Massachusetts Wealth Management’s Southwest Gas SWX Stock Holding History

Massachusetts 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	$730K	Hold	8,235	–	–	0.28%	79
2026 Q1	$716K	Buy	8,235 +130	+2%	+$11.1K	0.31%	75
2025 Q4	$649K	Buy	8,105 +25	+0.3%	+$2K	0.3%	78
2025 Q3	$633K	Buy	8,080 +150	+2%	+$11.7K	0.31%	78
2025 Q2	$590K	Buy	7,930 +65	+0.8%	+$4.69K	0.33%	76
2025 Q1	$565K	Sell	7,865 -50	-0.6%	-$3.7K	0.39%	67
2024 Q4	$560K	Hold	7,915	–	–	0.35%	75
2024 Q3	$584K	Sell	7,915 -225	-3%	-$16.3K	0.37%	71
2024 Q2	$573K	Hold	8,140	–	–	0.38%	74
2024 Q1	$620K	Hold	8,140	–	–	0.44%	70
2023 Q4	$516K	Sell	8,140 -50	-0.6%	-$3K	0.42%	70
2023 Q3	$495K	Sell	8,190 -400	-5%	-$25.5K	0.45%	67
2023 Q2	$547K	Sell	8,590 -150	-2%	-$8.87K	0.52%	61
2023 Q1	$546K	Sell	8,740 -250	-3%	-$15.9K	0.56%	58
2022 Q4	$602K	Buy	+8,990	New	+$611K	0.58%	59

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

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

Massachusetts Wealth Management held its Southwest Gas (SWX) position steady in Q2 2026 at 8,235 shares worth $730K. The position accounts for 0.28% of the portfolio, ranked #79.

Massachusetts Wealth Management first reported a position in SWX in Q4 2022 and has held it in 15 quarters since. 412 funds tracked by Wall St. Rank hold SWX as of Q2 2026.

Massachusetts Wealth Management held 8,235 shares of Southwest Gas worth $730K as of Q2 2026.
Massachusetts Wealth Management left its Southwest Gas share count unchanged in Q2 2026.
Southwest Gas made up 0.28% of Massachusetts Wealth Management's portfolio in Q2 2026, its #79 holding.
Massachusetts Wealth Management first reported a position in Southwest Gas in Q4 2022 and has held it in 15 quarters since.
412 funds tracked by Wall St. Rank held Southwest Gas as of Q2 2026.

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