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Westside Investment Management’s Southwest Gas SWX Stock Holding History

Westside Investment 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
2026
Q2 		$16K Hold
180
– – ﹤0.01% 997
2026
Q1 		$16.1K Hold
180
– – ﹤0.01% 973
2025
Q4 		$14.4K Hold
180
– – ﹤0.01% 984
2025
Q3 		$14K Buy
180
+90
+100% +$7.01K ﹤0.01% 1008
2025
Q2 		$6.77K Buy
+90
New +$6.49K ﹤0.01% 1089

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

Westside Investment Management's SWX Position: Q2 2026 in Review

Westside Investment Management held its Southwest Gas (SWX) position steady in Q2 2026 at 180 shares worth $16K. The position accounts for ﹤0.01% of the portfolio, ranked #997.

Westside Investment Management first reported a position in SWX in Q2 2025 and has held it in 5 quarters since. The position peaked at $16.1K in Q1 2026. 411 funds tracked by Wall St. Rank hold SWX as of Q2 2026.

  • Westside Investment Management held 180 shares of Southwest Gas worth $16K as of Q2 2026.
  • Westside Investment Management left its Southwest Gas share count unchanged in Q2 2026.
  • Southwest Gas made up ﹤0.01% of Westside Investment Management's portfolio in Q2 2026, its #997 holding.
  • Westside Investment Management first reported a position in Southwest Gas in Q2 2025 and has held it in 5 quarters since.
  • Westside Investment Management's Southwest Gas position peaked at $16.1K in Q1 2026.
  • 411 funds tracked by Wall St. Rank held Southwest Gas as of Q2 2026.

Based on Westside Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.