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Kingsview Wealth Management’s Southwest Gas SWX Stock Holding History

Kingsview Wealth 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 		$207K Sell
2,329
-18
-0.8% -$1.61K ﹤0.01% 1346
2026
Q1 		$204K Buy
+2,347
New +$200K ﹤0.01% 1254
2025
Q2 		– Sell
-34,035
Closed -$2.44M – 1217
2025
Q1 		$2.44M Buy
+34,035
New +$2.52M 0.05% 349

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

Kingsview Wealth Management's SWX Position: Q2 2026 in Review

Kingsview Wealth Management reduced its Southwest Gas (SWX) stake by 0.77% in Q2 2026, selling an estimated $1.61K and leaving 2,329 shares worth $207K. The position accounts for ﹤0.01% of the portfolio, ranked #1346.

Kingsview Wealth Management first reported a position in SWX in Q1 2025 and has held it in 3 quarters since. The position peaked at $2.44M in Q1 2025. 411 funds tracked by Wall St. Rank hold SWX as of Q2 2026.

  • Kingsview Wealth Management held 2,329 shares of Southwest Gas worth $207K as of Q2 2026.
  • Kingsview Wealth Management sold 18 Southwest Gas shares in Q2 2026, an estimated $1.61K.
  • Southwest Gas made up ﹤0.01% of Kingsview Wealth Management's portfolio in Q2 2026, its #1346 holding.
  • Kingsview Wealth Management first reported a position in Southwest Gas in Q1 2025 and has held it in 3 quarters since.
  • Kingsview Wealth Management's Southwest Gas position peaked at $2.44M in Q1 2025.
  • 411 funds tracked by Wall St. Rank held Southwest Gas as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.