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Rothschild Investment LLC’s Southwest Gas SWX Stock Holding History

Rothschild Investment LLC’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 		$512K Buy
5,770
+3,368
+140% +$301K 0.02% 598
2026
Q1 		$209K Buy
2,402
+2,223
+1,242% +$190K 0.01% 657
2025
Q4 		$14.3K Buy
179
+45
+34% +$3.6K ﹤0.01% 1443
2025
Q3 		$10.5K Buy
134
+4
+3% +$312 ﹤0.01% 1428
2025
Q2 		$9.67K Buy
130
+35
+37% +$2.52K ﹤0.01% 1229
2025
Q1 		$6.82K Buy
95
+40
+73% +$2.96K ﹤0.01% 1300
2024
Q4 		$3.89K Buy
55
+15
+38% +$1.11K ﹤0.01% 1441
2024
Q3 		$2.95K Buy
40
+5
+14% +$361 ﹤0.01% 1519
2024
Q2 		$2.46K Buy
35
+30
+600% +$2.25K ﹤0.01% 1331
2024
Q1 		$381 Buy
+5
New +$324 ﹤0.01% 1460

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 $3.38T AUM 44.17% 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

Rothschild Investment LLC's SWX Position: Q2 2026 in Review

Rothschild Investment LLC increased its Southwest Gas (SWX) stake by 140% in Q2 2026, buying an estimated $301K and bringing the position to 5,770 shares worth $512K. The position accounts for 0.02% of the portfolio, ranked #598.

Rothschild Investment LLC first reported a position in SWX in Q1 2024 and has held it in 10 quarters since. 411 funds tracked by Wall St. Rank hold SWX as of Q2 2026.

  • Rothschild Investment LLC held 5,770 shares of Southwest Gas worth $512K as of Q2 2026.
  • Rothschild Investment LLC bought 3,368 Southwest Gas shares in Q2 2026, an estimated $301K.
  • Southwest Gas made up 0.02% of Rothschild Investment LLC's portfolio in Q2 2026, its #598 holding.
  • Rothschild Investment LLC first reported a position in Southwest Gas in Q1 2024 and has held it in 10 quarters since.
  • 411 funds tracked by Wall St. Rank held Southwest Gas as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.