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 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	$4.63K	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

Other funds holding SWX

CCM

Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

HAI

Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

SCM

Sterling Capital Management Charlotte, North Carolina $5.9B AUM 29.63% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

MAP

Moody Aldrich Partners Marblehead, Massachusetts $557M AUM 122.79% 1-Year Est. Return

MSRPS

Maryland State Retirement & Pension System Baltimore, Maryland $5.84B AUM 38.19% 1-Year Est. Return

PCM

Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

MassMutual Private Wealth & Trust's SWX Position: Q2 2026 in Review

MassMutual Private Wealth & Trust held its Southwest Gas (SWX) position steady in Q2 2026 at 61 shares worth $5.41K. The position accounts for ﹤0.01% of the portfolio, ranked #1648.

MassMutual Private Wealth & Trust first reported a position in SWX in Q1 2018 and has held it in 17 quarters since. The position peaked at $110K in Q3 2019. 120 funds tracked by Wall St. Rank hold SWX as of Q2 2026.

MassMutual Private Wealth & Trust held 61 shares of Southwest Gas worth $5.41K as of Q2 2026.
MassMutual Private Wealth & Trust left its Southwest Gas share count unchanged in Q2 2026.
Southwest Gas made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #1648 holding.
MassMutual Private Wealth & Trust first reported a position in Southwest Gas in Q1 2018 and has held it in 17 quarters since.
MassMutual Private Wealth & Trust's Southwest Gas position peaked at $110K in Q3 2019.
120 funds tracked by Wall St. Rank held Southwest Gas as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.