Trifecta Capital Advisors’s Southwest Gas SWX Stock Holding History

Trifecta Capital Advisors’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	$88.7K	Hold	1,000	–	–	0.01%	156
2026 Q1	$86.9K	Hold	1,000	–	–	0.01%	154
2025 Q4	$80K	Hold	1,000	–	–	0.01%	149
2025 Q3	$78.3K	Hold	1,000	–	–	0.01%	152
2025 Q2	$74.4K	Hold	1,000	–	–	0.01%	156
2025 Q1	$71.8K	Hold	1,000	–	–	0.02%	119
2024 Q4	$70.7K	Hold	1,000	–	–	0.01%	122
2024 Q3	$73.8K	Hold	1,000	–	–	0.02%	121
2024 Q2	$70.4K	Hold	1,000	–	–	0.02%	125
2024 Q1	$76.1K	Hold	1,000	–	–	0.02%	119
2023 Q4	$63.4K	Hold	1,000	–	–	0.02%	126
2023 Q3	$60.4K	Hold	1,000	–	–	0.02%	127
2023 Q2	$63.6K	Hold	1,000	–	–	0.02%	127
2023 Q1	$62.5K	Buy	+1,000	New	+$63.7K	0.02%	130

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

Trifecta Capital Advisors's SWX Position: Q2 2026 in Review

Trifecta Capital Advisors held its Southwest Gas (SWX) position steady in Q2 2026 at 1,000 shares worth $88.7K. The position accounts for 0.01% of the portfolio, ranked #156.

Trifecta Capital Advisors first reported a position in SWX in Q1 2023 and has held it in 14 quarters since. 411 funds tracked by Wall St. Rank hold SWX as of Q2 2026.

Trifecta Capital Advisors held 1,000 shares of Southwest Gas worth $88.7K as of Q2 2026.
Trifecta Capital Advisors left its Southwest Gas share count unchanged in Q2 2026.
Southwest Gas made up 0.01% of Trifecta Capital Advisors's portfolio in Q2 2026, its #156 holding.
Trifecta Capital Advisors first reported a position in Southwest Gas in Q1 2023 and has held it in 14 quarters since.
411 funds tracked by Wall St. Rank held Southwest Gas as of Q2 2026.

Based on Trifecta Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.