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Emerald Advisors’s Southwest Gas SWX Stock Holding History

Emerald Advisors’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 		$208K Sell
2,350
-25
-1% -$2.24K 0.03% 124
2026
Q1 		$206K Buy
+2,375
New +$202K 0.03% 117
2022
Q3 		– Sell
-2,675
Closed -$233K – 83
2022
Q2 		$233K Hold
2,675
– – 0.07% 76
2022
Q1 		$209K Buy
+2,675
New +$187K 0.05% 92
2020
Q1 		– Sell
-2,628
Closed -$206K – 107
2019
Q4 		$206K Buy
+2,628
New +$214K 0.2% 91

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

Emerald Advisors's SWX Position: Q2 2026 in Review

Emerald Advisors reduced its Southwest Gas (SWX) stake by 1.1% in Q2 2026, selling an estimated $2.24K and leaving 2,350 shares worth $208K. The position accounts for 0.03% of the portfolio, ranked #124.

Emerald Advisors first reported a position in SWX in Q4 2019 and has held it in 5 quarters since. The position peaked at $233K in Q2 2022. 411 funds tracked by Wall St. Rank hold SWX as of Q2 2026.

  • Emerald Advisors held 2,350 shares of Southwest Gas worth $208K as of Q2 2026.
  • Emerald Advisors sold 25 Southwest Gas shares in Q2 2026, an estimated $2.24K.
  • Southwest Gas made up 0.03% of Emerald Advisors's portfolio in Q2 2026, its #124 holding.
  • Emerald Advisors first reported a position in Southwest Gas in Q4 2019 and has held it in 5 quarters since.
  • Emerald Advisors's Southwest Gas position peaked at $233K in Q2 2022.
  • 411 funds tracked by Wall St. Rank held Southwest Gas as of Q2 2026.

Based on Emerald Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.