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Dynamic Advisor Solutions’s Southwest Airlines LUV Stock Holding History

Dynamic Advisor 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
2026
Q2 		$233K Buy
+4,523
New +$190K 0.01% 951
2026
Q1 		– Sell
-7,459
Closed -$308K – 986
2025
Q4 		$308K Sell
7,459
-563
-7% -$19.7K 0.01% 767
2025
Q3 		$256K Sell
8,022
-7
-0.1% -$229 0.01% 824
2025
Q2 		$260K Sell
8,029
-452
-5% -$13.6K 0.01% 786
2025
Q1 		$285K Buy
+8,481
New +$269K 0.01% 724
2024
Q4 		– Sell
-8,693
Closed -$258K – 745
2024
Q3 		$258K Sell
8,693
-375
-4% -$10.4K 0.01% 811
2024
Q2 		$259K Sell
9,068
-80
-0.9% -$2.23K 0.01% 813
2024
Q1 		$267K Sell
9,148
-777
-8% -$24.1K 0.01% 790
2023
Q4 		$289K Buy
+9,925
New +$258K 0.01% 728
2023
Q3 		– Sell
-9,504
Closed -$344K – 868
2023
Q2 		$344K Buy
9,504
+163
+2% +$5.11K 0.02% 593
2023
Q1 		$304K Buy
+9,341
New +$318K 0.02% 587
2022
Q2 		– Sell
-4,775
Closed -$219K – 741
2022
Q1 		$219K Sell
4,775
-422
-8% -$18.6K 0.02% 657
2021
Q4 		$223K Sell
5,197
-199
-4% -$9.34K 0.02% 655
2021
Q3 		$278K Buy
5,396
+176
+3% +$8.89K 0.02% 596
2021
Q2 		$277K Buy
5,220
+1,256
+32% +$75.3K 0.02% 563
2021
Q1 		$242K Buy
+3,964
New +$211K 0.02% 560

Other funds holding LUV

FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
AF
Avanza Fonder Stockholm, Sweden $4.59B AUM 41.03% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PWG
Portside Wealth Group Provo, Utah $858M AUM 26.82% 1-Year Est. Return

Dynamic Advisor Solutions's LUV Position: Q2 2026 in Review

Dynamic Advisor Solutions opened a new position in Southwest Airlines (LUV) in Q2 2026: 4,523 shares worth $233K. The stake represents 0.01% of the portfolio and ranks #951 among its holdings. This is a return to the name: Dynamic Advisor Solutions previously reported a position in LUV as recently as Q4 2025.

Dynamic Advisor Solutions first reported a position in LUV in Q1 2021 and has held it in 16 quarters since. The position peaked at $344K in Q2 2023. 122 funds tracked by Wall St. Rank hold LUV as of Q2 2026.

  • Dynamic Advisor Solutions held 4,523 shares of Southwest Airlines worth $233K as of Q2 2026.
  • Southwest Airlines was a new Dynamic Advisor Solutions position in Q2 2026.
  • Southwest Airlines made up 0.01% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #951 holding.
  • Dynamic Advisor Solutions first reported a position in Southwest Airlines in Q1 2021 and has held it in 16 quarters since.
  • Dynamic Advisor Solutions's Southwest Airlines position peaked at $344K in Q2 2023.
  • 122 funds tracked by Wall St. Rank held Southwest Airlines as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.