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Harbour Investments’s Southwest Gas SWX Stock Holding History

Harbour Investments’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 		$45.4K Sell
512
-87
-15% -$7.79K ﹤0.01% 2443
2026
Q1 		$52.1K Sell
599
-235
-28% -$20K ﹤0.01% 2324
2025
Q4 		$66.7K Buy
834
+626
+301% +$50.1K ﹤0.01% 1825
2025
Q3 		$16.3K Buy
208
+116
+126% +$9.04K ﹤0.01% 2454
2025
Q2 		$6.84K Hold
92
– – ﹤0.01% 2737
2025
Q1 		$6.61K Hold
92
– – ﹤0.01% 2713
2024
Q4 		$6.5K Hold
92
– – ﹤0.01% 2634
2024
Q3 		$6.79K Buy
92
+72
+360% +$5.2K ﹤0.01% 2519
2024
Q2 		$1.41K Hold
20
– – ﹤0.01% 2915
2024
Q1 		$1.52K Hold
20
– – ﹤0.01% 2840
2023
Q4 		$1.27K Sell
20
-50
-71% -$3K ﹤0.01% 2781
2023
Q3 		$4.23K Hold
70
– – ﹤0.01% 2331
2023
Q2 		$4.46K Buy
+70
New +$4.14K ﹤0.01% 2314
2022
Q4 		– Sell
-30
Closed -$3K – 3111
2022
Q3 		$3K Hold
30
– – ﹤0.01% 2360
2022
Q2 		$3K Buy
+30
New +$2.65K ﹤0.01% 2360

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 $3.38T AUM 44.17% 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

Harbour Investments's SWX Position: Q2 2026 in Review

Harbour Investments reduced its Southwest Gas (SWX) stake by 15% in Q2 2026, selling an estimated $7.79K and leaving 512 shares worth $45.4K. The position accounts for ﹤0.01% of the portfolio, ranked #2443.

Harbour Investments first reported a position in SWX in Q2 2022 and has held it in 15 quarters since. The position peaked at $66.7K in Q4 2025. 411 funds tracked by Wall St. Rank hold SWX as of Q2 2026.

  • Harbour Investments held 512 shares of Southwest Gas worth $45.4K as of Q2 2026.
  • Harbour Investments sold 87 Southwest Gas shares in Q2 2026, an estimated $7.79K.
  • Southwest Gas made up ﹤0.01% of Harbour Investments's portfolio in Q2 2026, its #2443 holding.
  • Harbour Investments first reported a position in Southwest Gas in Q2 2022 and has held it in 15 quarters since.
  • Harbour Investments's Southwest Gas position peaked at $66.7K in Q4 2025.
  • 411 funds tracked by Wall St. Rank held Southwest Gas as of Q2 2026.

Based on Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.