Fortitude Family Office’s Southwest Gas SWX Stock Holding History

Fortitude Family Office’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	$3.99K	Buy	45 +2	+5%	+$179	﹤0.01%	1188
2026 Q1	$3.74K	Buy	43 +25	+139%	+$2.13K	﹤0.01%	1029
2025 Q4	$1.44K	Sell	18 -3	-14%	-$240	﹤0.01%	1310
2025 Q3	$1.65K	Buy	21 +6	+40%	+$467	﹤0.01%	1334
2025 Q2	$1.12K	Buy	+15	New	+$1.08K	﹤0.01%	1460

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 $3.38T AUM 44.17% 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

Fortitude Family Office's SWX Position: Q2 2026 in Review

Fortitude Family Office increased its Southwest Gas (SWX) stake by 4.7% in Q2 2026, buying an estimated $179 and bringing the position to 45 shares worth $3.99K. The position accounts for ﹤0.01% of the portfolio, ranked #1188.

Fortitude Family Office first reported a position in SWX in Q2 2025 and has held it in 5 quarters since. 411 funds tracked by Wall St. Rank hold SWX as of Q2 2026.

Fortitude Family Office held 45 shares of Southwest Gas worth $3.99K as of Q2 2026.
Fortitude Family Office bought 2 Southwest Gas shares in Q2 2026, an estimated $179.
Southwest Gas made up ﹤0.01% of Fortitude Family Office's portfolio in Q2 2026, its #1188 holding.
Fortitude Family Office first reported a position in Southwest Gas in Q2 2025 and has held it in 5 quarters since.
411 funds tracked by Wall St. Rank held Southwest Gas as of Q2 2026.

Based on Fortitude Family Office's 13F filing for Q2 2026, filed 20 Jul 2026.