M Buy
35,334
+3,296
+10% +$295K ﹤0.01% 1326
2026
Q1 		$2.78M Sell
32,038
-4,859
-13% -$414K ﹤0.01% 1303
2025
Q4 		$2.95M Buy
36,897
+1,801
+5% +$144K ﹤0.01% 1185
2025
Q3 		$2.75M Buy
35,096
+5,569
+19% +$434K ﹤0.01% 1142
2025
Q2 		$2.2M Buy
29,527
+2,338
+9% +$169K ﹤0.01% 1174
2025
Q1 		$1.95M Buy
27,189
+24,133
+790% +$1.79M ﹤0.01% 1139
2024
Q4 		$225K Sell
3,056
-2,530
-45% -$188K ﹤0.01% 2181
2024
Q3 		$412K Buy
5,586
+1,923
+52% +$139K ﹤0.01% 1882
2024
Q2 		$258K Sell
3,663
-1,346
-27% -$101K ﹤0.01% 1900
2024
Q1 		$381K Buy
+5,009
New +$325K ﹤0.01% 1734

Other funds holding SWX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Cerity Partners's SWX Position: Q2 2026 in Review

Cerity Partners increased its Southwest Gas (SWX) stake by 10% in Q2 2026, buying an estimated $295K and bringing the position to 35,334 shares worth $3.13M. The position accounts for ﹤0.01% of the portfolio, ranked #1326.

Cerity Partners first reported a position in SWX in Q1 2024 and has held it in 10 quarters since. 378 funds tracked by Wall St. Rank hold SWX as of Q2 2026.

  • Cerity Partners held 35,334 shares of Southwest Gas worth $3.13M as of Q2 2026.
  • Cerity Partners bought 3,296 Southwest Gas shares in Q2 2026, an estimated $295K.
  • Southwest Gas made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #1326 holding.
  • Cerity Partners first reported a position in Southwest Gas in Q1 2024 and has held it in 10 quarters since.
  • 378 funds tracked by Wall St. Rank held Southwest Gas as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.