AWS
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Atria Wealth Solutions’s Southwest Airlines LUV Stock Holding History

Atria Wealth Solutions’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
Q2 		– Sell
-6,597
Closed -$223K – 1728
2025
Q1 		$223K Sell
6,597
-3,743
-36% -$119K ﹤0.01% 1661
2024
Q4 		$348K Sell
10,340
-11,683
-53% -$373K ﹤0.01% 1456
2024
Q3 		$653K Sell
22,023
-495
-2% -$13.7K 0.01% 1112
2024
Q2 		$645K Sell
22,518
-2,642
-11% -$73.7K 0.01% 1109
2024
Q1 		$734K Sell
25,160
-8,767
-26% -$271K 0.01% 1052
2023
Q4 		$981K Sell
33,927
-15,607
-32% -$406K 0.01% 871
2023
Q3 		$1.34M Sell
49,534
-5,705
-10% -$186K 0.02% 699
2023
Q2 		$2M Buy
55,239
+2,632
+5% +$82.5K 0.03% 562
2023
Q1 		$1.71M Buy
52,607
+6,623
+14% +$225K 0.03% 592
2022
Q4 		$1.55M Sell
45,984
-9,728
-17% -$351K 0.02% 605
2022
Q3 		$1.72M Buy
55,712
+35,712
+179% +$1.34M 0.03% 537
2022
Q2 		$722K Sell
20,000
-11,966
-37% -$514K 0.01% 832
2022
Q1 		$1.46M Buy
+31,966
New +$1.41M 0.02% 581

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 $3.37T AUM 44.26% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Atria Wealth Solutions's LUV Position: Q2 2025 in Review

Atria Wealth Solutions sold out of Southwest Airlines (LUV) in Q2 2025, closing a stake of 6,597 shares — an estimated $223K sold.

Atria Wealth Solutions first reported a position in LUV in Q1 2022 and held it in 13 quarters. The position peaked at $2M in Q2 2023. 793 funds tracked by Wall St. Rank hold LUV as of Q2 2025.

  • Atria Wealth Solutions reported no remaining Southwest Airlines position as of Q2 2025 after selling out during the quarter.
  • Atria Wealth Solutions sold 6,597 Southwest Airlines shares in Q2 2025, an estimated $223K.
  • Atria Wealth Solutions first reported a position in Southwest Airlines in Q1 2022 and held it in 13 quarters.
  • Atria Wealth Solutions's Southwest Airlines position peaked at $2M in Q2 2023.
  • 793 funds tracked by Wall St. Rank held Southwest Airlines as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.