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Planning Strategies’s Southwest Gas SWX Stock Holding History

Planning Strategies’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 		$266 Buy
+3
New +$268 ﹤0.01% 961

Other funds holding SWX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Planning Strategies's SWX Position: Q2 2026 in Review

Planning Strategies opened a new position in Southwest Gas (SWX) in Q2 2026: 3 shares worth $266. The stake represents ﹤0.01% of the portfolio and ranks #961 among its holdings.

378 funds tracked by Wall St. Rank hold SWX as of Q2 2026.

  • Planning Strategies held 3 shares of Southwest Gas worth $266 as of Q2 2026.
  • Southwest Gas was a new Planning Strategies position in Q2 2026.
  • Southwest Gas made up ﹤0.01% of Planning Strategies's portfolio in Q2 2026, its #961 holding.
  • 378 funds tracked by Wall St. Rank held Southwest Gas as of Q2 2026.

Based on Planning Strategies's 13F filing for Q2 2026, filed 27 Jul 2026.