CPG
SWX icon

Cornerstone Planning Group’s Southwest Gas SWX Stock Holding History

Cornerstone Planning Group’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 		$471 Sell
5
-1
-17% -$89 ﹤0.01% 1708
2026
Q1 		$472 Buy
6
+1
+20% +$85 ﹤0.01% 1666
2025
Q4 		$410 Sell
5
-1,387
-100% -$111K ﹤0.01% 1549
2025
Q3 		$57.7K Buy
1,392
+1,387
+27,740% +$108K 0.01% 306
2025
Q2 		$398 Hold
5
– – ﹤0.01% 1363
2025
Q1 		$363 Buy
+5
New +$370 ﹤0.01% 1376

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

Cornerstone Planning Group's SWX Position: Q2 2026 in Review

Cornerstone Planning Group reduced its Southwest Gas (SWX) stake by 17% in Q2 2026, selling an estimated $89 and leaving 5 shares worth $471. The position accounts for ﹤0.01% of the portfolio, ranked #1708.

Cornerstone Planning Group first reported a position in SWX in Q1 2025 and has held it in 6 quarters since. The position peaked at $57.7K in Q3 2025. 412 funds tracked by Wall St. Rank hold SWX as of Q2 2026.

  • Cornerstone Planning Group held 5 shares of Southwest Gas worth $471 as of Q2 2026.
  • Cornerstone Planning Group sold 1 Southwest Gas share in Q2 2026, an estimated $89.
  • Southwest Gas made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #1708 holding.
  • Cornerstone Planning Group first reported a position in Southwest Gas in Q1 2025 and has held it in 6 quarters since.
  • Cornerstone Planning Group's Southwest Gas position peaked at $57.7K in Q3 2025.
  • 412 funds tracked by Wall St. Rank held Southwest Gas as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.