AWM
LUV icon

Arista Wealth Management’s Southwest Airlines LUV Stock Holding History

Arista Wealth Management’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
-6,414
Closed -$205K – 292
2025
Q3 		$205K Buy
+6,414
New +$210K 0.03% 254

Other funds holding LUV

Vanguard Group
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
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Arista Wealth Management's LUV Position: Q4 2025 in Review

Arista Wealth Management sold out of Southwest Airlines (LUV) in Q4 2025, closing a stake of 6,414 shares — an estimated $205K sold.

Arista Wealth Management first reported a position in LUV in Q3 2025 and held it in 1 quarter. The position peaked at $205K in Q3 2025. 851 funds tracked by Wall St. Rank hold LUV as of Q4 2025.

  • Arista Wealth Management reported no remaining Southwest Airlines position as of Q4 2025 after selling out during the quarter.
  • Arista Wealth Management sold 6,414 Southwest Airlines shares in Q4 2025, an estimated $205K.
  • Arista Wealth Management first reported a position in Southwest Airlines in Q3 2025 and held it in 1 quarter.
  • Arista Wealth Management's Southwest Airlines position peaked at $205K in Q3 2025.
  • 851 funds tracked by Wall St. Rank held Southwest Airlines as of Q4 2025.

Based on Arista Wealth Management's 13F filing for Q4 2025, filed 9 Feb 2026.