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Financial Consulate’s Southwest Gas SWX Stock Holding History

Financial Consulate’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 		$9.4K Hold
106
– – ﹤0.01% 693
2026
Q1 		$9.21K Hold
106
– – ﹤0.01% 659
2025
Q4 		$8.48K Hold
106
– – ﹤0.01% 641
2025
Q3 		$8.3K Buy
+106
New +$8.26K ﹤0.01% 577

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

Financial Consulate's SWX Position: Q2 2026 in Review

Financial Consulate held its Southwest Gas (SWX) position steady in Q2 2026 at 106 shares worth $9.4K. The position accounts for ﹤0.01% of the portfolio, ranked #693.

Financial Consulate first reported a position in SWX in Q3 2025 and has held it in 4 quarters since. 412 funds tracked by Wall St. Rank hold SWX as of Q2 2026.

  • Financial Consulate held 106 shares of Southwest Gas worth $9.4K as of Q2 2026.
  • Financial Consulate left its Southwest Gas share count unchanged in Q2 2026.
  • Southwest Gas made up ﹤0.01% of Financial Consulate's portfolio in Q2 2026, its #693 holding.
  • Financial Consulate first reported a position in Southwest Gas in Q3 2025 and has held it in 4 quarters since.
  • 412 funds tracked by Wall St. Rank held Southwest Gas as of Q2 2026.

Based on Financial Consulate's 13F filing for Q2 2026, filed 23 Jul 2026.