Yousif Capital Management’s Southwest Gas SWX Stock Holding History

Yousif Capital 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	$1.64M	Sell	18,440 -1,090	-6%	-$97.5K	0.02%	785
2026 Q1	$1.7M	Sell	19,530 -1,008	-5%	-$85.9K	0.02%	759
2025 Q4	$1.74M	Sell	20,538 -289	-1%	-$23.2K	0.02%	785
2025 Q3	$1.63M	Sell	20,827 -297	-1%	-$23.1K	0.02%	831
2025 Q2	$1.57M	Sell	21,124 -360	-2%	-$26K	0.02%	871
2025 Q1	$1.54M	Buy	21,484 +382	+2%	+$28.3K	0.02%	866
2024 Q4	$1.49M	Sell	21,102 -948	-4%	-$70.4K	0.02%	913
2024 Q3	$1.63M	Sell	22,050 -3,141	-12%	-$227K	0.02%	889
2024 Q2	$1.77M	Sell	25,191 -2,097	-8%	-$157K	0.02%	822
2024 Q1	$2.08M	Sell	27,288 -1,635	-6%	-$106K	0.02%	796
2023 Q4	$1.83M	Buy	28,923 +102	+0.4%	+$6.13K	0.02%	864
2023 Q3	$1.74M	Sell	28,821 -4,265	-13%	-$272K	0.02%	825
2023 Q2	$2.11M	Buy	33,086 +700	+2%	+$41.4K	0.03%	747
2023 Q1	$2.02M	Sell	32,386 -285	-0.9%	-$18.2K	0.03%	769
2022 Q4	$2.02M	Sell	32,671 -9	-0%	-$612	0.03%	756
2022 Q3	$2.28M	Sell	32,680 -6,103	-16%	-$495K	0.03%	653
2022 Q2	$3.38M	Buy	38,783 +5,005	+15%	+$442K	0.04%	466
2022 Q1	$2.64M	Buy	33,778 +1,162	+4%	+$81.4K	0.03%	738
2021 Q4	$2.29M	Buy	+32,616	New	+$2.25M	0.02%	886

Other funds holding SWX

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

HAI

Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

MAP

Moody Aldrich Partners Marblehead, Massachusetts $557M AUM 122.79% 1-Year Est. Return

PCM

Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

AIM

Ausbil Investment Management Sydney, Australia $221M AUM 35.27% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

OKSA

O'Keefe Stevens Advisory Rochester, New York $488M AUM 56.91% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Yousif Capital Management's SWX Position: Q2 2026 in Review

Yousif Capital Management reduced its Southwest Gas (SWX) stake by 5.6% in Q2 2026, selling an estimated $97.5K and leaving 18,440 shares worth $1.64M. The position accounts for 0.02% of the portfolio, ranked #785.

Yousif Capital Management first reported a position in SWX in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.38M in Q2 2022. 55 funds tracked by Wall St. Rank hold SWX as of Q2 2026.

Yousif Capital Management held 18,440 shares of Southwest Gas worth $1.64M as of Q2 2026.
Yousif Capital Management sold 1,090 Southwest Gas shares in Q2 2026, an estimated $97.5K.
Southwest Gas made up 0.02% of Yousif Capital Management's portfolio in Q2 2026, its #785 holding.
Yousif Capital Management first reported a position in Southwest Gas in Q4 2021 and has held it in 19 quarters since.
Yousif Capital Management's Southwest Gas position peaked at $3.38M in Q2 2022.
55 funds tracked by Wall St. Rank held Southwest Gas as of Q2 2026.

Based on Yousif Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.