Physician Wealth Advisors’s Southwest Gas SWX Stock Holding History

Physician Wealth Advisors’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	–	Sell	-6	Closed	-$522	–	2448
2026 Q1	$522	Buy	+6	New	+$512	﹤0.01%	1913
2025 Q2	–	Sell	-9	Closed	-$647	–	1964
2025 Q1	$647	Hold	9	–	–	﹤0.01%	1311
2024 Q4	$637	Buy	+9	New	+$669	﹤0.01%	1073

Other funds holding SWX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Corvex Management New York $3.27B AUM 38.53% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Maverick Capital Dallas, Texas $11.3B AUM 76.6% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return

Physician Wealth Advisors's SWX Position: Q2 2026 in Review

Physician Wealth Advisors sold out of Southwest Gas (SWX) in Q2 2026, closing a stake of 6 shares — an estimated $522 sold.

Physician Wealth Advisors first reported a position in SWX in Q4 2024 and held it in 3 quarters. The position peaked at $647 in Q1 2025. 411 funds tracked by Wall St. Rank hold SWX as of Q2 2026.

Physician Wealth Advisors reported no remaining Southwest Gas position as of Q2 2026 after selling out during the quarter.
Physician Wealth Advisors sold 6 Southwest Gas shares in Q2 2026, an estimated $522.
Physician Wealth Advisors first reported a position in Southwest Gas in Q4 2024 and held it in 3 quarters.
Physician Wealth Advisors's Southwest Gas position peaked at $647 in Q1 2025.
411 funds tracked by Wall St. Rank held Southwest Gas as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.