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Merit Financial Group’s Southwest Gas SWX Stock Holding History

Merit Financial Group’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 		$267K Buy
3,015
+645
+27% +$57.7K ﹤0.01% 1888
2026
Q1 		$206K Buy
+2,370
New +$202K ﹤0.01% 1907

Other funds holding SWX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
CM
Corvex Management New York $3.27B AUM 38.53% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
MC
Maverick Capital Dallas, Texas $11.3B AUM 76.6% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return

Merit Financial Group's SWX Position: Q2 2026 in Review

Merit Financial Group increased its Southwest Gas (SWX) stake by 27% in Q2 2026, buying an estimated $57.7K and bringing the position to 3,015 shares worth $267K. The position accounts for ﹤0.01% of the portfolio, ranked #1888.

Merit Financial Group first reported a position in SWX in Q1 2026 and has held it in 2 quarters since. 412 funds tracked by Wall St. Rank hold SWX as of Q2 2026.

  • Merit Financial Group held 3,015 shares of Southwest Gas worth $267K as of Q2 2026.
  • Merit Financial Group bought 645 Southwest Gas shares in Q2 2026, an estimated $57.7K.
  • Southwest Gas made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #1888 holding.
  • Merit Financial Group first reported a position in Southwest Gas in Q1 2026 and has held it in 2 quarters since.
  • 412 funds tracked by Wall St. Rank held Southwest Gas as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.