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Evergreen Private Wealth’s Southwest Airlines LUV Stock Holding History

Evergreen Private 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
2025
Q4 		– Sell
-508
Closed -$16.2K – 161
2025
Q3 		$16.2K Hold
508
– – 0.01% 144
2025
Q2 		$16.5K Hold
508
– – 0.01% 143
2025
Q1 		$17.1K Hold
508
– – 0.01% 143
2024
Q4 		$17.1K Hold
508
– – 0.01% 150
2024
Q3 		$15.1K Hold
508
– – 0.01% 152
2024
Q2 		$14.5K Sell
508
-100
-16% -$2.79K 0.01% 157
2024
Q1 		$17.7K Hold
608
– – 0.01% 154
2023
Q4 		$17.6K Buy
+608
New +$15.8K 0.01% 156

Other funds holding LUV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EIM
Elliott Investment Management West Palm Beach, Florida $22.7B AUM 59.88% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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

Evergreen Private Wealth's LUV Position: Q4 2025 in Review

Evergreen Private Wealth sold out of Southwest Airlines (LUV) in Q4 2025, closing a stake of 508 shares — an estimated $16.2K sold.

Evergreen Private Wealth first reported a position in LUV in Q4 2023 and held it in 8 quarters. The position peaked at $17.7K in Q1 2024. 851 funds tracked by Wall St. Rank hold LUV as of Q4 2025.

  • Evergreen Private Wealth reported no remaining Southwest Airlines position as of Q4 2025 after selling out during the quarter.
  • Evergreen Private Wealth sold 508 Southwest Airlines shares in Q4 2025, an estimated $16.2K.
  • Evergreen Private Wealth first reported a position in Southwest Airlines in Q4 2023 and held it in 8 quarters.
  • Evergreen Private Wealth's Southwest Airlines position peaked at $17.7K in Q1 2024.
  • 851 funds tracked by Wall St. Rank held Southwest Airlines as of Q4 2025.

Based on Evergreen Private Wealth's 13F filing for Q4 2025, filed 28 Jan 2026.