Elevation Wealth Partners’s Southwest Gas SWX Stock Holding History

Elevation Wealth Partners’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 Q1	–	Sell	-272	Closed	-$21.8K	–	1136
2025 Q4	$21.8K	Buy	+272	New	+$21.8K	0.01%	353

Other funds holding SWX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Corvex Management New York $3.27B AUM 38.53% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Maverick Capital Dallas, Texas $11.3B AUM 76.6% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Elevation Wealth Partners's SWX Position: Q1 2026 in Review

Elevation Wealth Partners sold out of Southwest Gas (SWX) in Q1 2026, closing a stake of 272 shares — an estimated $21.8K sold.

Elevation Wealth Partners first reported a position in SWX in Q4 2025 and held it in 1 quarter. The position peaked at $21.8K in Q4 2025. 398 funds tracked by Wall St. Rank hold SWX as of Q1 2026.

Elevation Wealth Partners reported no remaining Southwest Gas position as of Q1 2026 after selling out during the quarter.
Elevation Wealth Partners sold 272 Southwest Gas shares in Q1 2026, an estimated $21.8K.
Elevation Wealth Partners first reported a position in Southwest Gas in Q4 2025 and held it in 1 quarter.
Elevation Wealth Partners's Southwest Gas position peaked at $21.8K in Q4 2025.
398 funds tracked by Wall St. Rank held Southwest Gas as of Q1 2026.

Based on Elevation Wealth Partners's 13F filing for Q1 2026, filed 14 Apr 2026.