Elevation Wealth Partners’s Southwest Airlines LUV Stock Holding History

Elevation Wealth Partners’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 Q3	$1.97K	Buy	47 +32	+213%	+$1.4K	﹤0.01%	1240
2026 Q2	$783	Sell	15 -20	-57%	-$840	﹤0.01%	1273
2026 Q1	$1.32K	Buy	35 +20	+133%	+$903	﹤0.01%	970
2025 Q4	$629	Hold	15	–	–	﹤0.01%	898
2025 Q3	$486	Hold	15	–	–	﹤0.01%	817
2025 Q2	$494	Hold	15	–	–	﹤0.01%	452
2025 Q1	$511	Sell	15 -206	-93%	-$6.52K	﹤0.01%	456
2024 Q4	$7.43K	Buy	221 +15	+7%	+$479	﹤0.01%	387
2024 Q3	$6.1K	Hold	206	–	–	﹤0.01%	383
2024 Q2	$5.89K	Buy	+206	New	+$5.75K	﹤0.01%	375
2024 Q1	–	Hold	0	–	–	–	478
2023 Q4	–	Hold	0	–	–	–	444
2023 Q3	–	Hold	0	–	–	–	347
2023 Q2	–	Hold	0	–	–	–	356
2023 Q1	–	Hold	0	–	–	–	351

Other funds holding LUV

U.S. Global Investors (USGI) San Antonio, Texas $1B AUM 32.31% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return

BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return

Oppenheimer Asset Management New York $9.5B AUM 23.46% 1-Year Est. Return

Elevation Wealth Partners's LUV Position: Q3 2026 in Review

Elevation Wealth Partners increased its Southwest Airlines (LUV) stake by 213% in Q3 2026, buying an estimated $1.4K and bringing the position to 47 shares worth $1.97K. The position accounts for ﹤0.01% of the portfolio, ranked #1240.

Elevation Wealth Partners first reported a position in LUV in Q2 2024 and has held it in 10 quarters since. The position peaked at $7.43K in Q4 2024. 303 funds tracked by Wall St. Rank hold LUV as of Q3 2026.

Elevation Wealth Partners held 47 shares of Southwest Airlines worth $1.97K as of Q3 2026.
Elevation Wealth Partners bought 32 Southwest Airlines shares in Q3 2026, an estimated $1.4K.
Southwest Airlines made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #1240 holding.
Elevation Wealth Partners first reported a position in Southwest Airlines in Q2 2024 and has held it in 10 quarters since.
Elevation Wealth Partners's Southwest Airlines position peaked at $7.43K in Q4 2024.
303 funds tracked by Wall St. Rank held Southwest Airlines as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.