EAN
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Excelsior Advisor Network’s Southwest Airlines LUV Stock Holding History

Excelsior Advisor Network’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 		$512K Buy
9,965
+3,600
+57% +$151K 0.07% 266
2026
Q1 		$239K Buy
6,365
+31
+0.5% +$1.4K 0.09% 185
2025
Q4 		$262K Buy
+6,334
New +$221K 0.13% 137

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

Excelsior Advisor Network's LUV Position: Q2 2026 in Review

Excelsior Advisor Network increased its Southwest Airlines (LUV) stake by 57% in Q2 2026, buying an estimated $151K and bringing the position to 9,965 shares worth $512K. The position accounts for 0.07% of the portfolio, ranked #266.

Excelsior Advisor Network first reported a position in LUV in Q4 2025 and has held it in 3 quarters since. 928 funds tracked by Wall St. Rank hold LUV as of Q2 2026.

  • Excelsior Advisor Network held 9,965 shares of Southwest Airlines worth $512K as of Q2 2026.
  • Excelsior Advisor Network bought 3,600 Southwest Airlines shares in Q2 2026, an estimated $151K.
  • Southwest Airlines made up 0.07% of Excelsior Advisor Network's portfolio in Q2 2026, its #266 holding.
  • Excelsior Advisor Network first reported a position in Southwest Airlines in Q4 2025 and has held it in 3 quarters since.
  • 928 funds tracked by Wall St. Rank held Southwest Airlines as of Q2 2026.

Based on Excelsior Advisor Network's 13F filing for Q2 2026, filed 14 Aug 2026.