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Covestor’s Southwest Gas SWX Stock Holding History

Covestor’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 		$7K Sell
77
-93
-55% -$8.32K ﹤0.01% 1808
2026
Q1 		$15K Sell
170
-171
-50% -$14.6K 0.01% 1240
2025
Q4 		$28K Sell
341
-180
-35% -$14.4K 0.01% 1135
2025
Q3 		$41K Sell
521
-979
-65% -$76.3K 0.02% 1001
2025
Q2 		$111K Buy
1,500
+361
+32% +$26K 0.07% 491
2025
Q1 		$82K Buy
1,139
+126
+12% +$9.33K 0.05% 609
2024
Q4 		$72K Buy
1,013
+290
+40% +$21.5K 0.05% 706
2024
Q3 		$54K Sell
723
-257
-26% -$18.6K 0.03% 852
2024
Q2 		$69K Sell
980
-461
-32% -$34.5K 0.04% 711
2024
Q1 		$110K Buy
1,441
+125
+9% +$8.1K 0.07% 480
2023
Q4 		$83K Sell
1,316
-216
-14% -$13K 0.06% 611
2023
Q3 		$93K Sell
1,532
-317
-17% -$20.2K 0.07% 464
2023
Q2 		$118K Buy
1,849
+141
+8% +$8.34K 0.09% 346
2023
Q1 		$107K Buy
1,708
+1,089
+176% +$69.4K 0.09% 343
2022
Q4 		$38K Buy
619
+486
+365% +$33.1K 0.03% 839
2022
Q3 		$9K Sell
133
-1,356
-91% -$110K 0.01% 1316
2022
Q2 		$130K Sell
1,489
-953
-39% -$84.1K 0.1% 263
2022
Q1 		$191K Buy
2,442
+1,094
+81% +$76.6K 0.13% 168
2021
Q4 		$94K Buy
+1,348
New +$92.9K 0.13% 192

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

Covestor's SWX Position: Q2 2026 in Review

Covestor reduced its Southwest Gas (SWX) stake by 55% in Q2 2026, selling an estimated $8.32K and leaving 77 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #1808.

Covestor first reported a position in SWX in Q4 2021 and has held it in 19 quarters since. The position peaked at $191K in Q1 2022. 410 funds tracked by Wall St. Rank hold SWX as of Q2 2026.

  • Covestor held 77 shares of Southwest Gas worth $7K as of Q2 2026.
  • Covestor sold 93 Southwest Gas shares in Q2 2026, an estimated $8.32K.
  • Southwest Gas made up ﹤0.01% of Covestor's portfolio in Q2 2026, its #1808 holding.
  • Covestor first reported a position in Southwest Gas in Q4 2021 and has held it in 19 quarters since.
  • Covestor's Southwest Gas position peaked at $191K in Q1 2022.
  • 410 funds tracked by Wall St. Rank held Southwest Gas as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.