Strategic Investment Solutions’s Southwest Gas SWX Stock Holding History

Strategic Investment Solutions’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	$11.4K	Hold	128	–	–	﹤0.01%	428
2026 Q1	$11.1K	Hold	128	–	–	﹤0.01%	415
2025 Q4	$10.2K	Hold	128	–	–	﹤0.01%	399
2025 Q3	$10K	Hold	128	–	–	﹤0.01%	378
2025 Q2	$9.52K	Hold	128	–	–	﹤0.01%	371
2025 Q1	$9.19K	Hold	128	–	–	﹤0.01%	377
2024 Q4	$8.11K	Hold	128	–	–	﹤0.01%	403
2024 Q3	$9.44K	Hold	128	–	–	﹤0.01%	367
2024 Q2	$9.49K	Buy	+128	New	+$9.59K	﹤0.01%	351
2023 Q4	$8.11K	Buy	+128	New	+$7.69K	﹤0.01%	785

Other funds holding SWX

Ausbil Investment Management Sydney, Australia $221M AUM 35.27% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

O'Keefe Stevens Advisory Rochester, New York $488M AUM 56.91% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Central Pacific Bank - Trust Division Honolulu, Hawaii $984M AUM 34.19% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return