MassMutual Private Wealth & Trust
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MassMutual Private Wealth & Trust’s Southwest Gas SWX Stock Holding History

MassMutual Private Wealth & Trust’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 		$897 Sell
11
-50
-82% -$4.46K ﹤0.01% 2117
2026
Q2 		$5.41K Hold
61
– – ﹤0.01% 1648
2026
Q1 		$5.3K Buy
61
+11
+22% +$938 ﹤0.01% 1647
2025
Q4 		$4K Sell
50
-7
-12% -$561 ﹤0.01% 1769
2025
Q3 		$4.46K Hold
57
– – ﹤0.01% 1719
2025
Q2 		$4.24K Sell
57
-23
-29% -$1.66K ﹤0.01% 1699
2025
Q1 		$5.74K Hold
80
– – ﹤0.01% 1539
2024
Q4 		$5.66K Hold
80
– – ﹤0.01% 1483
2024
Q3 		$5.9K Buy
80
+23
+40% +$1.66K ﹤0.01% 1311
2024
Q2 		$4.01K Hold
57
– – ﹤0.01% 1389
2024
Q1 		$4.34K Sell
57
-16
-22% -$1.04K ﹤0.01% 1317
2023
Q4 		$4.62K Sell
73
-4
-5% -$240 ﹤0.01% 1264
2023
Q3 		$4.65K Hold
77
– – ﹤0.01% 1271
2023
Q2 		$4.9K Buy
77
+59
+328% +$3.49K ﹤0.01% 1218
2023
Q1 		$1.12K Buy
+18
New +$1.15K ﹤0.01% 1559
2020
Q1 		– Sell
-1,205
Closed -$92K – 794
2019
Q4 		$92K Hold
1,205
– – 0.01% 394
2019
Q3 		$110K Buy
+1,205
New +$108K 0.01% 374
2018
Q2 		– Sell
-26
Closed -$1.76K – 1141
2018
Q1 		$1.76K Buy
+26
New +$1.85K ﹤0.01% 846

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Sterling Capital Management
Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return
Moody Aldrich Partners
Moody Aldrich Partners Marblehead, Massachusetts $523M AUM 75.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Ausbil Investment Management
Ausbil Investment Management Sydney, Australia $199M AUM 17.66% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Amalgamated Bank
Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return
Mutual of America Capital Management
Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return
O'Keefe Stevens Advisory
O'Keefe Stevens Advisory Rochester, New York $489M AUM 37.59% 1-Year Est. Return

MassMutual Private Wealth & Trust's SWX Position: Q3 2026 in Review

MassMutual Private Wealth & Trust reduced its Southwest Gas (SWX) stake by 82% in Q3 2026, selling an estimated $4.46K and leaving 11 shares worth $897. The position accounts for ﹤0.01% of the portfolio, ranked #2117.

MassMutual Private Wealth & Trust first reported a position in SWX in Q1 2018 and has held it in 18 quarters since. The position peaked at $110K in Q3 2019. 109 funds tracked by Wall St. Rank hold SWX as of Q3 2026.

  • MassMutual Private Wealth & Trust held 11 shares of Southwest Gas worth $897 as of Q3 2026.
  • MassMutual Private Wealth & Trust sold 50 Southwest Gas shares in Q3 2026, an estimated $4.46K.
  • Southwest Gas made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q3 2026, its #2117 holding.
  • MassMutual Private Wealth & Trust first reported a position in Southwest Gas in Q1 2018 and has held it in 18 quarters since.
  • MassMutual Private Wealth & Trust's Southwest Gas position peaked at $110K in Q3 2019.
  • 109 funds tracked by Wall St. Rank held Southwest Gas as of Q3 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q3 2026, filed 5 Oct 2026.