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Everhart Financial Group’s Southwest Airlines LUV Stock Holding History

Everhart Financial Group’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 		$279K Buy
+5,426
New +$228K 0.02% 392
2021
Q3 		– Sell
-4,623
Closed -$245K – 107
2021
Q2 		$245K Buy
4,623
+248
+6% +$14.9K 0.17% 83
2021
Q1 		$267K Sell
4,375
-515
-11% -$27.4K 0.23% 63
2020
Q4 		$228K Buy
+4,890
New +$212K 0.21% 70

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
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 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

Everhart Financial Group's LUV Position: Q2 2026 in Review

Everhart Financial Group opened a new position in Southwest Airlines (LUV) in Q2 2026: 5,426 shares worth $279K. The stake represents 0.02% of the portfolio and ranks #392 among its holdings. This is a return to the name: Everhart Financial Group previously reported a position in LUV as recently as Q2 2021.

Everhart Financial Group first reported a position in LUV in Q4 2020 and has held it in 4 quarters since. 160 funds tracked by Wall St. Rank hold LUV as of Q2 2026.

  • Everhart Financial Group held 5,426 shares of Southwest Airlines worth $279K as of Q2 2026.
  • Southwest Airlines was a new Everhart Financial Group position in Q2 2026.
  • Southwest Airlines made up 0.02% of Everhart Financial Group's portfolio in Q2 2026, its #392 holding.
  • Everhart Financial Group first reported a position in Southwest Airlines in Q4 2020 and has held it in 4 quarters since.
  • 160 funds tracked by Wall St. Rank held Southwest Airlines as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.