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Global Retirement Partners’s Southwest Gas SWX Stock Holding History

Global Retirement Partners’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 		$169K Buy
+1,907
New +$171K ﹤0.01% 1684
2025
Q4 		$152K Sell
1,901
-2
-0.1% -$160 ﹤0.01% 1641
2025
Q3 		$149K Hold
1,903
– – ﹤0.01% 1324
2025
Q2 		$142K Buy
+1,903
New +$137K ﹤0.01% 1258
2024
Q4 		$134K Sell
1,895
-251
-12% -$18.7K ﹤0.01% 1130
2024
Q3 		$158K Sell
2,146
-150
-7% -$10.8K ﹤0.01% 1014
2024
Q2 		$162K Buy
2,296
+636
+38% +$47.6K 0.01% 981
2024
Q1 		$126K Hold
1,660
– – ﹤0.01% 978
2023
Q4 		$101K Sell
1,660
-233
-12% -$14K ﹤0.01% 1036
2023
Q3 		$112K Buy
1,893
+87
+5% +$5.55K 0.01% 888
2023
Q2 		$115K Sell
1,806
-85
-4% -$5.03K 0.01% 886
2023
Q1 		$104K Buy
1,891
+1,853
+4,876% +$118K 0.01% 900
2022
Q4 		$2.35K Buy
38
+34
+850% +$2.31K ﹤0.01% 2300
2022
Q3 		$0 Hold
4
– – ﹤0.01% 2963
2022
Q2 		$0 Hold
4
– – ﹤0.01% 2874
2022
Q1 		$0 Buy
+4
New +$280 ﹤0.01% 2773

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

Global Retirement Partners's SWX Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Southwest Gas (SWX) in Q2 2026: 1,907 shares worth $169K. The stake represents ﹤0.01% of the portfolio and ranks #1684 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in SWX as recently as Q4 2025.

Global Retirement Partners first reported a position in SWX in Q1 2022 and has held it in 16 quarters since. 411 funds tracked by Wall St. Rank hold SWX as of Q2 2026.

  • Global Retirement Partners held 1,907 shares of Southwest Gas worth $169K as of Q2 2026.
  • Southwest Gas was a new Global Retirement Partners position in Q2 2026.
  • Southwest Gas made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #1684 holding.
  • Global Retirement Partners first reported a position in Southwest Gas in Q1 2022 and has held it in 16 quarters since.
  • 411 funds tracked by Wall St. Rank held Southwest Gas as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.