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 Q2	–	Sell	-6,201	Closed	-$539K	–	413
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 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 $3.37T AUM 44.26% 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

iSAM Funds (UK)'s SWX Position: Q2 2026 in Review

iSAM Funds (UK) sold out of Southwest Gas (SWX) in Q2 2026, closing a stake of 6,201 shares — an estimated $539K sold.

iSAM Funds (UK) first reported a position in SWX in Q3 2025 and held it in 2 quarters. The position peaked at $925K in Q3 2025. 412 funds tracked by Wall St. Rank hold SWX as of Q2 2026.

iSAM Funds (UK) reported no remaining Southwest Gas position as of Q2 2026 after selling out during the quarter.
iSAM Funds (UK) sold 6,201 Southwest Gas shares in Q2 2026, an estimated $539K.
iSAM Funds (UK) first reported a position in Southwest Gas in Q3 2025 and held it in 2 quarters.
iSAM Funds (UK)'s Southwest Gas position peaked at $925K in Q3 2025.
412 funds tracked by Wall St. Rank held Southwest Gas as of Q2 2026.

Based on iSAM Funds (UK)'s 13F filing for Q2 2026, filed 12 Aug 2026.