Raffa Wealth Management’s Southwest Gas SWX Stock Holding History

Raffa Wealth Management’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	$89	Hold	1	–	–	﹤0.01%	1411
2026 Q1	$87	Buy	+1	New	+$85	﹤0.01%	1311
2022 Q3	–	Sell	-6	Closed	-$522	–	1200
2022 Q2	$522	Buy	6 +2	+50%	+$177	﹤0.01%	1011
2022 Q1	$313	Hold	4	–	–	﹤0.01%	1097
2021 Q4	$280	Hold	4	–	–	﹤0.01%	1104
2021 Q3	$268	Hold	4	–	–	﹤0.01%	1096
2021 Q2	$265	Hold	4	–	–	﹤0.01%	1079
2021 Q1	$275	Hold	4	–	–	﹤0.01%	1081
2020 Q4	$243	Hold	4	–	–	﹤0.01%	894
2020 Q3	$252	Sell	4 -21	-84%	-$1.4K	﹤0.01%	868
2020 Q2	$1.73K	Buy	25 +12	+92%	+$873	﹤0.01%	507
2020 Q1	$904	Buy	+13	New	+$934	﹤0.01%	623
2017 Q1	–	Sell	-15	Closed	-$1.15K	–	795
2016 Q4	$1.15K	Sell	15 -13	-46%	-$938	﹤0.01%	397
2016 Q3	$1.96K	Hold	28	–	–	﹤0.01%	282
2016 Q2	$2.2K	Hold	28	–	–	﹤0.01%	262
2016 Q1	$1.84K	Hold	28	–	–	﹤0.01%	279
2015 Q4	$1.54K	Hold	28	–	–	﹤0.01%	296
2015 Q3	$1.63K	Hold	28	–	–	﹤0.01%	299
2015 Q2	$1.49K	Hold	28	–	–	﹤0.01%	311
2015 Q1	$1.63K	Hold	28	–	–	﹤0.01%	290
2014 Q4	$1.73K	Hold	28	–	–	﹤0.01%	264
2014 Q3	$1.36K	Buy	+28	New	+$1.43K	﹤0.01%	286
2014 Q1	–	Sell	-28	Closed	-$1.73K	–	676
2013 Q4	$1.73K	Buy	+28	New	+$1.48K	﹤0.01%	264

Other funds holding SWX

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

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

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 Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Raffa Wealth Management's SWX Position: Q2 2026 in Review

Raffa Wealth Management held its Southwest Gas (SWX) position steady in Q2 2026 at 1 share worth $89. The position accounts for ﹤0.01% of the portfolio, ranked #1411.

Raffa Wealth Management first reported a position in SWX in Q4 2013 and has held it in 23 quarters since. The position peaked at $2.2K in Q2 2016. 378 funds tracked by Wall St. Rank hold SWX as of Q2 2026.

Raffa Wealth Management held 1 share of Southwest Gas worth $89 as of Q2 2026.
Raffa Wealth Management left its Southwest Gas share count unchanged in Q2 2026.
Southwest Gas made up ﹤0.01% of Raffa Wealth Management's portfolio in Q2 2026, its #1411 holding.
Raffa Wealth Management first reported a position in Southwest Gas in Q4 2013 and has held it in 23 quarters since.
Raffa Wealth Management's Southwest Gas position peaked at $2.2K in Q2 2016.
378 funds tracked by Wall St. Rank held Southwest Gas as of Q2 2026.

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