Everpar Advisors’s Southwest Airlines LUV Stock Holding History

Everpar Advisors’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	$201K	Sell	4,820 -177	-4%	-$7.76K	0.05%	309
2026 Q2	$257K	Sell	4,997 -392	-7%	-$16.5K	0.07%	249
2026 Q1	$202K	Sell	5,389 -517	-9%	-$23.3K	0.07%	277
2025 Q4	$244K	Buy	+5,906	New	+$206K	0.09%	239
2025 Q1	–	Sell	-6,237	Closed	-$210K	–	266
2024 Q4	$210K	Buy	+6,237	New	+$199K	0.11%	256
2024 Q2	–	Sell	-7,711	Closed	-$225K	–	269
2024 Q1	$225K	Sell	7,711 -6,735	-47%	-$208K	0.14%	215
2023 Q4	$417K	Buy	+14,446	New	+$376K	0.19%	176

Other funds holding LUV

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Primecap Management Pasadena, California $161B AUM 86.05% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Everpar Advisors's LUV Position: Q3 2026 in Review

Everpar Advisors reduced its Southwest Airlines (LUV) stake by 3.5% in Q3 2026, selling an estimated $7.76K and leaving 4,820 shares worth $201K. The position accounts for 0.05% of the portfolio, ranked #309.

Everpar Advisors first reported a position in LUV in Q4 2023 and has held it in 7 quarters since. The position peaked at $417K in Q4 2023. 617 funds tracked by Wall St. Rank hold LUV as of Q3 2026.

Everpar Advisors held 4,820 shares of Southwest Airlines worth $201K as of Q3 2026.
Everpar Advisors sold 177 Southwest Airlines shares in Q3 2026, an estimated $7.76K.
Southwest Airlines made up 0.05% of Everpar Advisors's portfolio in Q3 2026, its #309 holding.
Everpar Advisors first reported a position in Southwest Airlines in Q4 2023 and has held it in 7 quarters since.
Everpar Advisors's Southwest Airlines position peaked at $417K in Q4 2023.
617 funds tracked by Wall St. Rank held Southwest Airlines as of Q3 2026.

Based on Everpar Advisors's 13F filing for Q3 2026, filed 12 Nov 2026.