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Sunrise Financial Services’s Southwest Gas SWX Stock Holding History

Sunrise Financial Services’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 		$25.4K Hold
286
– – 0.02% 161
2026
Q1 		$24.9K Hold
286
– – 0.02% 164
2025
Q4 		$22.9K Buy
+286
New +$22.9K 0.02% 147

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

Sunrise Financial Services's SWX Position: Q2 2026 in Review

Sunrise Financial Services held its Southwest Gas (SWX) position steady in Q2 2026 at 286 shares worth $25.4K. The position accounts for 0.02% of the portfolio, ranked #161.

Sunrise Financial Services first reported a position in SWX in Q4 2025 and has held it in 3 quarters since. 411 funds tracked by Wall St. Rank hold SWX as of Q2 2026.

  • Sunrise Financial Services held 286 shares of Southwest Gas worth $25.4K as of Q2 2026.
  • Sunrise Financial Services left its Southwest Gas share count unchanged in Q2 2026.
  • Southwest Gas made up 0.02% of Sunrise Financial Services's portfolio in Q2 2026, its #161 holding.
  • Sunrise Financial Services first reported a position in Southwest Gas in Q4 2025 and has held it in 3 quarters since.
  • 411 funds tracked by Wall St. Rank held Southwest Gas as of Q2 2026.

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