Private Trust Company’s Southwest Gas SWX Stock Holding History

Private Trust Company’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	$29.9K	Hold	337	–	–	﹤0.01%	1605
2026 Q1	$29.3K	Hold	337	–	–	﹤0.01%	1525
2025 Q4	$27K	Hold	337	–	–	﹤0.01%	1527
2025 Q3	$26.4K	Hold	337	–	–	﹤0.01%	1522
2025 Q2	$25.1K	Buy	+337	New	+$24.3K	﹤0.01%	1484
2024 Q1	–	Sell	-31	Closed	-$1.96K	–	2357
2023 Q4	$1.96K	Sell	31 -5	-14%	-$301	﹤0.01%	2135
2023 Q3	$2.17K	Hold	36	–	–	﹤0.01%	2101
2023 Q2	$2.29K	Sell	36 -37	-51%	-$2.19K	﹤0.01%	2087
2023 Q1	$4.56K	Hold	73	–	–	﹤0.01%	1871
2022 Q4	$5K	Hold	73	–	–	﹤0.01%	1820
2022 Q3	$5K	Hold	73	–	–	﹤0.01%	1690
2022 Q2	$6K	Buy	+73	New	+$6.44K	﹤0.01%	1709

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 $3.38T AUM 44.17% 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

Private Trust Company's SWX Position: Q2 2026 in Review

Private Trust Company held its Southwest Gas (SWX) position steady in Q2 2026 at 337 shares worth $29.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1605.

Private Trust Company first reported a position in SWX in Q2 2022 and has held it in 12 quarters since. 411 funds tracked by Wall St. Rank hold SWX as of Q2 2026.

Private Trust Company held 337 shares of Southwest Gas worth $29.9K as of Q2 2026.
Private Trust Company left its Southwest Gas share count unchanged in Q2 2026.
Southwest Gas made up ﹤0.01% of Private Trust Company's portfolio in Q2 2026, its #1605 holding.
Private Trust Company first reported a position in Southwest Gas in Q2 2022 and has held it in 12 quarters since.
411 funds tracked by Wall St. Rank held Southwest Gas as of Q2 2026.

Based on Private Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.