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Nalls Sherbakoff Group’s Southwest Gas SWX Stock Holding History

Nalls Sherbakoff 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 		$798 Hold
9
– – ﹤0.01% 353
2026
Q1 		$782 Hold
9
– – ﹤0.01% 385
2025
Q4 		$720 Hold
9
– – ﹤0.01% 418
2025
Q3 		$705 Hold
9
– – ﹤0.01% 407
2025
Q2 		$670 Hold
9
– – ﹤0.01% 409
2025
Q1 		$646 Buy
+9
New +$666 ﹤0.01% 413
2023
Q4 		$571 Hold
9
– – ﹤0.01% 415
2023
Q3 		$544 Hold
9
– – ﹤0.01% 427
2023
Q2 		$527 Hold
9
– – ﹤0.01% 446
2023
Q1 		$562 Buy
+9
New +$574 ﹤0.01% 481

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

Nalls Sherbakoff Group's SWX Position: Q2 2026 in Review

Nalls Sherbakoff Group held its Southwest Gas (SWX) position steady in Q2 2026 at 9 shares worth $798. The position accounts for ﹤0.01% of the portfolio, ranked #353.

Nalls Sherbakoff Group first reported a position in SWX in Q1 2023 and has held it in 10 quarters since. 411 funds tracked by Wall St. Rank hold SWX as of Q2 2026.

  • Nalls Sherbakoff Group held 9 shares of Southwest Gas worth $798 as of Q2 2026.
  • Nalls Sherbakoff Group left its Southwest Gas share count unchanged in Q2 2026.
  • Southwest Gas made up ﹤0.01% of Nalls Sherbakoff Group's portfolio in Q2 2026, its #353 holding.
  • Nalls Sherbakoff Group first reported a position in Southwest Gas in Q1 2023 and has held it in 10 quarters since.
  • 411 funds tracked by Wall St. Rank held Southwest Gas as of Q2 2026.

Based on Nalls Sherbakoff Group's 13F filing for Q2 2026, filed 17 Aug 2026.