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Strive Financial Group’s Southwest Gas SWX Stock Holding History

Strive Financial 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 		$177 Buy
+2
New +$179 ﹤0.01% 806
2026
Q1 		– Sell
-3
Closed -$240 – 853
2025
Q4 		$240 Buy
+3
New +$240 ﹤0.01% 677

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 $3.37T AUM 44.26% 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

Strive Financial Group's SWX Position: Q2 2026 in Review

Strive Financial Group opened a new position in Southwest Gas (SWX) in Q2 2026: 2 shares worth $177. The stake represents ﹤0.01% of the portfolio and ranks #806 among its holdings. This is a return to the name: Strive Financial Group previously reported a position in SWX as recently as Q4 2025.

Strive Financial Group first reported a position in SWX in Q4 2025 and has held it in 2 quarters since. The position peaked at $240 in Q4 2025. 410 funds tracked by Wall St. Rank hold SWX as of Q2 2026.

  • Strive Financial Group held 2 shares of Southwest Gas worth $177 as of Q2 2026.
  • Southwest Gas was a new Strive Financial Group position in Q2 2026.
  • Southwest Gas made up ﹤0.01% of Strive Financial Group's portfolio in Q2 2026, its #806 holding.
  • Strive Financial Group first reported a position in Southwest Gas in Q4 2025 and has held it in 2 quarters since.
  • Strive Financial Group's Southwest Gas position peaked at $240 in Q4 2025.
  • 410 funds tracked by Wall St. Rank held Southwest Gas as of Q2 2026.

Based on Strive Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.