ZP
SWX icon

Zimmer Partners’s Southwest Gas SWX Stock Holding History

Zimmer Partners’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 		$9.59M Sell
108,159
-498,763
-82% -$44.6M 0.22% 80
2026
Q1 		$52.7M Buy
606,922
+422,100
+228% +$36M 1.27% 22
2025
Q4 		$14.8M Sell
184,822
-587,993
-76% -$47.1M 0.39% 53
2025
Q3 		$60.5M Sell
772,815
-132,517
-15% -$10.3M 1.31% 21
2025
Q2 		$67.3M Sell
905,332
-116,624
-11% -$8.41M 1.47% 19
2025
Q1 		$73.4M Buy
1,021,956
+111,341
+12% +$8.24M 1.38% 24
2024
Q4 		$64.4M Buy
910,615
+818,115
+884% +$60.8M 1.11% 26
2024
Q3 		$6.82M Buy
+92,500
New +$6.68M 0.12% 98
2022
Q4 		– Sell
-1,112,000
Closed -$77.6M – 106
2022
Q3 		$77.6M Buy
1,112,000
+16,410
+1% +$1.33M 1.68% 23
2022
Q2 		$95.4M Sell
1,095,590
-904,410
-45% -$79.8M 1.99% 19
2022
Q1 		$157M Buy
+2,000,000
New +$140M 2.24% 18

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

Zimmer Partners's SWX Position: Q2 2026 in Review

Zimmer Partners reduced its Southwest Gas (SWX) stake by 82% in Q2 2026, selling an estimated $44.6M and leaving 108,159 shares worth $9.59M. The position accounts for 0.22% of the portfolio, ranked #80.

Zimmer Partners first reported a position in SWX in Q1 2022 and has held it in 11 quarters since. The position peaked at $157M in Q1 2022. 411 funds tracked by Wall St. Rank hold SWX as of Q2 2026.

  • Zimmer Partners held 108,159 shares of Southwest Gas worth $9.59M as of Q2 2026.
  • Zimmer Partners sold 498,763 Southwest Gas shares in Q2 2026, an estimated $44.6M.
  • Southwest Gas made up 0.22% of Zimmer Partners's portfolio in Q2 2026, its #80 holding.
  • Zimmer Partners first reported a position in Southwest Gas in Q1 2022 and has held it in 11 quarters since.
  • Zimmer Partners's Southwest Gas position peaked at $157M in Q1 2022.
  • 411 funds tracked by Wall St. Rank held Southwest Gas as of Q2 2026.

Based on Zimmer Partners's 13F filing for Q2 2026, filed 14 Aug 2026.