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 Q3	$646K	Sell	7,925 -310	-4%	-$27.7K	0.26%	81
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

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Channing Capital Management Chicago, Illinois $3.82B AUM 15.06% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

River Road Asset Management Louisville, Kentucky $8.42B AUM 5.65% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Massachusetts Wealth Management's SWX Position: Q3 2026 in Review

Massachusetts Wealth Management reduced its Southwest Gas (SWX) stake by 3.8% in Q3 2026, selling an estimated $27.7K and leaving 7,925 shares worth $646K. The position accounts for 0.26% of the portfolio, ranked #81.

Massachusetts Wealth Management first reported a position in SWX in Q4 2022 and has held it in 16 quarters since. The position peaked at $730K in Q2 2026. 210 funds tracked by Wall St. Rank hold SWX as of Q3 2026.

Massachusetts Wealth Management held 7,925 shares of Southwest Gas worth $646K as of Q3 2026.
Massachusetts Wealth Management sold 310 Southwest Gas shares in Q3 2026, an estimated $27.7K.
Southwest Gas made up 0.26% of Massachusetts Wealth Management's portfolio in Q3 2026, its #81 holding.
Massachusetts Wealth Management first reported a position in Southwest Gas in Q4 2022 and has held it in 16 quarters since.
Massachusetts Wealth Management's Southwest Gas position peaked at $730K in Q2 2026.
210 funds tracked by Wall St. Rank held Southwest Gas as of Q3 2026.

Based on Massachusetts Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.