Apella Capital’s Southwest Airlines LUV Stock Holding History

Apella Capital’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 Q2	$210K	Buy	+4,242	New	+$178K	﹤0.01%	661

Other funds holding LUV

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

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

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return

Avanza Fonder Stockholm, Sweden $4.59B AUM 41.03% 1-Year Est. Return

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Wealth Enhancement Advisory Services

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

Portside Wealth Group Provo, Utah $858M AUM 26.82% 1-Year Est. Return

Apella Capital's LUV Position: Q2 2026 in Review

Apella Capital opened a new position in Southwest Airlines (LUV) in Q2 2026: 4,242 shares worth $210K. The stake represents ﹤0.01% of the portfolio and ranks #661 among its holdings.

119 funds tracked by Wall St. Rank hold LUV as of Q2 2026.

Apella Capital held 4,242 shares of Southwest Airlines worth $210K as of Q2 2026.
Southwest Airlines was a new Apella Capital position in Q2 2026.
Southwest Airlines made up ﹤0.01% of Apella Capital's portfolio in Q2 2026, its #661 holding.
119 funds tracked by Wall St. Rank held Southwest Airlines as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.