Osaic Holdings
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Osaic Holdings’s Southwest Gas SWX Stock Holding History

Osaic Holdings’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 		$714K Buy
8,047
+5,871
+270% +$525K ﹤0.01% 3328
2026
Q1 		$189K Buy
2,176
+379
+21% +$32.3K ﹤0.01% 4198
2025
Q4 		$144K Sell
1,797
-293
-14% -$23.5K ﹤0.01% 4400
2025
Q3 		$165K Buy
2,090
+399
+24% +$31.1K ﹤0.01% 4388
2025
Q2 		$126K Sell
1,691
-1,332
-44% -$96K ﹤0.01% 4318
2025
Q1 		$217K Buy
3,023
+1,064
+54% +$78.8K ﹤0.01% 3552
2024
Q4 		$138K Sell
1,959
-2,584
-57% -$192K ﹤0.01% 3928
2024
Q3 		$336K Sell
4,543
-2,455
-35% -$177K ﹤0.01% 3219
2024
Q2 		$493K Buy
6,998
+1,521
+28% +$114K ﹤0.01% 2778
2024
Q1 		$417K Sell
5,477
-1,194
-18% -$77.4K ﹤0.01% 3080
2023
Q4 		$423K Sell
6,671
-7,169
-52% -$431K ﹤0.01% 3294
2023
Q3 		$837K Buy
13,840
+6,717
+94% +$428K ﹤0.01% 2801
2023
Q2 		$454K Sell
7,123
-761
-10% -$45K ﹤0.01% 3231
2023
Q1 		$493K Sell
7,884
-4,483
-36% -$286K ﹤0.01% 3103
2022
Q4 		$765K Buy
12,367
+4,577
+59% +$311K ﹤0.01% 2635
2022
Q3 		$543K Buy
7,790
+4,739
+155% +$384K ﹤0.01% 2821
2022
Q2 		$266K Sell
3,051
-3,671
-55% -$324K ﹤0.01% 3523
2022
Q1 		$527K Sell
6,722
-8,439
-56% -$591K ﹤0.01% 3188
2021
Q4 		$1.06M Buy
15,161
+9,948
+191% +$685K ﹤0.01% 2347
2021
Q3 		$351K Buy
5,213
+1,579
+43% +$110K ﹤0.01% 3388
2021
Q2 		$239K Buy
3,634
+346
+11% +$23.6K ﹤0.01% 3717
2021
Q1 		$226K Buy
3,288
+122
+4% +$7.73K ﹤0.01% 3628
2020
Q4 		$193K Sell
3,166
-251
-7% -$16.5K ﹤0.01% 3511
2020
Q3 		$216K Sell
3,417
-28
-0.8% -$1.87K ﹤0.01% 3172
2020
Q2 		$238K Sell
3,445
-430
-11% -$31.3K ﹤0.01% 2966
2020
Q1 		$269K Buy
+3,875
New +$279K ﹤0.01% 2621

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

Osaic Holdings's SWX Position: Q2 2026 in Review

Osaic Holdings increased its Southwest Gas (SWX) stake by 270% in Q2 2026, buying an estimated $525K and bringing the position to 8,047 shares worth $714K. The position accounts for ﹤0.01% of the portfolio, ranked #3328.

Osaic Holdings first reported a position in SWX in Q1 2020 and has held it in 26 quarters since. The position peaked at $1.06M in Q4 2021. 411 funds tracked by Wall St. Rank hold SWX as of Q2 2026.

  • Osaic Holdings held 8,047 shares of Southwest Gas worth $714K as of Q2 2026.
  • Osaic Holdings bought 5,871 Southwest Gas shares in Q2 2026, an estimated $525K.
  • Southwest Gas made up ﹤0.01% of Osaic Holdings's portfolio in Q2 2026, its #3328 holding.
  • Osaic Holdings first reported a position in Southwest Gas in Q1 2020 and has held it in 26 quarters since.
  • Osaic Holdings's Southwest Gas position peaked at $1.06M in Q4 2021.
  • 411 funds tracked by Wall St. Rank held Southwest Gas as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.