Focus Partners Wealth
SWX icon

Focus Partners Wealth’s Southwest Gas SWX Stock Holding History

Focus Partners Wealth’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 		$592K Buy
6,681
+1,764
+36% +$158K ﹤0.01% 1887
2026
Q1 		$427K Buy
+4,917
New +$419K ﹤0.01% 2009

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

Focus Partners Wealth's SWX Position: Q2 2026 in Review

Focus Partners Wealth increased its Southwest Gas (SWX) stake by 36% in Q2 2026, buying an estimated $158K and bringing the position to 6,681 shares worth $592K. The position accounts for ﹤0.01% of the portfolio, ranked #1887.

Focus Partners Wealth first reported a position in SWX in Q1 2026 and has held it in 2 quarters since. 411 funds tracked by Wall St. Rank hold SWX as of Q2 2026.

  • Focus Partners Wealth held 6,681 shares of Southwest Gas worth $592K as of Q2 2026.
  • Focus Partners Wealth bought 1,764 Southwest Gas shares in Q2 2026, an estimated $158K.
  • Southwest Gas made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #1887 holding.
  • Focus Partners Wealth first reported a position in Southwest Gas in Q1 2026 and has held it in 2 quarters since.
  • 411 funds tracked by Wall St. Rank held Southwest Gas as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.