EWA
LUV icon

EverSource Wealth Advisors’s Southwest Airlines LUV Stock Holding History

EverSource Wealth 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 		$198K Sell
3,849
-1,282
-25% -$53.8K 0.01% 1009
2026
Q1 		$193K Buy
5,131
+508
+11% +$22.9K 0.01% 1078
2025
Q4 		$191K Sell
4,623
-1,036
-18% -$36.2K 0.01% 966
2025
Q3 		$181K Sell
5,659
-31
-0.5% -$1.01K 0.01% 961
2025
Q2 		$185K Buy
5,690
+2,408
+73% +$72.5K 0.01% 894
2025
Q1 		$110K Sell
3,282
-16
-0.5% -$507 0.01% 872
2024
Q4 		$111K Buy
3,298
+814
+33% +$26K 0.01% 870
2024
Q3 		$73.6K Sell
2,484
-3
-0.1% -$83 ﹤0.01% 906
2024
Q2 		$67K Buy
2,487
+55
+2% +$1.53K ﹤0.01% 957
2024
Q1 		$63.1K Sell
2,432
-353
-13% -$10.9K 0.01% 882
2023
Q4 		$80.4K Buy
2,785
+108
+4% +$2.81K 0.01% 723
2023
Q3 		$72.5K Buy
2,677
+4
+0.1% +$131 0.01% 684
2023
Q2 		$96.8K Sell
2,673
-60
-2% -$1.88K 0.01% 591
2023
Q1 		$88.9K Buy
2,733
+1,197
+78% +$40.7K 0.01% 575
2022
Q4 		$51.7K Buy
1,536
+807
+111% +$29.1K 0.01% 751
2022
Q3 		$22K Buy
729
+12
+2% +$450 0.01% 873
2022
Q2 		$26K Buy
717
+409
+133% +$17.6K 0.01% 765
2022
Q1 		$14K Buy
308
+101
+49% +$4.44K ﹤0.01% 846
2021
Q4 		$9K Buy
+207
New +$9.72K ﹤0.01% 1004

Other funds holding LUV

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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
EIM
Elliott Investment Management West Palm Beach, Florida $22.7B AUM 59.88% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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

EverSource Wealth Advisors's LUV Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Southwest Airlines (LUV) stake by 25% in Q2 2026, selling an estimated $53.8K and leaving 3,849 shares worth $198K. The position accounts for 0.01% of the portfolio, ranked #1009.

EverSource Wealth Advisors first reported a position in LUV in Q4 2021 and has held it in 19 quarters since. 926 funds tracked by Wall St. Rank hold LUV as of Q2 2026.

  • EverSource Wealth Advisors held 3,849 shares of Southwest Airlines worth $198K as of Q2 2026.
  • EverSource Wealth Advisors sold 1,282 Southwest Airlines shares in Q2 2026, an estimated $53.8K.
  • Southwest Airlines made up 0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1009 holding.
  • EverSource Wealth Advisors first reported a position in Southwest Airlines in Q4 2021 and has held it in 19 quarters since.
  • 926 funds tracked by Wall St. Rank held Southwest Airlines as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.