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Larson Financial Group’s Southwest Gas SWX Stock Holding History

Larson Financial Group’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 		$7.8K Buy
88
+6
+7% +$537 ﹤0.01% 2550
2026
Q1 		$7.13K Sell
82
-12
-13% -$1.02K ﹤0.01% 2425
2025
Q4 		$7.52K Hold
94
– – ﹤0.01% 2277
2025
Q3 		$7.36K Buy
94
+46
+96% +$3.58K ﹤0.01% 2184
2025
Q2 		$3.57K Buy
+48
New +$3.46K ﹤0.01% 2213

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

Larson Financial Group's SWX Position: Q2 2026 in Review

Larson Financial Group increased its Southwest Gas (SWX) stake by 7.3% in Q2 2026, buying an estimated $537 and bringing the position to 88 shares worth $7.8K. The position accounts for ﹤0.01% of the portfolio, ranked #2550.

Larson Financial Group first reported a position in SWX in Q2 2025 and has held it in 5 quarters since. 410 funds tracked by Wall St. Rank hold SWX as of Q2 2026.

  • Larson Financial Group held 88 shares of Southwest Gas worth $7.8K as of Q2 2026.
  • Larson Financial Group bought 6 Southwest Gas shares in Q2 2026, an estimated $537.
  • Southwest Gas made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #2550 holding.
  • Larson Financial Group first reported a position in Southwest Gas in Q2 2025 and has held it in 5 quarters since.
  • 410 funds tracked by Wall St. Rank held Southwest Gas as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.