Y-Intercept (HK)’s Southwest Gas SWX Stock Holding History

Y-Intercept (HK)’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	$2.63M	Buy	+29,680	New	+$2.66M	0.05%	551
2026 Q1	–	Sell	-15,075	Closed	-$1.21M	–	2032
2025 Q4	$1.21M	Buy	+15,075	New	+$1.21M	0.03%	894
2025 Q3	–	Sell	-13,124	Closed	-$976K	–	2030
2025 Q2	$976K	Sell	13,124 -11,097	-46%	-$800K	0.02%	947
2025 Q1	$1.74M	Buy	24,221 +10,445	+76%	+$773K	0.12%	229
2024 Q4	$974K	Sell	13,776 -4,306	-24%	-$320K	0.07%	437
2024 Q3	$1.33M	Buy	18,082 +12,854	+246%	+$929K	0.08%	328
2024 Q2	$368K	Buy	+5,228	New	+$392K	0.02%	950
2023 Q1	–	Sell	-3,935	Closed	-$243K	–	1527
2022 Q4	$243K	Buy	+3,935	New	+$268K	0.04%	748

Other funds holding SWX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Corvex Management New York $3.27B AUM 38.53% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Maverick Capital Dallas, Texas $11.3B AUM 76.6% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return

Y-Intercept (HK)'s SWX Position: Q2 2026 in Review

Y-Intercept (HK) opened a new position in Southwest Gas (SWX) in Q2 2026: 29,680 shares worth $2.63M. The stake represents 0.05% of the portfolio and ranks #551 among its holdings. This is a return to the name: Y-Intercept (HK) previously reported a position in SWX as recently as Q4 2025.

Y-Intercept (HK) first reported a position in SWX in Q4 2022 and has held it in 8 quarters since. 412 funds tracked by Wall St. Rank hold SWX as of Q2 2026.

Y-Intercept (HK) held 29,680 shares of Southwest Gas worth $2.63M as of Q2 2026.
Southwest Gas was a new Y-Intercept (HK) position in Q2 2026.
Southwest Gas made up 0.05% of Y-Intercept (HK)'s portfolio in Q2 2026, its #551 holding.
Y-Intercept (HK) first reported a position in Southwest Gas in Q4 2022 and has held it in 8 quarters since.
412 funds tracked by Wall St. Rank held Southwest Gas as of Q2 2026.

Based on Y-Intercept (HK)'s 13F filing for Q2 2026, filed 14 Jul 2026.