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Rise Advisors’s Southwest Gas SWX Stock Holding History

Rise Advisors’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
2025
Q4 		– Sell
-205
Closed -$16.1K – 1268
2025
Q3 		$16.1K Buy
205
+2
+1% +$156 0.01% 709
2025
Q2 		$15.1K Buy
203
+1
+0.5% +$72 0.01% 718
2025
Q1 		$14.5K Sell
202
-114
-36% -$8.44K 0.01% 717
2024
Q4 		$22.3K Buy
316
+2
+0.6% +$149 0.01% 577
2024
Q3 		$23.1K Buy
314
+3
+1% +$217 0.01% 594
2024
Q2 		$21.9K Buy
311
+3
+1% +$225 0.01% 579
2024
Q1 		$23.5K Buy
+308
New +$20K 0.01% 532

Other funds holding SWX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
IC
Icahn Carl Sunny Isles Beach, Florida $8.26B AUM 15.11% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
CM
Corvex Management New York $3.27B AUM 38.53% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
MC
Maverick Capital Dallas, Texas $11.3B AUM 76.6% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Rise Advisors's SWX Position: Q4 2025 in Review

Rise Advisors sold out of Southwest Gas (SWX) in Q4 2025, closing a stake of 205 shares — an estimated $16.1K sold.

Rise Advisors first reported a position in SWX in Q1 2024 and held it in 7 quarters. The position peaked at $23.5K in Q1 2024. 353 funds tracked by Wall St. Rank hold SWX as of Q4 2025.

  • Rise Advisors reported no remaining Southwest Gas position as of Q4 2025 after selling out during the quarter.
  • Rise Advisors sold 205 Southwest Gas shares in Q4 2025, an estimated $16.1K.
  • Rise Advisors first reported a position in Southwest Gas in Q1 2024 and held it in 7 quarters.
  • Rise Advisors's Southwest Gas position peaked at $23.5K in Q1 2024.
  • 353 funds tracked by Wall St. Rank held Southwest Gas as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.