UMB Bank’s Southwest Gas SWX Stock Holding History

UMB Bank’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 Q1	$23.2K	Sell	267 -160	-37%	-$13.6K	﹤0.01%	1547
2025 Q4	$34.2K	Sell	427 -153	-26%	-$12.3K	﹤0.01%	1369
2025 Q3	$45.4K	Buy	580 +46	+9%	+$3.58K	﹤0.01%	1190
2025 Q2	$39.7K	Sell	534 -299	-36%	-$21.6K	﹤0.01%	1193
2025 Q1	$59.8K	Buy	833 +243	+41%	+$18K	﹤0.01%	976
2024 Q4	$41.7K	Buy	590 +192	+48%	+$14.3K	﹤0.01%	985
2024 Q3	$29.4K	Buy	398 +160	+67%	+$11.6K	﹤0.01%	1061
2024 Q2	$16.8K	Buy	238 +23	+11%	+$1.72K	﹤0.01%	1134
2024 Q1	$16.4K	Buy	215 +15	+8%	+$972	﹤0.01%	1152
2023 Q4	$12.7K	Hold	200	–	–	﹤0.01%	1215
2023 Q3	$12.1K	Hold	200	–	–	﹤0.01%	1231
2023 Q2	$12.7K	Hold	200	–	–	﹤0.01%	1234
2023 Q1	$12.5K	Hold	200	–	–	﹤0.01%	1231
2022 Q4	$12K	Sell	200 -146	-42%	-$9.93K	﹤0.01%	1255
2022 Q3	$24K	Hold	346	–	–	﹤0.01%	1056
2022 Q2	$30K	Hold	346	–	–	﹤0.01%	1046
2022 Q1	$27K	Sell	346 -20	-5%	-$1.4K	﹤0.01%	1158
2021 Q4	$25K	Buy	+366	New	+$25.2K	﹤0.01%	1207

Other funds holding SWX

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Maverick Capital Dallas, Texas $8.6B AUM 48.76% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Adage Capital Partners

Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return