Corient Private Wealth
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Corient Private Wealth’s Southwest Gas SWX Stock Holding History

Corient Private Wealth’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 		$2.35M Buy
26,514
+282
+1% +$25.2K ﹤0.01% 1291
2026
Q1 		$2.28M Buy
26,232
+20,944
+396% +$1.79M ﹤0.01% 1193
2025
Q4 		$423K Buy
5,288
+1,487
+39% +$119K ﹤0.01% 1961
2025
Q3 		$298K Buy
3,801
+35
+0.9% +$2.73K ﹤0.01% 2115
2025
Q2 		$280K Buy
3,766
+35
+0.9% +$2.52K ﹤0.01% 2027
2025
Q1 		$268K Buy
3,731
+514
+16% +$38.1K ﹤0.01% 1910
2024
Q4 		$227K Sell
3,217
-110
-3% -$8.17K ﹤0.01% 2044
2024
Q3 		$245K Buy
3,327
+89
+3% +$6.43K ﹤0.01% 2118
2024
Q2 		$228K Buy
3,238
+8
+0.2% +$599 ﹤0.01% 2058
2024
Q1 		$246K Buy
3,230
+16
+0.5% +$1.04K ﹤0.01% 1998
2023
Q4 		$204K Sell
3,214
-102
-3% -$6.13K ﹤0.01% 2070
2023
Q3 		$200K Buy
3,316
+113
+4% +$7.21K ﹤0.01% 1921
2023
Q2 		$204K Buy
+3,203
New +$189K ﹤0.01% 1869

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

Corient Private Wealth's SWX Position: Q2 2026 in Review

Corient Private Wealth increased its Southwest Gas (SWX) stake by 1.1% in Q2 2026, buying an estimated $25.2K and bringing the position to 26,514 shares worth $2.35M. The position accounts for ﹤0.01% of the portfolio, ranked #1291.

Corient Private Wealth first reported a position in SWX in Q2 2023 and has held it in 13 quarters since. 411 funds tracked by Wall St. Rank hold SWX as of Q2 2026.

  • Corient Private Wealth held 26,514 shares of Southwest Gas worth $2.35M as of Q2 2026.
  • Corient Private Wealth bought 282 Southwest Gas shares in Q2 2026, an estimated $25.2K.
  • Southwest Gas made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #1291 holding.
  • Corient Private Wealth first reported a position in Southwest Gas in Q2 2023 and has held it in 13 quarters since.
  • 411 funds tracked by Wall St. Rank held Southwest Gas as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.