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Foundations Investment Advisors’s Southwest Airlines LUV Stock Holding History

Foundations Investment 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
2025
Q3 		– Sell
-6,547
Closed -$212K – 1070
2025
Q2 		$212K Buy
6,547
+374
+6% +$11.3K ﹤0.01% 869
2025
Q1 		$207K Buy
+6,173
New +$195K ﹤0.01% 814

Other funds holding LUV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EIM
Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Foundations Investment Advisors's LUV Position: Q3 2025 in Review

Foundations Investment Advisors sold out of Southwest Airlines (LUV) in Q3 2025, closing a stake of 6,547 shares — an estimated $212K sold.

Foundations Investment Advisors first reported a position in LUV in Q1 2025 and held it in 2 quarters. The position peaked at $212K in Q2 2025. 764 funds tracked by Wall St. Rank hold LUV as of Q3 2025.

  • Foundations Investment Advisors reported no remaining Southwest Airlines position as of Q3 2025 after selling out during the quarter.
  • Foundations Investment Advisors sold 6,547 Southwest Airlines shares in Q3 2025, an estimated $212K.
  • Foundations Investment Advisors first reported a position in Southwest Airlines in Q1 2025 and held it in 2 quarters.
  • Foundations Investment Advisors's Southwest Airlines position peaked at $212K in Q2 2025.
  • 764 funds tracked by Wall St. Rank held Southwest Airlines as of Q3 2025.

Based on Foundations Investment Advisors's 13F filing for Q3 2025, filed 3 Nov 2025.