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Integrated Wealth Concepts’s Southwest Gas SWX Stock Holding History

Integrated Wealth Concepts’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 		$172K Buy
+1,934
New +$173K ﹤0.01% 2437

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

Integrated Wealth Concepts's SWX Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Southwest Gas (SWX) in Q2 2026: 1,934 shares worth $172K. The stake represents ﹤0.01% of the portfolio and ranks #2437 among its holdings.

411 funds tracked by Wall St. Rank hold SWX as of Q2 2026.

  • Integrated Wealth Concepts held 1,934 shares of Southwest Gas worth $172K as of Q2 2026.
  • Southwest Gas was a new Integrated Wealth Concepts position in Q2 2026.
  • Southwest Gas made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #2437 holding.
  • 411 funds tracked by Wall St. Rank held Southwest Gas as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.