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iSAM Funds (UK)’s Southwest Gas SWX Stock Holding History

iSAM Funds (UK)’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
Q1 		$539K Buy
+6,201
New +$529K 0.27% 127
2025
Q4 		– Sell
-11,809
Closed -$925K – 678
2025
Q3 		$925K Buy
+11,809
New +$920K 0.19% 166

Other funds holding SWX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CM
Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MC
Maverick Capital Dallas, Texas $8.67B AUM 48.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

iSAM Funds (UK)'s SWX Position: Q1 2026 in Review

iSAM Funds (UK) opened a new position in Southwest Gas (SWX) in Q1 2026: 6,201 shares worth $539K. The stake represents 0.27% of the portfolio and ranks #127 among its holdings. This is a return to the name: iSAM Funds (UK) previously reported a position in SWX as recently as Q3 2025.

iSAM Funds (UK) first reported a position in SWX in Q3 2025 and has held it in 2 quarters since. The position peaked at $925K in Q3 2025. 395 funds tracked by Wall St. Rank hold SWX as of Q1 2026.

  • iSAM Funds (UK) held 6,201 shares of Southwest Gas worth $539K as of Q1 2026.
  • Southwest Gas was a new iSAM Funds (UK) position in Q1 2026.
  • Southwest Gas made up 0.27% of iSAM Funds (UK)'s portfolio in Q1 2026, its #127 holding.
  • iSAM Funds (UK) first reported a position in Southwest Gas in Q3 2025 and has held it in 2 quarters since.
  • iSAM Funds (UK)'s Southwest Gas position peaked at $925K in Q3 2025.
  • 395 funds tracked by Wall St. Rank held Southwest Gas as of Q1 2026.

Based on iSAM Funds (UK)'s 13F filing for Q1 2026, filed 13 May 2026.