Universal-Beteiligungs- und Servicegesellschaft
SWX icon

Universal-Beteiligungs- und Servicegesellschaft’s Southwest Gas SWX Stock Holding History

Universal-Beteiligungs- und Servicegesellschaft’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 		$1.88M Buy
21,219
+425
+2% +$38K ﹤0.01% 1331
2026
Q1 		$1.81M Sell
20,794
-3,074
-13% -$262K ﹤0.01% 1284
2025
Q4 		$1.91M Buy
23,868
+549
+2% +$44K ﹤0.01% 1270
2025
Q3 		$1.83M Buy
23,319
+19,720
+548% +$1.54M ﹤0.01% 1339
2025
Q2 		$268K Buy
3,599
+799
+29% +$57.6K ﹤0.01% 1857
2025
Q1 		$201K Buy
+2,800
New +$207K ﹤0.01% 1890

Other funds holding SWX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
CCM
Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Universal-Beteiligungs- und Servicegesellschaft's SWX Position: Q2 2026 in Review

Universal-Beteiligungs- und Servicegesellschaft increased its Southwest Gas (SWX) stake by 2% in Q2 2026, buying an estimated $38K and bringing the position to 21,219 shares worth $1.88M. The position accounts for ﹤0.01% of the portfolio, ranked #1331.

Universal-Beteiligungs- und Servicegesellschaft first reported a position in SWX in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.91M in Q4 2025. 253 funds tracked by Wall St. Rank hold SWX as of Q2 2026.

  • Universal-Beteiligungs- und Servicegesellschaft held 21,219 shares of Southwest Gas worth $1.88M as of Q2 2026.
  • Universal-Beteiligungs- und Servicegesellschaft bought 425 Southwest Gas shares in Q2 2026, an estimated $38K.
  • Southwest Gas made up ﹤0.01% of Universal-Beteiligungs- und Servicegesellschaft's portfolio in Q2 2026, its #1331 holding.
  • Universal-Beteiligungs- und Servicegesellschaft first reported a position in Southwest Gas in Q1 2025 and has held it in 6 quarters since.
  • Universal-Beteiligungs- und Servicegesellschaft's Southwest Gas position peaked at $1.91M in Q4 2025.
  • 253 funds tracked by Wall St. Rank held Southwest Gas as of Q2 2026.

Based on Universal-Beteiligungs- und Servicegesellschaft's 13F filing for Q2 2026, filed 6 Aug 2026.