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High Note Wealth’s Southwest Gas SWX Stock Holding History

High Note Wealth’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 		$3.37K Buy
38
+18
+90% +$1.61K ﹤0.01% 716
2026
Q1 		$1.74K Hold
20
– – ﹤0.01% 826
2025
Q4 		$1.6K Hold
20
– – ﹤0.01% 806
2025
Q3 		$1.57K Buy
+20
New +$1.56K ﹤0.01% 728

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

High Note Wealth's SWX Position: Q2 2026 in Review

High Note Wealth increased its Southwest Gas (SWX) stake by 90% in Q2 2026, buying an estimated $1.61K and bringing the position to 38 shares worth $3.37K. The position accounts for ﹤0.01% of the portfolio, ranked #716.

High Note Wealth first reported a position in SWX in Q3 2025 and has held it in 4 quarters since. 412 funds tracked by Wall St. Rank hold SWX as of Q2 2026.

  • High Note Wealth held 38 shares of Southwest Gas worth $3.37K as of Q2 2026.
  • High Note Wealth bought 18 Southwest Gas shares in Q2 2026, an estimated $1.61K.
  • Southwest Gas made up ﹤0.01% of High Note Wealth's portfolio in Q2 2026, its #716 holding.
  • High Note Wealth first reported a position in Southwest Gas in Q3 2025 and has held it in 4 quarters since.
  • 412 funds tracked by Wall St. Rank held Southwest Gas as of Q2 2026.

Based on High Note Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.