Sumitomo Mitsui Trust Group
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Sumitomo Mitsui Trust Group’s Southwest Gas SWX Stock Holding History

Sumitomo Mitsui Trust 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 		$286K Hold
3,221
– – ﹤0.01% 1039
2026
Q1 		$280K Buy
+3,221
New +$275K ﹤0.01% 1003
2021
Q1 		– Sell
-9,932
Closed -$603K – 1169
2020
Q4 		$603K Hold
9,932
– – ﹤0.01% 1054
2020
Q3 		$627K Hold
9,932
– – ﹤0.01% 1016
2020
Q2 		$686K Sell
9,932
-1,927
-16% -$140K ﹤0.01% 998
2020
Q1 		$825K Buy
+11,859
New +$852K ﹤0.01% 955

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

Sumitomo Mitsui Trust Group's SWX Position: Q2 2026 in Review

Sumitomo Mitsui Trust Group held its Southwest Gas (SWX) position steady in Q2 2026 at 3,221 shares worth $286K. The position accounts for ﹤0.01% of the portfolio, ranked #1039.

Sumitomo Mitsui Trust Group first reported a position in SWX in Q1 2020 and has held it in 6 quarters since. The position peaked at $825K in Q1 2020. 412 funds tracked by Wall St. Rank hold SWX as of Q2 2026.

  • Sumitomo Mitsui Trust Group held 3,221 shares of Southwest Gas worth $286K as of Q2 2026.
  • Sumitomo Mitsui Trust Group left its Southwest Gas share count unchanged in Q2 2026.
  • Southwest Gas made up ﹤0.01% of Sumitomo Mitsui Trust Group's portfolio in Q2 2026, its #1039 holding.
  • Sumitomo Mitsui Trust Group first reported a position in Southwest Gas in Q1 2020 and has held it in 6 quarters since.
  • Sumitomo Mitsui Trust Group's Southwest Gas position peaked at $825K in Q1 2020.
  • 412 funds tracked by Wall St. Rank held Southwest Gas as of Q2 2026.

Based on Sumitomo Mitsui Trust Group's 13F filing for Q2 2026, filed 30 Jul 2026.