Massachusetts Financial Services
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Massachusetts Financial Services’s Southwest Gas SWX Stock Holding History

Massachusetts Financial Services’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 		$37.7M Buy
424,659
+372,441
+713% +$33.3M 0.01% 550
2026
Q1 		$4.54M Sell
52,218
-795
-1% -$67.8K ﹤0.01% 761
2025
Q4 		$4.24M Sell
53,013
-1,485
-3% -$119K ﹤0.01% 752
2025
Q3 		$4.27M Buy
54,498
+4,065
+8% +$317K ﹤0.01% 725
2025
Q2 		$3.75M Buy
+50,433
New +$3.64M ﹤0.01% 727
2025
Q1 		– Sell
-5,235
Closed -$370K – 917
2024
Q4 		$370K Sell
5,235
-649,695
-99% -$48.3M ﹤0.01% 850
2024
Q3 		$48.3M Buy
654,930
+6,059
+0.9% +$438K 0.01% 474
2024
Q2 		$45.7M Buy
648,871
+17,069
+3% +$1.28M 0.01% 464
2024
Q1 		$48.1M Sell
631,802
-61,850
-9% -$4.01M 0.01% 463
2023
Q4 		$43.9M Sell
693,652
-170,060
-20% -$10.2M 0.01% 469
2023
Q3 		$52.2M Sell
863,712
-15,359
-2% -$980K 0.02% 434
2023
Q2 		$56M Buy
+879,071
New +$52M 0.02% 420
2020
Q1 		– Sell
-5,405
Closed -$411K – 835
2019
Q4 		$411K Sell
5,405
-584
-10% -$47.5K ﹤0.01% 790
2019
Q3 		$545K Buy
+5,989
New +$538K ﹤0.01% 791
2018
Q3 		– Sell
-6,672
Closed -$509K – 875
2018
Q2 		$509K Buy
6,672
+914
+16% +$66.7K ﹤0.01% 812
2018
Q1 		$389K Buy
5,758
+91
+2% +$6.46K ﹤0.01% 815
2017
Q4 		$456K Buy
5,667
+795
+16% +$64.5K ﹤0.01% 817
2017
Q3 		$378K Buy
+4,872
New +$386K ﹤0.01% 815

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

Massachusetts Financial Services's SWX Position: Q2 2026 in Review

Massachusetts Financial Services increased its Southwest Gas (SWX) stake by 713% in Q2 2026, buying an estimated $33.3M and bringing the position to 424,659 shares worth $37.7M. The position accounts for 0.01% of the portfolio, ranked #550.

Massachusetts Financial Services first reported a position in SWX in Q3 2017 and has held it in 18 quarters since. The position peaked at $56M in Q2 2023. 411 funds tracked by Wall St. Rank hold SWX as of Q2 2026.

  • Massachusetts Financial Services held 424,659 shares of Southwest Gas worth $37.7M as of Q2 2026.
  • Massachusetts Financial Services bought 372,441 Southwest Gas shares in Q2 2026, an estimated $33.3M.
  • Southwest Gas made up 0.01% of Massachusetts Financial Services's portfolio in Q2 2026, its #550 holding.
  • Massachusetts Financial Services first reported a position in Southwest Gas in Q3 2017 and has held it in 18 quarters since.
  • Massachusetts Financial Services's Southwest Gas position peaked at $56M in Q2 2023.
  • 411 funds tracked by Wall St. Rank held Southwest Gas as of Q2 2026.

Based on Massachusetts Financial Services's 13F filing for Q2 2026, filed 3 Aug 2026.