Spectrum Wealth Advisory Group’s Southwest Gas SWX Stock Holding History

Spectrum Wealth 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 Q2	$2.04K	Buy	+23	New	+$2.06K	﹤0.01%	336

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

Spectrum Wealth Advisory Group's SWX Position: Q2 2026 in Review

Spectrum Wealth Advisory Group opened a new position in Southwest Gas (SWX) in Q2 2026: 23 shares worth $2.04K. The stake represents ﹤0.01% of the portfolio and ranks #336 among its holdings.

411 funds tracked by Wall St. Rank hold SWX as of Q2 2026.

Spectrum Wealth Advisory Group held 23 shares of Southwest Gas worth $2.04K as of Q2 2026.
Southwest Gas was a new Spectrum Wealth Advisory Group position in Q2 2026.
Southwest Gas made up ﹤0.01% of Spectrum Wealth Advisory Group's portfolio in Q2 2026, its #336 holding.
411 funds tracked by Wall St. Rank held Southwest Gas as of Q2 2026.

Based on Spectrum Wealth Advisory Group's 13F filing for Q2 2026, filed 6 Aug 2026.