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Twin Peaks Wealth Advisors’s Southwest Gas SWX Stock Holding History

Twin Peaks Wealth 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 		– Sell
-2
Closed -$174 – 1957
2026
Q1 		$174 Buy
+2
New +$171 ﹤0.01% 2190
2025
Q3 		– Sell
-1
Closed -$80 – 1884
2025
Q2 		$80 Buy
+1
New +$72 ﹤0.01% 2147

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

Twin Peaks Wealth Advisors's SWX Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Southwest Gas (SWX) in Q2 2026, closing a stake of 2 shares — an estimated $174 sold.

Twin Peaks Wealth Advisors first reported a position in SWX in Q2 2025 and held it in 2 quarters. The position peaked at $174 in Q1 2026. 411 funds tracked by Wall St. Rank hold SWX as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining Southwest Gas position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 2 Southwest Gas shares in Q2 2026, an estimated $174.
  • Twin Peaks Wealth Advisors first reported a position in Southwest Gas in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's Southwest Gas position peaked at $174 in Q1 2026.
  • 411 funds tracked by Wall St. Rank held Southwest Gas as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.