Sequoia Financial Advisors’s Southwest Gas SWX Stock Holding History

Sequoia Financial 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
2026 Q2	$682K	Buy	7,685 +1,468	+24%	+$131K	﹤0.01%	1134
2026 Q1	$540K	Sell	6,217 -1,769	-22%	-$151K	﹤0.01%	1235
2025 Q4	$639K	Buy	7,986 +2,538	+47%	+$203K	﹤0.01%	1135
2025 Q3	$427K	Buy	5,448 +327	+6%	+$25.5K	﹤0.01%	1207
2025 Q2	$381K	Buy	+5,121	New	+$369K	﹤0.01%	1142
2024 Q1	–	Sell	-5,264	Closed	-$333K	–	1278
2023 Q4	$333K	Buy	+5,264	New	+$316K	﹤0.01%	879

Other funds holding SWX

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Corvex Management New York $3.27B AUM 38.53% 1-Year Est. Return

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

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

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

Sequoia Financial Advisors's SWX Position: Q2 2026 in Review

Sequoia Financial Advisors increased its Southwest Gas (SWX) stake by 24% in Q2 2026, buying an estimated $131K and bringing the position to 7,685 shares worth $682K. The position accounts for ﹤0.01% of the portfolio, ranked #1134.

Sequoia Financial Advisors first reported a position in SWX in Q4 2023 and has held it in 6 quarters since. 411 funds tracked by Wall St. Rank hold SWX as of Q2 2026.

Sequoia Financial Advisors held 7,685 shares of Southwest Gas worth $682K as of Q2 2026.
Sequoia Financial Advisors bought 1,468 Southwest Gas shares in Q2 2026, an estimated $131K.
Southwest Gas made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1134 holding.
Sequoia Financial Advisors first reported a position in Southwest Gas in Q4 2023 and has held it in 6 quarters since.
411 funds tracked by Wall St. Rank held Southwest Gas as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.