V-Square Quantitative Management’s Southwest Gas SWX Stock Holding History

V-Square Quantitative Management’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
2025 Q2	–	Sell	-5,487	Closed	-$394K	–	724
2025 Q1	$394K	Hold	5,487	–	–	0.06%	355
2024 Q4	$388K	Buy	5,487 +1,184	+28%	+$88K	0.06%	359
2024 Q3	$317K	Buy	4,303 +199	+5%	+$14.4K	0.05%	402
2024 Q2	$289K	Buy	4,104 +332	+9%	+$24.9K	0.05%	378
2024 Q1	$284K	Hold	3,772	–	–	0.04%	393
2023 Q4	$239K	Buy	+3,772	New	+$227K	0.04%	365

Other funds holding SWX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

Maverick Capital Dallas, Texas $8.67B AUM 48.76% 1-Year Est. Return

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

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

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

V-Square Quantitative Management's SWX Position: Q2 2025 in Review

V-Square Quantitative Management sold out of Southwest Gas (SWX) in Q2 2025, closing a stake of 5,487 shares — an estimated $394K sold.

V-Square Quantitative Management first reported a position in SWX in Q4 2023 and held it in 6 quarters. The position peaked at $394K in Q1 2025. 328 funds tracked by Wall St. Rank hold SWX as of Q2 2025.

V-Square Quantitative Management reported no remaining Southwest Gas position as of Q2 2025 after selling out during the quarter.
V-Square Quantitative Management sold 5,487 Southwest Gas shares in Q2 2025, an estimated $394K.
V-Square Quantitative Management first reported a position in Southwest Gas in Q4 2023 and held it in 6 quarters.
V-Square Quantitative Management's Southwest Gas position peaked at $394K in Q1 2025.
328 funds tracked by Wall St. Rank held Southwest Gas as of Q2 2025.

Based on V-Square Quantitative Management's 13F filing for Q2 2025, filed 17 Jul 2025.