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Clearstead Trust’s Southwest Gas SWX Stock Holding History

Clearstead Trust’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 		$15K Hold
169
– – ﹤0.01% 526
2026
Q1 		$14.7K Sell
169
-30
-15% -$2.56K ﹤0.01% 486
2025
Q4 		$15.9K Buy
199
+111
+126% +$8.89K ﹤0.01% 488
2025
Q3 		$6.89K Hold
88
– – ﹤0.01% 682
2025
Q2 		$6.55K Buy
88
+12
+16% +$865 ﹤0.01% 695
2025
Q1 		$5.46K Buy
+76
New +$5.63K ﹤0.01% 582

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 Trust's SWX Position: Q2 2026 in Review

Clearstead Trust held its Southwest Gas (SWX) position steady in Q2 2026 at 169 shares worth $15K. The position accounts for ﹤0.01% of the portfolio, ranked #526.

Clearstead Trust first reported a position in SWX in Q1 2025 and has held it in 6 quarters since. The position peaked at $15.9K in Q4 2025. 411 funds tracked by Wall St. Rank hold SWX as of Q2 2026.

  • Clearstead Trust held 169 shares of Southwest Gas worth $15K as of Q2 2026.
  • Clearstead Trust left its Southwest Gas share count unchanged in Q2 2026.
  • Southwest Gas made up ﹤0.01% of Clearstead Trust's portfolio in Q2 2026, its #526 holding.
  • Clearstead Trust first reported a position in Southwest Gas in Q1 2025 and has held it in 6 quarters since.
  • Clearstead Trust's Southwest Gas position peaked at $15.9K in Q4 2025.
  • 411 funds tracked by Wall St. Rank held Southwest Gas as of Q2 2026.

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