Pathstone Holdings
SWX icon

Pathstone Holdings’s Southwest Gas SWX Stock Holding History

Pathstone 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
Q1 		$2.83M Buy
32,554
+316
+1% +$26.9K 0.01% 847
2025
Q4 		$2.58M Sell
32,238
-3,086
-9% -$247K 0.01% 900
2025
Q3 		$2.77M Sell
35,324
-247
-0.7% -$19.2K 0.01% 852
2025
Q2 		$2.65M Sell
35,571
-470
-1% -$33.9K 0.01% 845
2025
Q1 		$2.59M Buy
36,041
+6,035
+20% +$447K 0.01% 836
2024
Q4 		$2.12M Buy
30,006
+2,881
+11% +$214K 0.01% 943
2024
Q3 		$2M Buy
27,125
+165
+0.6% +$11.9K 0.01% 966
2024
Q2 		$1.9M Buy
26,960
+1,028
+4% +$77K 0.01% 946
2024
Q1 		$1.97M Buy
25,932
+8,316
+47% +$539K 0.01% 908
2023
Q4 		$1.12M Buy
+17,616
New +$1.06M 0.01% 1022

Other funds holding SWX

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CM
Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MC
Maverick Capital Dallas, Texas $8.6B AUM 48.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return