GJIA
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Glass Jacobson Investment Advisors’s Southwest Gas SWX Stock Holding History

Glass Jacobson Investment 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
Q1 		$26.1K Hold
300
– – 0.01% 389
2025
Q4 		$24K Hold
300
– – 0.01% 387
2025
Q3 		$23.5K Hold
300
– – 0.01% 380
2025
Q2 		$22.3K Hold
300
– – 0.01% 375
2025
Q1 		$21.2K Hold
300
– – 0.01% 496
2024
Q4 		$21.2K Hold
300
– – 0.01% 496
2024
Q3 		$22.1K Hold
300
– – 0.01% 478
2024
Q2 		$21.1K Hold
300
– – 0.01% 468
2024
Q1 		$22.8K Hold
300
– – 0.01% 462
2023
Q4 		$19K Hold
300
– – 0.01% 446
2023
Q3 		$18.1K Hold
300
– – 0.01% 435
2023
Q2 		$19.1K Buy
+300
New +$17.7K 0.01% 432
2022
Q4 		$18.6K Buy
+300
New +$20.4K 0.01% 441

Other funds holding SWX

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CM
Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MC
Maverick Capital Dallas, Texas $8.6B AUM 48.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return