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Parkworth Wealth Management’s Southwest Gas SWX Stock Holding History

Parkworth Wealth Management’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
Q2 		$149 Hold
2
– – ﹤0.01% 1030
2025
Q1 		$144 Hold
2
– – ﹤0.01% 830
2024
Q4 		$141 Buy
+2
New +$149 ﹤0.01% 884

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

Parkworth Wealth Management's SWX Position: Q2 2025 in Review

Parkworth Wealth Management held its Southwest Gas (SWX) position steady in Q2 2025 at 2 shares worth $149. The position accounts for ﹤0.01% of the portfolio, ranked #1030.

Parkworth Wealth Management first reported a position in SWX in Q4 2024 and has held it in 3 quarters since. 328 funds tracked by Wall St. Rank hold SWX as of Q2 2025.

  • Parkworth Wealth Management held 2 shares of Southwest Gas worth $149 as of Q2 2025.
  • Parkworth Wealth Management left its Southwest Gas share count unchanged in Q2 2025.
  • Southwest Gas made up ﹤0.01% of Parkworth Wealth Management's portfolio in Q2 2025, its #1030 holding.
  • Parkworth Wealth Management first reported a position in Southwest Gas in Q4 2024 and has held it in 3 quarters since.
  • 328 funds tracked by Wall St. Rank held Southwest Gas as of Q2 2025.

Based on Parkworth Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.