Envestnet Portfolio Solutions
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Envestnet Portfolio Solutions’s Southwest Gas SWX Stock Holding History

Envestnet Portfolio Solutions’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 		$961K Sell
10,832
-175
-2% -$15.7K ﹤0.01% 724
2026
Q1 		$957K Buy
11,007
+170
+2% +$14.5K 0.01% 649
2025
Q4 		$867K Buy
10,837
+132
+1% +$10.6K ﹤0.01% 803
2025
Q3 		$839K Sell
10,705
-837
-7% -$65.2K ﹤0.01% 804
2025
Q2 		$859K Buy
11,542
+8,372
+264% +$604K ﹤0.01% 852
2025
Q1 		$228K Sell
3,170
-75
-2% -$5.55K ﹤0.01% 1432
2024
Q4 		$229K Buy
3,245
+391
+14% +$29.1K ﹤0.01% 1625
2024
Q3 		$211K Buy
+2,854
New +$206K ﹤0.01% 1629

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 $3.38T AUM 44.17% 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

Envestnet Portfolio Solutions's SWX Position: Q2 2026 in Review

Envestnet Portfolio Solutions reduced its Southwest Gas (SWX) stake by 1.6% in Q2 2026, selling an estimated $15.7K and leaving 10,832 shares worth $961K. The position accounts for ﹤0.01% of the portfolio, ranked #724.

Envestnet Portfolio Solutions first reported a position in SWX in Q3 2024 and has held it in 8 quarters since. 411 funds tracked by Wall St. Rank hold SWX as of Q2 2026.

  • Envestnet Portfolio Solutions held 10,832 shares of Southwest Gas worth $961K as of Q2 2026.
  • Envestnet Portfolio Solutions sold 175 Southwest Gas shares in Q2 2026, an estimated $15.7K.
  • Southwest Gas made up ﹤0.01% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #724 holding.
  • Envestnet Portfolio Solutions first reported a position in Southwest Gas in Q3 2024 and has held it in 8 quarters since.
  • 411 funds tracked by Wall St. Rank held Southwest Gas as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.