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Private Advisor Group’s Southwest Gas SWX Stock Holding History

Private Advisor Group’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
-4,426
Closed -$385K – 2883
2026
Q1 		$385K Buy
+4,426
New +$377K ﹤0.01% 2026
2025
Q4 		– Sell
-4,290
Closed -$336K – 2761
2025
Q3 		$336K Buy
4,290
+4
+0.1% +$312 ﹤0.01% 2010
2025
Q2 		$319K Buy
4,286
+8
+0.2% +$577 ﹤0.01% 1948
2025
Q1 		$307K Buy
+4,278
New +$317K ﹤0.01% 1860
2020
Q3 		– Sell
-911
Closed -$63K – 3199
2020
Q2 		$63K Buy
+911
New +$66.3K ﹤0.01% 1970
2019
Q4 		– Sell
-6,833
Closed -$603K – 1733
2019
Q3 		$603K Buy
6,833
+4,554
+200% +$409K 0.01% 997
2019
Q2 		$204K Buy
+2,279
New +$194K ﹤0.01% 1506

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

Private Advisor Group's SWX Position: Q2 2026 in Review

Private Advisor Group sold out of Southwest Gas (SWX) in Q2 2026, closing a stake of 4,426 shares — an estimated $385K sold.

Private Advisor Group first reported a position in SWX in Q2 2019 and held it in 7 quarters. The position peaked at $603K in Q3 2019. 411 funds tracked by Wall St. Rank hold SWX as of Q2 2026.

  • Private Advisor Group reported no remaining Southwest Gas position as of Q2 2026 after selling out during the quarter.
  • Private Advisor Group sold 4,426 Southwest Gas shares in Q2 2026, an estimated $385K.
  • Private Advisor Group first reported a position in Southwest Gas in Q2 2019 and held it in 7 quarters.
  • Private Advisor Group's Southwest Gas position peaked at $603K in Q3 2019.
  • 411 funds tracked by Wall St. Rank held Southwest Gas as of Q2 2026.

Based on Private Advisor Group's 13F filing for Q2 2026, filed 27 Jul 2026.