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International Assets Investment Management’s Southwest Gas SWX Stock Holding History

International Assets 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 		$38.2K Buy
432
+152
+54% +$13.6K ﹤0.01% 1407
2026
Q1 		$24.5K Hold
280
– – ﹤0.01% 1443
2025
Q4 		$22.4K Buy
+280
New +$22.4K ﹤0.01% 1450
2024
Q4 		– Sell
-692
Closed -$51K – 1801
2024
Q3 		$51K Hold
692
– – ﹤0.01% 1051
2024
Q2 		$48.7K Buy
+692
New +$51.8K ﹤0.01% 1191
2023
Q2 		– Sell
-540
Closed -$33.7K – 967
2023
Q1 		$33.7K Buy
+540
New +$34.4K ﹤0.01% 737
2021
Q2 		– Sell
-720
Closed -$47K – 1733
2021
Q1 		$47K Buy
720
+360
+100% +$22.8K ﹤0.01% 984
2020
Q4 		$22K Buy
+360
New +$23.7K ﹤0.01% 1137

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

International Assets Investment Management's SWX Position: Q2 2026 in Review

International Assets Investment Management increased its Southwest Gas (SWX) stake by 54% in Q2 2026, buying an estimated $13.6K and bringing the position to 432 shares worth $38.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1407.

International Assets Investment Management first reported a position in SWX in Q4 2020 and has held it in 8 quarters since. The position peaked at $51K in Q3 2024. 411 funds tracked by Wall St. Rank hold SWX as of Q2 2026.

  • International Assets Investment Management held 432 shares of Southwest Gas worth $38.2K as of Q2 2026.
  • International Assets Investment Management bought 152 Southwest Gas shares in Q2 2026, an estimated $13.6K.
  • Southwest Gas made up ﹤0.01% of International Assets Investment Management's portfolio in Q2 2026, its #1407 holding.
  • International Assets Investment Management first reported a position in Southwest Gas in Q4 2020 and has held it in 8 quarters since.
  • International Assets Investment Management's Southwest Gas position peaked at $51K in Q3 2024.
  • 411 funds tracked by Wall St. Rank held Southwest Gas as of Q2 2026.

Based on International Assets Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.