A4 Wealth Advisors’s Southwest Airlines LUV Stock Holding History

A4 Wealth Advisors’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
2025 Q4	–	Sell	-6,965	Closed	-$222K	–	153
2025 Q3	$222K	Buy	+6,965	New	+$228K	0.19%	155

Other funds holding LUV

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

EIM

Elliott Investment Management West Palm Beach, Florida $22.7B AUM 59.88% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

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

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

A4 Wealth Advisors's LUV Position: Q4 2025 in Review

A4 Wealth Advisors sold out of Southwest Airlines (LUV) in Q4 2025, closing a stake of 6,965 shares — an estimated $222K sold.

A4 Wealth Advisors first reported a position in LUV in Q3 2025 and held it in 1 quarter. The position peaked at $222K in Q3 2025. 851 funds tracked by Wall St. Rank hold LUV as of Q4 2025.

A4 Wealth Advisors reported no remaining Southwest Airlines position as of Q4 2025 after selling out during the quarter.
A4 Wealth Advisors sold 6,965 Southwest Airlines shares in Q4 2025, an estimated $222K.
A4 Wealth Advisors first reported a position in Southwest Airlines in Q3 2025 and held it in 1 quarter.
A4 Wealth Advisors's Southwest Airlines position peaked at $222K in Q3 2025.
851 funds tracked by Wall St. Rank held Southwest Airlines as of Q4 2025.

Based on A4 Wealth Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.