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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
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

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
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
PWG
Portside Wealth Group Provo, Utah $858M AUM 26.82% 1-Year Est. Return

Everpar Advisors's LUV Position: Q2 2026 in Review

Everpar Advisors reduced its Southwest Airlines (LUV) stake by 7.3% in Q2 2026, selling an estimated $16.5K and leaving 4,997 shares worth $257K. The position accounts for 0.07% of the portfolio, ranked #249.

Everpar Advisors first reported a position in LUV in Q4 2023 and has held it in 6 quarters since. The position peaked at $417K in Q4 2023. 119 funds tracked by Wall St. Rank hold LUV as of Q2 2026.

  • Everpar Advisors held 4,997 shares of Southwest Airlines worth $257K as of Q2 2026.
  • Everpar Advisors sold 392 Southwest Airlines shares in Q2 2026, an estimated $16.5K.
  • Southwest Airlines made up 0.07% of Everpar Advisors's portfolio in Q2 2026, its #249 holding.
  • Everpar Advisors first reported a position in Southwest Airlines in Q4 2023 and has held it in 6 quarters since.
  • Everpar Advisors's Southwest Airlines position peaked at $417K in Q4 2023.
  • 119 funds tracked by Wall St. Rank held Southwest Airlines as of Q2 2026.

Based on Everpar Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.