Operose Advisors’s Southwest Gas SWX Stock Holding History

Operose Advisors’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 Q3	–	Sell	-233	Closed	-$17.3K	–	468
2025 Q2	$17.3K	Hold	233	–	–	﹤0.01%	304
2025 Q1	$16.7K	Hold	233	–	–	0.01%	292
2024 Q4	$16.5K	Buy	+233	New	+$17.3K	0.01%	279

Other funds holding SWX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return

Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Maverick Capital Dallas, Texas $8.67B AUM 48.76% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Operose Advisors's SWX Position: Q3 2025 in Review

Operose Advisors sold out of Southwest Gas (SWX) in Q3 2025, closing a stake of 233 shares — an estimated $17.3K sold.

Operose Advisors first reported a position in SWX in Q4 2024 and held it in 3 quarters. The position peaked at $17.3K in Q2 2025. 334 funds tracked by Wall St. Rank hold SWX as of Q3 2025.

Operose Advisors reported no remaining Southwest Gas position as of Q3 2025 after selling out during the quarter.
Operose Advisors sold 233 Southwest Gas shares in Q3 2025, an estimated $17.3K.
Operose Advisors first reported a position in Southwest Gas in Q4 2024 and held it in 3 quarters.
Operose Advisors's Southwest Gas position peaked at $17.3K in Q2 2025.
334 funds tracked by Wall St. Rank held Southwest Gas as of Q3 2025.

Based on Operose Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.