AWE
LUV icon

Avidian Wealth Enterprises’s Southwest Airlines LUV Stock Holding History

Avidian Wealth Enterprises’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 		$367K Buy
7,130
+371
+5% +$15.6K 0.01% 547
2026
Q1 		$254K Sell
6,759
-193
-3% -$8.71K 0.01% 580
2025
Q4 		$287K Sell
6,952
-97
-1% -$3.39K 0.01% 482
2025
Q3 		$225K Buy
7,049
+282
+4% +$9.22K 0.01% 535
2025
Q2 		$220K Buy
6,767
+18
+0.3% +$542 0.01% 504
2025
Q1 		$227K Sell
6,749
-145
-2% -$4.59K 0.01% 483
2024
Q4 		$232K Hold
6,894
– – 0.01% 456
2024
Q3 		$204K Sell
6,894
-226
-3% -$6.26K 0.01% 477
2024
Q2 		$204K Buy
7,120
+49
+0.7% +$1.37K 0.01% 477
2024
Q1 		$206K Buy
+7,071
New +$219K 0.01% 417
2023
Q3 		– Sell
-8,957
Closed -$324K – 413
2023
Q2 		$324K Sell
8,957
-2,318
-21% -$72.7K 0.02% 330
2023
Q1 		$367K Sell
11,275
-478
-4% -$16.3K 0.02% 352
2022
Q4 		$396K Sell
11,753
-186
-2% -$6.71K 0.03% 308
2022
Q3 		$368K Sell
11,939
-1,986
-14% -$74.4K 0.03% 282
2022
Q2 		$503K Sell
13,925
-381
-3% -$16.4K 0.04% 267
2022
Q1 		$655K Sell
14,306
-39
-0.3% -$1.71K 0.04% 252
2021
Q4 		$615K Sell
14,345
-2,551
-15% -$120K 0.04% 265
2021
Q3 		$869K Buy
16,896
+7,951
+89% +$402K 0.07% 142
2021
Q2 		$475K Sell
8,945
-1,902
-18% -$114K 0.04% 232
2021
Q1 		$662K Sell
10,847
-1,800
-14% -$95.8K 0.06% 166
2020
Q4 		$589K Buy
12,647
+3,875
+44% +$168K 0.06% 157
2020
Q3 		$329K Buy
8,772
+2,150
+32% +$76.4K 0.04% 206
2020
Q2 		$226K Sell
6,622
-42
-0.6% -$1.33K 0.03% 232
2020
Q1 		$237K Buy
6,664
+1,729
+35% +$85.7K 0.04% 173
2019
Q4 		$266K Buy
+4,935
New +$274K 0.04% 188
2017
Q3 		– Sell
-4,090
Closed -$254K – 100
2017
Q2 		$254K Buy
+4,090
New +$238K 0.11% 70

Other funds holding LUV

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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
EIM
Elliott Investment Management West Palm Beach, Florida $22.7B AUM 59.88% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Avidian Wealth Enterprises's LUV Position: Q2 2026 in Review

Avidian Wealth Enterprises increased its Southwest Airlines (LUV) stake by 5.5% in Q2 2026, buying an estimated $15.6K and bringing the position to 7,130 shares worth $367K. The position accounts for 0.01% of the portfolio, ranked #547.

Avidian Wealth Enterprises first reported a position in LUV in Q2 2017 and has held it in 26 quarters since. The position peaked at $869K in Q3 2021. 930 funds tracked by Wall St. Rank hold LUV as of Q2 2026.

  • Avidian Wealth Enterprises held 7,130 shares of Southwest Airlines worth $367K as of Q2 2026.
  • Avidian Wealth Enterprises bought 371 Southwest Airlines shares in Q2 2026, an estimated $15.6K.
  • Southwest Airlines made up 0.01% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #547 holding.
  • Avidian Wealth Enterprises first reported a position in Southwest Airlines in Q2 2017 and has held it in 26 quarters since.
  • Avidian Wealth Enterprises's Southwest Airlines position peaked at $869K in Q3 2021.
  • 930 funds tracked by Wall St. Rank held Southwest Airlines as of Q2 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.