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Gallagher Fiduciary Advisors’s Southwest Gas SWX Stock Holding History

Gallagher Fiduciary Advisors’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 		$501K Sell
5,654
-90
-2% -$8.05K 0.02% 196
2026
Q1 		$499K Sell
5,744
-578
-9% -$49.3K 0.02% 162
2025
Q4 		$506K Buy
6,322
+452
+8% +$36.2K 0.02% 180
2025
Q3 		$460K Buy
5,870
+95
+2% +$7.4K 0.02% 178
2025
Q2 		$430K Buy
5,775
+1,047
+22% +$75.5K 0.02% 196
2025
Q1 		$339K Buy
4,728
+337
+8% +$24.9K 0.01% 216
2024
Q4 		$310K Buy
4,391
+632
+17% +$47K 0.06% 218
2024
Q3 		$277K Buy
3,759
+911
+32% +$65.8K 0.06% 211
2024
Q2 		$200K Buy
+2,848
New +$213K 0.04% 241

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

Gallagher Fiduciary Advisors's SWX Position: Q2 2026 in Review

Gallagher Fiduciary Advisors reduced its Southwest Gas (SWX) stake by 1.6% in Q2 2026, selling an estimated $8.05K and leaving 5,654 shares worth $501K. The position accounts for 0.02% of the portfolio, ranked #196.

Gallagher Fiduciary Advisors first reported a position in SWX in Q2 2024 and has held it in 9 quarters since. The position peaked at $506K in Q4 2025. 411 funds tracked by Wall St. Rank hold SWX as of Q2 2026.

  • Gallagher Fiduciary Advisors held 5,654 shares of Southwest Gas worth $501K as of Q2 2026.
  • Gallagher Fiduciary Advisors sold 90 Southwest Gas shares in Q2 2026, an estimated $8.05K.
  • Southwest Gas made up 0.02% of Gallagher Fiduciary Advisors's portfolio in Q2 2026, its #196 holding.
  • Gallagher Fiduciary Advisors first reported a position in Southwest Gas in Q2 2024 and has held it in 9 quarters since.
  • Gallagher Fiduciary Advisors's Southwest Gas position peaked at $506K in Q4 2025.
  • 411 funds tracked by Wall St. Rank held Southwest Gas as of Q2 2026.

Based on Gallagher Fiduciary Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.