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Occudo Quantitative Strategies’s Southwest Gas SWX Stock Holding History

Occudo Quantitative Strategies’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 		$2.43M Buy
27,357
+13,290
+94% +$1.19M 0.13% 231
2026
Q1 		$1.32M Buy
+14,067
New +$1.2M 0.07% 346
2023
Q2 		– Sell
-3,921
Closed -$245K – 1275
2023
Q1 		$245K Buy
+3,921
New +$250K 0.02% 703

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

Occudo Quantitative Strategies's SWX Position: Q2 2026 in Review

Occudo Quantitative Strategies increased its Southwest Gas (SWX) stake by 94% in Q2 2026, buying an estimated $1.19M and bringing the position to 27,357 shares worth $2.43M. The position accounts for 0.13% of the portfolio, ranked #231.

Occudo Quantitative Strategies first reported a position in SWX in Q1 2023 and has held it in 3 quarters since. 411 funds tracked by Wall St. Rank hold SWX as of Q2 2026.

  • Occudo Quantitative Strategies held 27,357 shares of Southwest Gas worth $2.43M as of Q2 2026.
  • Occudo Quantitative Strategies bought 13,290 Southwest Gas shares in Q2 2026, an estimated $1.19M.
  • Southwest Gas made up 0.13% of Occudo Quantitative Strategies's portfolio in Q2 2026, its #231 holding.
  • Occudo Quantitative Strategies first reported a position in Southwest Gas in Q1 2023 and has held it in 3 quarters since.
  • 411 funds tracked by Wall St. Rank held Southwest Gas as of Q2 2026.

Based on Occudo Quantitative Strategies's 13F filing for Q2 2026, filed 13 Aug 2026.