Rothwell Investment Advisors, LLC’s Southwest Airlines LUV Stock Holding History

Rothwell Investment Advisors, LLC’s Portfolio LUV Stock Details LUV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$9.6K	Buy	+232	New	+$10.2K	0.01%	784

Other funds holding LUV

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

U.S. Global Investors (USGI) San Antonio, Texas $1B AUM 32.31% 1-Year Est. Return

Sound Shore Management Greenwich, Connecticut $3.2B AUM 19.02% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

Rothwell Investment Advisors, LLC's LUV Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in Southwest Airlines (LUV) in Q3 2026: 232 shares worth $9.6K. The stake represents 0.01% of the portfolio and ranks #784 among its holdings.

452 funds tracked by Wall St. Rank hold LUV as of Q3 2026.

Rothwell Investment Advisors, LLC held 232 shares of Southwest Airlines worth $9.6K as of Q3 2026.
Southwest Airlines was a new Rothwell Investment Advisors, LLC position in Q3 2026.
Southwest Airlines made up 0.01% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #784 holding.
452 funds tracked by Wall St. Rank held Southwest Airlines as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.