CWM
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Consultiva Wealth Management’s Southwest Airlines LUV Stock Holding History

Consultiva 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
2026
Q2 		$7.2K Hold
140
– – 0.02% 239
2026
Q1 		$5.26K Hold
140
– – 0.02% 228
2025
Q4 		$5.79K Hold
140
– – 0.02% 221
2025
Q3 		$4.47K Hold
140
– – 0.01% 234
2025
Q2 		$4.54K Hold
140
– – 0.01% 242
2025
Q1 		$4.7K Hold
140
– – 0.02% 242
2024
Q4 		$4.71K Buy
+140
New +$4.47K 0.02% 141

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BlackRock
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State Street
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EIM
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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

Consultiva Wealth Management's LUV Position: Q2 2026 in Review

Consultiva Wealth Management held its Southwest Airlines (LUV) position steady in Q2 2026 at 140 shares worth $7.2K. The position accounts for 0.02% of the portfolio, ranked #239.

Consultiva Wealth Management first reported a position in LUV in Q4 2024 and has held it in 7 quarters since. 930 funds tracked by Wall St. Rank hold LUV as of Q2 2026.

  • Consultiva Wealth Management held 140 shares of Southwest Airlines worth $7.2K as of Q2 2026.
  • Consultiva Wealth Management left its Southwest Airlines share count unchanged in Q2 2026.
  • Southwest Airlines made up 0.02% of Consultiva Wealth Management's portfolio in Q2 2026, its #239 holding.
  • Consultiva Wealth Management first reported a position in Southwest Airlines in Q4 2024 and has held it in 7 quarters since.
  • 930 funds tracked by Wall St. Rank held Southwest Airlines as of Q2 2026.

Based on Consultiva Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.