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 Q2	$26.6K	Hold	300	–	–	0.01%	391
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 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

Glass Jacobson Investment Advisors's SWX Position: Q2 2026 in Review

Glass Jacobson Investment Advisors held its Southwest Gas (SWX) position steady in Q2 2026 at 300 shares worth $26.6K. The position accounts for 0.01% of the portfolio, ranked #391.

Glass Jacobson Investment Advisors first reported a position in SWX in Q4 2022 and has held it in 14 quarters since. 411 funds tracked by Wall St. Rank hold SWX as of Q2 2026.

Glass Jacobson Investment Advisors held 300 shares of Southwest Gas worth $26.6K as of Q2 2026.
Glass Jacobson Investment Advisors left its Southwest Gas share count unchanged in Q2 2026.
Southwest Gas made up 0.01% of Glass Jacobson Investment Advisors's portfolio in Q2 2026, its #391 holding.
Glass Jacobson Investment Advisors first reported a position in Southwest Gas in Q4 2022 and has held it in 14 quarters since.
411 funds tracked by Wall St. Rank held Southwest Gas as of Q2 2026.

Based on Glass Jacobson Investment Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.