VV
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Verbena Value’s Southwest Gas SWX Stock Holding History

Verbena Value’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 		$10.7M Sell
120,146
-46,100
-28% -$4.13M 1.76% 17
2026
Q1 		$14.4M Buy
166,246
+45,875
+38% +$3.91M 2.36% 14
2025
Q4 		$9.63M Buy
+120,371
New +$9.64M 1.66% 20

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 $3.38T AUM 44.17% 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

Verbena Value's SWX Position: Q2 2026 in Review

Verbena Value reduced its Southwest Gas (SWX) stake by 28% in Q2 2026, selling an estimated $4.13M and leaving 120,146 shares worth $10.7M. The position accounts for 1.76% of the portfolio, ranked #17.

Verbena Value first reported a position in SWX in Q4 2025 and has held it in 3 quarters since. The position peaked at $14.4M in Q1 2026. 411 funds tracked by Wall St. Rank hold SWX as of Q2 2026.

  • Verbena Value held 120,146 shares of Southwest Gas worth $10.7M as of Q2 2026.
  • Verbena Value sold 46,100 Southwest Gas shares in Q2 2026, an estimated $4.13M.
  • Southwest Gas made up 1.76% of Verbena Value's portfolio in Q2 2026, its #17 holding.
  • Verbena Value first reported a position in Southwest Gas in Q4 2025 and has held it in 3 quarters since.
  • Verbena Value's Southwest Gas position peaked at $14.4M in Q1 2026.
  • 411 funds tracked by Wall St. Rank held Southwest Gas as of Q2 2026.

Based on Verbena Value's 13F filing for Q2 2026, filed 14 Aug 2026.