Private Wealth Management Group’s Southwest Gas SWX Stock Holding History

Private Wealth Management 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	$2.57K	Hold	29	–	–	﹤0.01%	1078
2026 Q1	$2.52K	Hold	29	–	–	﹤0.01%	1008
2025 Q4	$2.32K	Hold	29	–	–	﹤0.01%	1038
2025 Q3	$2.27K	Hold	29	–	–	﹤0.01%	1076
2025 Q2	$2.16K	Hold	29	–	–	﹤0.01%	1062
2025 Q1	$2.08K	Hold	29	–	–	﹤0.01%	1040
2024 Q4	$2.05K	Hold	29	–	–	﹤0.01%	1070
2024 Q3	$2.14K	Sell	29 -28	-49%	-$2.02K	﹤0.01%	1034
2024 Q2	$4.01K	Buy	57 +28	+97%	+$2.1K	﹤0.01%	789
2024 Q1	$2.21K	Hold	29	–	–	﹤0.01%	922
2023 Q4	$1.84K	Buy	+29	New	+$1.74K	﹤0.01%	1017

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

Private Wealth Management Group's SWX Position: Q2 2026 in Review

Private Wealth Management Group held its Southwest Gas (SWX) position steady in Q2 2026 at 29 shares worth $2.57K. The position accounts for ﹤0.01% of the portfolio, ranked #1078.

Private Wealth Management Group first reported a position in SWX in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.01K in Q2 2024. 411 funds tracked by Wall St. Rank hold SWX as of Q2 2026.

Private Wealth Management Group held 29 shares of Southwest Gas worth $2.57K as of Q2 2026.
Private Wealth Management Group left its Southwest Gas share count unchanged in Q2 2026.
Southwest Gas made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #1078 holding.
Private Wealth Management Group first reported a position in Southwest Gas in Q4 2023 and has held it in 11 quarters since.
Private Wealth Management Group's Southwest Gas position peaked at $4.01K in Q2 2024.
411 funds tracked by Wall St. Rank held Southwest Gas as of Q2 2026.

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