Optimize Financial’s Southwest Gas SWX Stock Holding History

Optimize Financial’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	-3,445	Closed	-$256K	–	425
2025 Q2	$256K	Sell	3,445 -24	-0.7%	-$1.73K	0.16%	177
2025 Q1	$249K	Buy	+3,469	New	+$257K	0.18%	156

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

Optimize Financial's SWX Position: Q3 2025 in Review

Optimize Financial sold out of Southwest Gas (SWX) in Q3 2025, closing a stake of 3,445 shares — an estimated $256K sold.

Optimize Financial first reported a position in SWX in Q1 2025 and held it in 2 quarters. The position peaked at $256K in Q2 2025. 334 funds tracked by Wall St. Rank hold SWX as of Q3 2025.

Optimize Financial reported no remaining Southwest Gas position as of Q3 2025 after selling out during the quarter.
Optimize Financial sold 3,445 Southwest Gas shares in Q3 2025, an estimated $256K.
Optimize Financial first reported a position in Southwest Gas in Q1 2025 and held it in 2 quarters.
Optimize Financial's Southwest Gas position peaked at $256K in Q2 2025.
334 funds tracked by Wall St. Rank held Southwest Gas as of Q3 2025.

Based on Optimize Financial's 13F filing for Q3 2025, filed 5 Nov 2025.