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Moody Aldrich Partners’s Southwest Gas SWX Stock Holding History

Moody Aldrich Partners’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 		$5.88M Sell
66,299
-17,703
-21% -$1.58M 1.06% 28
2026
Q1 		$7.3M Buy
84,002
+9,135
+12% +$779K 1.32% 8
2025
Q4 		$5.99M Sell
74,867
-3,528
-5% -$283K 1.12% 22
2025
Q3 		$6.14M Sell
78,395
-15,533
-17% -$1.21M 1.17% 19
2025
Q2 		$6.99M Sell
93,928
-34,245
-27% -$2.47M 1.35% 17
2025
Q1 		$9.2M Sell
128,173
-2,698
-2% -$200K 1.93% 6
2024
Q4 		$9.25M Sell
130,871
-3,702
-3% -$275K 1.71% 7
2024
Q3 		$9.93M Buy
134,573
+17,227
+15% +$1.24M 1.81% 2
2024
Q2 		$8.26M Sell
117,346
-7,649
-6% -$573K 1.61% 3
2024
Q1 		$9.52M Sell
124,995
-16,543
-12% -$1.07M 1.62% 8
2023
Q4 		$8.97M Sell
141,538
-8,692
-6% -$522K 1.61% 8
2023
Q3 		$9.08M Buy
150,230
+5,767
+4% +$368K 1.72% 8
2023
Q2 		$9.2M Sell
144,463
-404
-0.3% -$23.9K 1.79% 9
2023
Q1 		$9.05M Buy
144,867
+73,010
+102% +$4.65M 1.83% 6
2022
Q4 		$4.45M Buy
71,857
+10,383
+17% +$706K 0.9% 47
2022
Q3 		$4.29M Buy
+61,474
New +$4.99M 0.88% 51
2020
Q4 		– Sell
-79,939
Closed -$5.04M – 185
2020
Q3 		$5.04M Buy
79,939
+1,404
+2% +$93.8K 1.06% 37
2020
Q2 		$5.42M Buy
78,535
+11,275
+17% +$820K 1.15% 32
2020
Q1 		$4.68M Buy
67,260
+6,316
+10% +$454K 1.41% 24
2019
Q4 		$4.63M Sell
60,944
-52,569
-46% -$4.27M 0.95% 35
2019
Q3 		$10.3M Buy
113,513
+3,279
+3% +$295K 2.75% 3
2019
Q2 		$9.88M Buy
110,234
+66,441
+152% +$5.64M 2.52% 4
2019
Q1 		$3.6M Buy
43,793
+25,423
+138% +$2.03M 1.01% 46
2018
Q4 		$1.41M Buy
+18,370
New +$1.47M 0.46% 81

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
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
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Moody Aldrich Partners's SWX Position: Q2 2026 in Review

Moody Aldrich Partners reduced its Southwest Gas (SWX) stake by 21% in Q2 2026, selling an estimated $1.58M and leaving 66,299 shares worth $5.88M. The position accounts for 1.06% of the portfolio, ranked #28.

Moody Aldrich Partners first reported a position in SWX in Q4 2018 and has held it in 24 quarters since. The position peaked at $10.3M in Q3 2019. 120 funds tracked by Wall St. Rank hold SWX as of Q2 2026.

  • Moody Aldrich Partners held 66,299 shares of Southwest Gas worth $5.88M as of Q2 2026.
  • Moody Aldrich Partners sold 17,703 Southwest Gas shares in Q2 2026, an estimated $1.58M.
  • Southwest Gas made up 1.06% of Moody Aldrich Partners's portfolio in Q2 2026, its #28 holding.
  • Moody Aldrich Partners first reported a position in Southwest Gas in Q4 2018 and has held it in 24 quarters since.
  • Moody Aldrich Partners's Southwest Gas position peaked at $10.3M in Q3 2019.
  • 120 funds tracked by Wall St. Rank held Southwest Gas as of Q2 2026.

Based on Moody Aldrich Partners's 13F filing for Q2 2026, filed 15 Jul 2026.