Fortitude Family Office’s Southwest Airlines LUV Stock Holding History

Fortitude Family Office’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	$26.7K	Buy	642 +328	+104%	+$14.4K	﹤0.01%	704
2026 Q2	$16.1K	Sell	314 -59	-16%	-$2.48K	﹤0.01%	600
2026 Q1	$14K	Buy	373 +222	+147%	+$10K	﹤0.01%	539
2025 Q4	$6.24K	Buy	151 +6	+4%	+$210	﹤0.01%	741
2025 Q3	$4.63K	Buy	145 +25	+21%	+$818	﹤0.01%	836
2025 Q2	$3.89K	Buy	+120	New	+$3.62K	﹤0.01%	881

Other funds holding LUV

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Avanza Fonder Stockholm, Sweden $5.23B AUM 33.79% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

GBFG

Gerald Baker Financial Group Arlington, Texas $354M AUM

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

Fortitude Family Office's LUV Position: Q3 2026 in Review

Fortitude Family Office increased its Southwest Airlines (LUV) stake by 104% in Q3 2026, buying an estimated $14.4K and bringing the position to 642 shares worth $26.7K. The position accounts for ﹤0.01% of the portfolio, ranked #704.

Fortitude Family Office first reported a position in LUV in Q2 2025 and has held it in 6 quarters since. 86 funds tracked by Wall St. Rank hold LUV as of Q3 2026.

Fortitude Family Office held 642 shares of Southwest Airlines worth $26.7K as of Q3 2026.
Fortitude Family Office bought 328 Southwest Airlines shares in Q3 2026, an estimated $14.4K.
Southwest Airlines made up ﹤0.01% of Fortitude Family Office's portfolio in Q3 2026, its #704 holding.
Fortitude Family Office first reported a position in Southwest Airlines in Q2 2025 and has held it in 6 quarters since.
86 funds tracked by Wall St. Rank held Southwest Airlines as of Q3 2026.

Based on Fortitude Family Office's 13F filing for Q3 2026, filed 14 Oct 2026.