True Wealth Design’s Southwest Gas SWX Stock Holding History

True Wealth Design’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 Q3	$9.5K	Sell	117 -74	-39%	-$6.6K	﹤0.01%	1089
2026 Q2	$16.9K	Buy	191 +43	+29%	+$3.85K	﹤0.01%	869
2026 Q1	$12.9K	Buy	+148	New	+$12.6K	﹤0.01%	889
2025 Q4	–	Sell	-1	Closed	-$79	–	2804
2025 Q3	$79	Hold	1	–	–	﹤0.01%	2497
2025 Q2	$75	Hold	1	–	–	﹤0.01%	2307
2025 Q1	$72	Buy	+1	New	+$74	﹤0.01%	2300
2024 Q4	–	Sell	-4	Closed	-$296	–	1511
2024 Q3	$296	Buy	+4	New	+$289	﹤0.01%	1163

Other funds holding SWX

AIM

Ausbil Investment Management Sydney, Australia $199M AUM 17.66% 1-Year Est. Return

OKSA

O'Keefe Stevens Advisory Rochester, New York $489M AUM 37.59% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Baker Ellis Asset Management Vancouver, Washington $917M AUM 26.82% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

SOAMC

Spirit of America Management Corp Syosset, New York $537M AUM 31.71% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

True Wealth Design's SWX Position: Q3 2026 in Review

True Wealth Design reduced its Southwest Gas (SWX) stake by 39% in Q3 2026, selling an estimated $6.6K and leaving 117 shares worth $9.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1089.

True Wealth Design first reported a position in SWX in Q3 2024 and has held it in 7 quarters since. The position peaked at $16.9K in Q2 2026. 30 funds tracked by Wall St. Rank hold SWX as of Q3 2026.

True Wealth Design held 117 shares of Southwest Gas worth $9.5K as of Q3 2026.
True Wealth Design sold 74 Southwest Gas shares in Q3 2026, an estimated $6.6K.
Southwest Gas made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1089 holding.
True Wealth Design first reported a position in Southwest Gas in Q3 2024 and has held it in 7 quarters since.
True Wealth Design's Southwest Gas position peaked at $16.9K in Q2 2026.
30 funds tracked by Wall St. Rank held Southwest Gas as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.