CW
LUV icon

Curio Wealth’s Southwest Airlines LUV Stock Holding History

Curio Wealth’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 		– Sell
-468
Closed -$17.6K – 691
2026
Q1 		$17.6K Sell
468
-1,659
-78% -$74.9K 0.01% 184
2025
Q4 		$88.2K Buy
+2,127
New +$74.3K 0.03% 111
2025
Q3 		– Sell
-2,127
Closed -$69K – 331
2025
Q2 		$69K Buy
2,127
+2,124
+70,800% +$64K 0.03% 114
2025
Q1 		$71.5K Buy
+3
New +$95 0.04% 112

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

Curio Wealth's LUV Position: Q2 2026 in Review

Curio Wealth sold out of Southwest Airlines (LUV) in Q2 2026, closing a stake of 468 shares — an estimated $17.6K sold.

Curio Wealth first reported a position in LUV in Q1 2025 and held it in 4 quarters. The position peaked at $88.2K in Q4 2025. 926 funds tracked by Wall St. Rank hold LUV as of Q2 2026.

  • Curio Wealth reported no remaining Southwest Airlines position as of Q2 2026 after selling out during the quarter.
  • Curio Wealth sold 468 Southwest Airlines shares in Q2 2026, an estimated $17.6K.
  • Curio Wealth first reported a position in Southwest Airlines in Q1 2025 and held it in 4 quarters.
  • Curio Wealth's Southwest Airlines position peaked at $88.2K in Q4 2025.
  • 926 funds tracked by Wall St. Rank held Southwest Airlines as of Q2 2026.

Based on Curio Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.