Cerity Partners’s Southwest Airlines LUV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $3.07M | Buy |
59,791
+7,070
| +13% | +$297K | ﹤0.01% | 1335 |
|
|
2026
Q1 | $1.98M | Buy |
52,721
+13,545
| +35% | +$612K | ﹤0.01% | 1501 |
|
|
2025
Q4 | $1.62M | Buy |
39,176
+2,328
| +6% | +$81.3K | ﹤0.01% | 1464 |
|
|
2025
Q3 | $1.18M | Sell |
36,848
-3,631
| -9% | -$119K | ﹤0.01% | 1524 |
|
|
2025
Q2 | $1.31M | Sell |
40,479
-102,430
| -72% | -$3.09M | ﹤0.01% | 1406 |
|
|
2025
Q1 | $4.8M | Buy |
142,909
+58,283
| +69% | +$1.85M | 0.01% | 748 |
|
|
2024
Q4 | $2.78M | Sell |
84,626
-9,335
| -10% | -$298K | 0.01% | 963 |
|
|
2024
Q3 | $2.78M | Buy |
93,961
+7,676
| +9% | +$213K | 0.01% | 945 |
|
|
2024
Q2 | $2.47M | Buy |
86,285
+44,431
| +106% | +$1.24M | 0.01% | 829 |
|
|
2024
Q1 | $1.22M | Buy |
41,854
+17,905
| +75% | +$554K | ﹤0.01% | 1189 |
|
|
2023
Q4 | $692K | Buy |
+23,949
| New | +$623K | ﹤0.01% | 1128 |
|
|
2023
Q3 | – | Sell |
-24,392
| Closed | -$884K | – | 1583 |
|
|
2023
Q2 | $884K | Sell |
24,392
-3,532
| -13% | -$111K | ﹤0.01% | 962 |
|
|
2023
Q1 | $2.8M | Buy |
27,924
+3,691
| +15% | +$126K | 0.01% | 615 |
|
|
2022
Q4 | $818K | Sell |
24,233
-660
| -3% | -$23.8K | 0.01% | 757 |
|
|
2022
Q3 | $768K | Sell |
24,893
-93
| -0.4% | -$3.48K | 0.01% | 573 |
|
|
2022
Q2 | $902K | Buy |
24,986
+9,930
| +66% | +$427K | 0.01% | 573 |
|
|
2022
Q1 | $688K | Sell |
15,056
-3,089
| -17% | -$136K | 0.01% | 521 |
|
|
2021
Q4 | $779K | Buy |
18,145
+1,170
| +7% | +$54.9K | 0.01% | 483 |
|
|
2021
Q3 | $873K | Buy |
16,975
+875
| +5% | +$44.2K | 0.02% | 380 |
|
|
2021
Q2 | $855K | Sell |
16,100
-15
| -0.1% | -$899 | 0.02% | 385 |
|
|
2021
Q1 | $984K | Buy |
16,115
+2,576
| +19% | +$137K | 0.02% | 349 |
|
|
2020
Q4 | $631K | Buy |
13,539
+650
| +5% | +$28.2K | 0.02% | 371 |
|
|
2020
Q3 | $483K | Sell |
12,889
-2,123
| -14% | -$75.4K | 0.02% | 326 |
|
|
2020
Q2 | $513K | Buy |
+15,012
| New | +$477K | 0.03% | 277 |
|
|
2020
Q1 | – | Sell |
-4,321
| Closed | -$233K | – | 494 |
|
|
2019
Q4 | $233K | Sell |
4,321
-276
| -6% | -$15.3K | 0.01% | 472 |
|
|
2019
Q3 | $248K | Buy |
4,597
+61
| +1% | +$3.19K | 0.01% | 423 |
|
|
2019
Q2 | $231K | Sell |
4,536
-279
| -6% | -$14.5K | 0.01% | 433 |
|
|
2019
Q1 | $250K | Sell |
4,815
-364
| -7% | -$19.2K | 0.02% | 455 |
|
|
2018
Q4 | $241K | Buy |
5,179
+228
| +5% | +$12.1K | 0.02% | 446 |
|
|
2018
Q3 | $309K | Buy |
4,951
+6
| +0.1% | +$351 | 0.02% | 413 |
|
|
2018
Q2 | $252K | Buy |
4,945
+316
| +7% | +$16.6K | 0.02% | 459 |
|
|
2018
Q1 | $265K | Sell |
4,629
-208
| -4% | -$12.5K | 0.02% | 457 |
|
|
2017
Q4 | $317K | Buy |
4,837
+31
| +0.6% | +$1.82K | 0.02% | 431 |
|
|
2017
Q3 | $269K | Sell |
4,806
-1,926
| -29% | -$108K | 0.02% | 465 |
|
|
2017
Q2 | $612K | Buy |
6,732
+2,436
| +57% | +$142K | 0.05% | 215 |
|
|
2017
Q1 | $231K | Buy |
+4,296
| New | +$231K | 0.02% | 391 |
|
Other funds holding LUV
EIM
Cerity Partners's LUV Position: Q2 2026 in Review
Cerity Partners increased its Southwest Airlines (LUV) stake by 13% in Q2 2026, buying an estimated $297K and bringing the position to 59,791 shares worth $3.07M. The position accounts for ﹤0.01% of the portfolio, ranked #1335.
Cerity Partners first reported a position in LUV in Q1 2017 and has held it in 36 quarters since. The position peaked at $4.8M in Q1 2025. 876 funds tracked by Wall St. Rank hold LUV as of Q2 2026.
- Cerity Partners held 59,791 shares of Southwest Airlines worth $3.07M as of Q2 2026.
- Cerity Partners bought 7,070 Southwest Airlines shares in Q2 2026, an estimated $297K.
- Southwest Airlines made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #1335 holding.
- Cerity Partners first reported a position in Southwest Airlines in Q1 2017 and has held it in 36 quarters since.
- Cerity Partners's Southwest Airlines position peaked at $4.8M in Q1 2025.
- 876 funds tracked by Wall St. Rank held Southwest Airlines as of Q2 2026.
Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.