Summit Financial’s Southwest Gas SWX Stock Holding History

Summit Financial’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	$374K	Sell	4,218 -29	-0.7%	-$2.6K	﹤0.01%	1216
2026 Q1	$369K	Buy	+4,247	New	+$362K	﹤0.01%	1095

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

Summit Financial's SWX Position: Q2 2026 in Review

Summit Financial reduced its Southwest Gas (SWX) stake by 0.68% in Q2 2026, selling an estimated $2.6K and leaving 4,218 shares worth $374K. The position accounts for ﹤0.01% of the portfolio, ranked #1216.

Summit Financial first reported a position in SWX in Q1 2026 and has held it in 2 quarters since. 411 funds tracked by Wall St. Rank hold SWX as of Q2 2026.

Summit Financial held 4,218 shares of Southwest Gas worth $374K as of Q2 2026.
Summit Financial sold 29 Southwest Gas shares in Q2 2026, an estimated $2.6K.
Southwest Gas made up ﹤0.01% of Summit Financial's portfolio in Q2 2026, its #1216 holding.
Summit Financial first reported a position in Southwest Gas in Q1 2026 and has held it in 2 quarters since.
411 funds tracked by Wall St. Rank held Southwest Gas as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.