RWM
SWX icon

Rialto Wealth Management’s Southwest Gas SWX Stock Holding History

Rialto 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 		$2.22K Buy
25
+6
+32% +$537 ﹤0.01% 1080
2026
Q1 		$1.65K Buy
19
+2
+12% +$171 ﹤0.01% 930
2025
Q4 		$1.36K Hold
17
– – ﹤0.01% 894
2025
Q3 		$1.33K Hold
17
– – ﹤0.01% 814
2025
Q2 		$1.26K Buy
+17
New +$1.23K ﹤0.01% 751

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

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

Rialto Wealth Management increased its Southwest Gas (SWX) stake by 32% in Q2 2026, buying an estimated $537 and bringing the position to 25 shares worth $2.22K. The position accounts for ﹤0.01% of the portfolio, ranked #1080.

Rialto Wealth Management first reported a position in SWX in Q2 2025 and has held it in 5 quarters since. 412 funds tracked by Wall St. Rank hold SWX as of Q2 2026.

  • Rialto Wealth Management held 25 shares of Southwest Gas worth $2.22K as of Q2 2026.
  • Rialto Wealth Management bought 6 Southwest Gas shares in Q2 2026, an estimated $537.
  • Southwest Gas made up ﹤0.01% of Rialto Wealth Management's portfolio in Q2 2026, its #1080 holding.
  • Rialto Wealth Management first reported a position in Southwest Gas in Q2 2025 and has held it in 5 quarters since.
  • 412 funds tracked by Wall St. Rank held Southwest Gas as of Q2 2026.

Based on Rialto Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.