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Legacy Wealth Asset Management’s Southwest Gas SWX Stock Holding History

Legacy Wealth Asset 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
Q3 		$253K Buy
+3,100
New +$277K 0.06% 326

Other funds holding SWX

AIM
Ausbil Investment Management Sydney, Australia $199M AUM 17.66% 1-Year Est. Return
OKSA
O'Keefe Stevens Advisory Rochester, New York $489M AUM 37.59% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
PS
Planning Strategies Lancaster, Pennsylvania $169M AUM

Legacy Wealth Asset Management's SWX Position: Q3 2026 in Review

Legacy Wealth Asset Management opened a new position in Southwest Gas (SWX) in Q3 2026: 3,100 shares worth $253K. The stake represents 0.06% of the portfolio and ranks #326 among its holdings.

9 funds tracked by Wall St. Rank hold SWX as of Q3 2026.

  • Legacy Wealth Asset Management held 3,100 shares of Southwest Gas worth $253K as of Q3 2026.
  • Southwest Gas was a new Legacy Wealth Asset Management position in Q3 2026.
  • Southwest Gas made up 0.06% of Legacy Wealth Asset Management's portfolio in Q3 2026, its #326 holding.
  • 9 funds tracked by Wall St. Rank held Southwest Gas as of Q3 2026.

Based on Legacy Wealth Asset Management's 13F filing for Q3 2026, filed 9 Oct 2026.