EPW
LUV icon

Evolve Private Wealth’s Southwest Airlines LUV Stock Holding History

Evolve 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
2026
Q2 		$426K Sell
8,262
-9,456
-53% -$397K 0.03% 579
2026
Q1 		$666K Buy
+17,718
New +$800K 0.04% 455

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

Evolve Private Wealth's LUV Position: Q2 2026 in Review

Evolve Private Wealth reduced its Southwest Airlines (LUV) stake by 53% in Q2 2026, selling an estimated $397K and leaving 8,262 shares worth $426K. The position accounts for 0.03% of the portfolio, ranked #579.

Evolve Private Wealth first reported a position in LUV in Q1 2026 and has held it in 2 quarters since. The position peaked at $666K in Q1 2026. 926 funds tracked by Wall St. Rank hold LUV as of Q2 2026.

  • Evolve Private Wealth held 8,262 shares of Southwest Airlines worth $426K as of Q2 2026.
  • Evolve Private Wealth sold 9,456 Southwest Airlines shares in Q2 2026, an estimated $397K.
  • Southwest Airlines made up 0.03% of Evolve Private Wealth's portfolio in Q2 2026, its #579 holding.
  • Evolve Private Wealth first reported a position in Southwest Airlines in Q1 2026 and has held it in 2 quarters since.
  • Evolve Private Wealth's Southwest Airlines position peaked at $666K in Q1 2026.
  • 926 funds tracked by Wall St. Rank held Southwest Airlines as of Q2 2026.

Based on Evolve Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.