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Essential Partners’s Southwest Airlines LUV Stock Holding History

Essential 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
Q2 		$8.79K Buy
171
+153
+850% +$6.42K ﹤0.01% 1273
2026
Q1 		$676 Buy
18
+14
+350% +$632 ﹤0.01% 2346
2025
Q4 		$165 Hold
4
– – ﹤0.01% 2466
2025
Q3 		$128 Buy
+4
New +$131 ﹤0.01% 2470

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BlackRock
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State Street
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EIM
Elliott Investment Management West Palm Beach, Florida $22.7B AUM 59.88% 1-Year Est. Return
Vanguard Portfolio Management
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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

Essential Partners's LUV Position: Q2 2026 in Review

Essential Partners increased its Southwest Airlines (LUV) stake by 850% in Q2 2026, buying an estimated $6.42K and bringing the position to 171 shares worth $8.79K. The position accounts for ﹤0.01% of the portfolio, ranked #1273.

Essential Partners first reported a position in LUV in Q3 2025 and has held it in 4 quarters since. 933 funds tracked by Wall St. Rank hold LUV as of Q2 2026.

  • Essential Partners held 171 shares of Southwest Airlines worth $8.79K as of Q2 2026.
  • Essential Partners bought 153 Southwest Airlines shares in Q2 2026, an estimated $6.42K.
  • Southwest Airlines made up ﹤0.01% of Essential Partners's portfolio in Q2 2026, its #1273 holding.
  • Essential Partners first reported a position in Southwest Airlines in Q3 2025 and has held it in 4 quarters since.
  • 933 funds tracked by Wall St. Rank held Southwest Airlines as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.