Evermay Wealth Management’s Southwest Gas SWX Stock Holding History

Evermay Wealth Management’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	$47.3K	Hold	533	–	–	﹤0.01%	365
2026 Q1	$46.3K	Hold	533	–	–	0.01%	327
2025 Q4	$42.7K	Hold	533	–	–	﹤0.01%	333
2025 Q3	$41.8K	Hold	533	–	–	﹤0.01%	336
2025 Q2	$39.6K	Hold	533	–	–	﹤0.01%	338
2025 Q1	$38.3K	Hold	533	–	–	0.01%	344
2024 Q4	$37.7K	Hold	533	–	–	0.01%	338
2024 Q3	$39.3K	Hold	533	–	–	0.01%	353
2024 Q2	$37.5K	Hold	533	–	–	0.01%	363
2024 Q1	$40.6K	Hold	533	–	–	0.01%	367
2023 Q4	$33.8K	Hold	533	–	–	0.01%	358
2023 Q3	$32.2K	Hold	533	–	–	0.01%	340
2023 Q2	$33.9K	Hold	533	–	–	0.01%	343
2023 Q1	$33.3K	Hold	533	–	–	0.01%	334
2022 Q4	$33K	Hold	533	–	–	0.01%	328
2022 Q3	$37K	Hold	533	–	–	0.01%	299
2022 Q2	$46K	Hold	533	–	–	0.01%	288
2022 Q1	$42K	Hold	533	–	–	0.01%	314
2021 Q4	$37K	Hold	533	–	–	0.01%	307
2021 Q3	$36K	Hold	533	–	–	0.01%	298
2021 Q2	$35K	Buy	+533	New	+$36.4K	0.01%	322

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

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

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

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

Evermay Wealth Management's SWX Position: Q2 2026 in Review

Evermay Wealth Management held its Southwest Gas (SWX) position steady in Q2 2026 at 533 shares worth $47.3K. The position accounts for ﹤0.01% of the portfolio, ranked #365.

Evermay Wealth Management first reported a position in SWX in Q2 2021 and has held it in 21 quarters since. 411 funds tracked by Wall St. Rank hold SWX as of Q2 2026.

Evermay Wealth Management held 533 shares of Southwest Gas worth $47.3K as of Q2 2026.
Evermay Wealth Management left its Southwest Gas share count unchanged in Q2 2026.
Southwest Gas made up ﹤0.01% of Evermay Wealth Management's portfolio in Q2 2026, its #365 holding.
Evermay Wealth Management first reported a position in Southwest Gas in Q2 2021 and has held it in 21 quarters since.
411 funds tracked by Wall St. Rank held Southwest Gas as of Q2 2026.

Based on Evermay Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.