Hillsdale Investment Management’s Southwest Gas SWX Stock Holding History

Hillsdale Investment Management’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	$273K	Hold	3,080	–	–	0.01%	547
2026 Q1	$268K	Buy	3,080 +2,980	+2,980%	+$254K	0.01%	532
2025 Q4	$8K	Buy	100 +10	+11%	+$801	﹤0.01%	603
2025 Q3	$7.05K	Hold	90	–	–	﹤0.01%	602
2025 Q2	$6.7K	Hold	90	–	–	﹤0.01%	563
2025 Q1	$6.46K	Buy	+90	New	+$6.66K	﹤0.01%	530
2022 Q4	–	Sell	-7,200	Closed	-$502K	–	620
2022 Q3	$502K	Sell	7,200 -2,000	-22%	-$162K	0.05%	323
2022 Q2	$801K	Buy	+9,200	New	+$812K	0.06%	213

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

Hillsdale Investment Management's SWX Position: Q2 2026 in Review

Hillsdale Investment Management held its Southwest Gas (SWX) position steady in Q2 2026 at 3,080 shares worth $273K. The position accounts for 0.01% of the portfolio, ranked #547.

Hillsdale Investment Management first reported a position in SWX in Q2 2022 and has held it in 8 quarters since. The position peaked at $801K in Q2 2022. 411 funds tracked by Wall St. Rank hold SWX as of Q2 2026.

Hillsdale Investment Management held 3,080 shares of Southwest Gas worth $273K as of Q2 2026.
Hillsdale Investment Management left its Southwest Gas share count unchanged in Q2 2026.
Southwest Gas made up 0.01% of Hillsdale Investment Management's portfolio in Q2 2026, its #547 holding.
Hillsdale Investment Management first reported a position in Southwest Gas in Q2 2022 and has held it in 8 quarters since.
Hillsdale Investment Management's Southwest Gas position peaked at $801K in Q2 2022.
411 funds tracked by Wall St. Rank held Southwest Gas as of Q2 2026.

Based on Hillsdale Investment Management's 13F filing for Q2 2026, filed 12 Aug 2026.