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Orion Portfolio Solutions’s Southwest Gas SWX Stock Holding History

Orion Portfolio Solutions’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
Q1 		$349K Sell
4,862
-23
-0.5% -$1.7K ﹤0.01% 1567
2024
Q4 		$345K Sell
4,885
-1,031
-17% -$76.6K ﹤0.01% 1488
2024
Q3 		$436K Buy
5,916
+569
+11% +$41.1K ﹤0.01% 1384
2024
Q2 		$376K Sell
5,347
-348
-6% -$26.1K ﹤0.01% 1379
2024
Q1 		$434K Sell
5,695
-472
-8% -$30.6K ﹤0.01% 1328
2023
Q4 		$399K Sell
6,167
-696
-10% -$41.8K ﹤0.01% 1296
2023
Q3 		$415K Sell
6,863
-420
-6% -$26.8K 0.01% 1272
2023
Q2 		$464K Sell
7,283
-223
-3% -$13.2K ﹤0.01% 1240
2023
Q1 		$469K Buy
+7,506
New +$478K 0.01% 1162
2020
Q3 		– Sell
-309
Closed -$21K – 1852
2020
Q2 		$21K Buy
309
+263
+572% +$19.1K ﹤0.01% 939
2020
Q1 		$3K Sell
46
-84
-65% -$6.04K ﹤0.01% 1496
2019
Q4 		$10K Buy
+130
New +$10.6K ﹤0.01% 1015

Other funds holding SWX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CM
Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MC
Maverick Capital Dallas, Texas $8.67B AUM 48.76% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Orion Portfolio Solutions's SWX Position: Q1 2025 in Review

Orion Portfolio Solutions reduced its Southwest Gas (SWX) stake by 0.47% in Q1 2025, selling an estimated $1.7K and leaving 4,862 shares worth $349K. The position accounts for ﹤0.01% of the portfolio, ranked #1567.

Orion Portfolio Solutions first reported a position in SWX in Q4 2019 and has held it in 12 quarters since. The position peaked at $469K in Q1 2023. 347 funds tracked by Wall St. Rank hold SWX as of Q1 2025.

  • Orion Portfolio Solutions held 4,862 shares of Southwest Gas worth $349K as of Q1 2025.
  • Orion Portfolio Solutions sold 23 Southwest Gas shares in Q1 2025, an estimated $1.7K.
  • Southwest Gas made up ﹤0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #1567 holding.
  • Orion Portfolio Solutions first reported a position in Southwest Gas in Q4 2019 and has held it in 12 quarters since.
  • Orion Portfolio Solutions's Southwest Gas position peaked at $469K in Q1 2023.
  • 347 funds tracked by Wall St. Rank held Southwest Gas as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.