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HFM Investment Advisors’s Southwest Gas SWX Stock Holding History

HFM 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 		$799 Buy
9
+5
+125% +$447 ﹤0.01% 814
2026
Q1 		$348 Hold
4
– – ﹤0.01% 805
2025
Q4 		$321 Buy
4
+1
+33% +$80 ﹤0.01% 867
2025
Q3 		$235 Hold
3
– – ﹤0.01% 946
2025
Q2 		$223 Buy
3
+2
+200% +$144 ﹤0.01% 949
2025
Q1 		$72 Buy
+1
New +$74 ﹤0.01% 957

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

HFM Investment Advisors's SWX Position: Q2 2026 in Review

HFM Investment Advisors increased its Southwest Gas (SWX) stake by 125% in Q2 2026, buying an estimated $447 and bringing the position to 9 shares worth $799. The position accounts for ﹤0.01% of the portfolio, ranked #814.

HFM Investment Advisors first reported a position in SWX in Q1 2025 and has held it in 6 quarters since. 411 funds tracked by Wall St. Rank hold SWX as of Q2 2026.

  • HFM Investment Advisors held 9 shares of Southwest Gas worth $799 as of Q2 2026.
  • HFM Investment Advisors bought 5 Southwest Gas shares in Q2 2026, an estimated $447.
  • Southwest Gas made up ﹤0.01% of HFM Investment Advisors's portfolio in Q2 2026, its #814 holding.
  • HFM Investment Advisors first reported a position in Southwest Gas in Q1 2025 and has held it in 6 quarters since.
  • 411 funds tracked by Wall St. Rank held Southwest Gas as of Q2 2026.

Based on HFM Investment Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.