SAG
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SageView Advisory Group’s Southwest Gas SWX Stock Holding History

SageView Advisory 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
Q1 		– Sell
-80
Closed -$6.4K – 2215
2025
Q4 		$6.4K Buy
+80
New +$6.41K ﹤0.01% 1880
2024
Q2 		– Sell
-7,890
Closed -$676K – 753
2024
Q1 		$676K Buy
+7,890
New +$511K 0.03% 261

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
CM
Corvex Management New York $3.27B AUM 38.53% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
MC
Maverick Capital Dallas, Texas $11.3B AUM 76.6% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

SageView Advisory Group's SWX Position: Q1 2026 in Review

SageView Advisory Group sold out of Southwest Gas (SWX) in Q1 2026, closing a stake of 80 shares — an estimated $6.4K sold.

SageView Advisory Group first reported a position in SWX in Q1 2024 and held it in 2 quarters. The position peaked at $676K in Q1 2024. 398 funds tracked by Wall St. Rank hold SWX as of Q1 2026.

  • SageView Advisory Group reported no remaining Southwest Gas position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 80 Southwest Gas shares in Q1 2026, an estimated $6.4K.
  • SageView Advisory Group first reported a position in Southwest Gas in Q1 2024 and held it in 2 quarters.
  • SageView Advisory Group's Southwest Gas position peaked at $676K in Q1 2024.
  • 398 funds tracked by Wall St. Rank held Southwest Gas as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.