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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
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

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

True Wealth Design's SWX Position: Q2 2026 in Review

True Wealth Design increased its Southwest Gas (SWX) stake by 29% in Q2 2026, buying an estimated $3.85K and bringing the position to 191 shares worth $16.9K. The position accounts for ﹤0.01% of the portfolio, ranked #869.

True Wealth Design first reported a position in SWX in Q3 2024 and has held it in 6 quarters since. 411 funds tracked by Wall St. Rank hold SWX as of Q2 2026.

  • True Wealth Design held 191 shares of Southwest Gas worth $16.9K as of Q2 2026.
  • True Wealth Design bought 43 Southwest Gas shares in Q2 2026, an estimated $3.85K.
  • Southwest Gas made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #869 holding.
  • True Wealth Design first reported a position in Southwest Gas in Q3 2024 and has held it in 6 quarters since.
  • 411 funds tracked by Wall St. Rank held Southwest Gas as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.