Mirabella Financial Services’s Southwest Gas SWX Stock Holding History

Mirabella Financial Services’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	$259K	Sell	2,921 -289	-9%	-$25.9K	0.02%	521
2026 Q1	$279K	Sell	3,210 -5,218	-62%	-$445K	0.03%	534
2025 Q4	$674K	Buy	8,428 +5,512	+189%	+$442K	0.06%	180
2025 Q3	$228K	Buy	+2,916	New	+$227K	0.02%	211
2023 Q2	–	Sell	-9,910	Closed	-$619K	–	652
2023 Q1	$619K	Buy	+9,910	New	+$632K	0.09%	183
2022 Q3	–	Sell	-4,500	Closed	-$392K	–	534
2022 Q2	$392K	Buy	+4,500	New	+$397K	0.04%	289
2021 Q2	–	Sell	-3,467	Closed	-$238K	–	405
2021 Q1	$238K	Buy	+3,467	New	+$220K	0.07%	212

Other funds holding SWX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Corvex Management New York $3.27B AUM 38.53% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Maverick Capital Dallas, Texas $11.3B AUM 76.6% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return

Mirabella Financial Services's SWX Position: Q2 2026 in Review

Mirabella Financial Services reduced its Southwest Gas (SWX) stake by 9% in Q2 2026, selling an estimated $25.9K and leaving 2,921 shares worth $259K. The position accounts for 0.02% of the portfolio, ranked #521.

Mirabella Financial Services first reported a position in SWX in Q1 2021 and has held it in 7 quarters since. The position peaked at $674K in Q4 2025. 411 funds tracked by Wall St. Rank hold SWX as of Q2 2026.

Mirabella Financial Services held 2,921 shares of Southwest Gas worth $259K as of Q2 2026.
Mirabella Financial Services sold 289 Southwest Gas shares in Q2 2026, an estimated $25.9K.
Southwest Gas made up 0.02% of Mirabella Financial Services's portfolio in Q2 2026, its #521 holding.
Mirabella Financial Services first reported a position in Southwest Gas in Q1 2021 and has held it in 7 quarters since.
Mirabella Financial Services's Southwest Gas position peaked at $674K in Q4 2025.
411 funds tracked by Wall St. Rank held Southwest Gas as of Q2 2026.

Based on Mirabella Financial Services's 13F filing for Q2 2026, filed 31 Jul 2026.