Montag & Associates’s Southwest Gas SWX Stock Holding History

Montag & Associates’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
2025 Q4	–	Sell	-14	Closed	-$1.1K	–	1151
2025 Q3	$1.1K	Buy	+14	New	+$1.09K	﹤0.01%	1004

Other funds holding SWX

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Icahn Carl Sunny Isles Beach, Florida $8.26B AUM 15.11% 1-Year Est. Return

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

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

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

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Montag & Associates's SWX Position: Q4 2025 in Review

Montag & Associates sold out of Southwest Gas (SWX) in Q4 2025, closing a stake of 14 shares — an estimated $1.1K sold.

Montag & Associates first reported a position in SWX in Q3 2025 and held it in 1 quarter. The position peaked at $1.1K in Q3 2025. 353 funds tracked by Wall St. Rank hold SWX as of Q4 2025.

Montag & Associates reported no remaining Southwest Gas position as of Q4 2025 after selling out during the quarter.
Montag & Associates sold 14 Southwest Gas shares in Q4 2025, an estimated $1.1K.
Montag & Associates first reported a position in Southwest Gas in Q3 2025 and held it in 1 quarter.
Montag & Associates's Southwest Gas position peaked at $1.1K in Q3 2025.
353 funds tracked by Wall St. Rank held Southwest Gas as of Q4 2025.

Based on Montag & Associates's 13F filing for Q4 2025, filed 2 Feb 2026.