CA
SWX icon

Clearstead Advisors’s Southwest Gas SWX Stock Holding History

Clearstead Advisors’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 		$7.54K Buy
85
+70
+467% +$6.26K ﹤0.01% 2074
2026
Q1 		$1.3K Sell
15
-191
-93% -$16.3K ﹤0.01% 1994
2025
Q4 		$16.5K Buy
206
+112
+119% +$8.97K ﹤0.01% 1768
2025
Q3 		$7.36K Buy
94
+39
+71% +$3.04K ﹤0.01% 2023
2025
Q2 		$4.09K Buy
55
+35
+175% +$2.52K ﹤0.01% 2172
2025
Q1 		$1.44K Buy
+20
New +$1.48K ﹤0.01% 1947
2021
Q2 		– Sell
-4
Closed – – 1301
2021
Q1 		$0 Buy
+4
New +$253 ﹤0.01% 1176

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

Clearstead Advisors's SWX Position: Q2 2026 in Review

Clearstead Advisors increased its Southwest Gas (SWX) stake by 467% in Q2 2026, buying an estimated $6.26K and bringing the position to 85 shares worth $7.54K. The position accounts for ﹤0.01% of the portfolio, ranked #2074.

Clearstead Advisors first reported a position in SWX in Q1 2021 and has held it in 7 quarters since. The position peaked at $16.5K in Q4 2025. 412 funds tracked by Wall St. Rank hold SWX as of Q2 2026.

  • Clearstead Advisors held 85 shares of Southwest Gas worth $7.54K as of Q2 2026.
  • Clearstead Advisors bought 70 Southwest Gas shares in Q2 2026, an estimated $6.26K.
  • Southwest Gas made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #2074 holding.
  • Clearstead Advisors first reported a position in Southwest Gas in Q1 2021 and has held it in 7 quarters since.
  • Clearstead Advisors's Southwest Gas position peaked at $16.5K in Q4 2025.
  • 412 funds tracked by Wall St. Rank held Southwest Gas as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.