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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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CM
Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MC
Maverick Capital Dallas, Texas $8.67B AUM 48.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Massachusetts Wealth Management's SWX Position: Q1 2026 in Review

Massachusetts Wealth Management increased its Southwest Gas (SWX) stake by 1.6% in Q1 2026, buying an estimated $11.1K and bringing the position to 8,235 shares worth $716K. The position accounts for 0.31% of the portfolio, ranked #75.

Massachusetts Wealth Management first reported a position in SWX in Q4 2022 and has held it in 14 quarters since. 395 funds tracked by Wall St. Rank hold SWX as of Q1 2026.

  • Massachusetts Wealth Management held 8,235 shares of Southwest Gas worth $716K as of Q1 2026.
  • Massachusetts Wealth Management bought 130 Southwest Gas shares in Q1 2026, an estimated $11.1K.
  • Southwest Gas made up 0.31% of Massachusetts Wealth Management's portfolio in Q1 2026, its #75 holding.
  • Massachusetts Wealth Management first reported a position in Southwest Gas in Q4 2022 and has held it in 14 quarters since.
  • 395 funds tracked by Wall St. Rank held Southwest Gas as of Q1 2026.

Based on Massachusetts Wealth Management's 13F filing for Q1 2026, filed 15 Apr 2026.