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GeoWealth Management’s Southwest Airlines LUV Stock Holding History

GeoWealth Management’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
Q2 		– Sell
-1,493
Closed -$50.1K – 1265
2025
Q1 		$50.1K Sell
1,493
-392
-21% -$12.4K ﹤0.01% 894
2024
Q4 		$63.4K Sell
1,885
-1
-0.1% -$32 ﹤0.01% 1078
2024
Q3 		$55.9K Buy
+1,886
New +$52.2K ﹤0.01% 1039
2024
Q1 		– Sell
-60,642
Closed -$1.75M – 883
2023
Q4 		$1.75M Buy
+60,642
New +$1.58M 0.14% 136

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

GeoWealth Management's LUV Position: Q2 2025 in Review

GeoWealth Management sold out of Southwest Airlines (LUV) in Q2 2025, closing a stake of 1,493 shares — an estimated $50.1K sold.

GeoWealth Management first reported a position in LUV in Q4 2023 and held it in 4 quarters. The position peaked at $1.75M in Q4 2023. 792 funds tracked by Wall St. Rank hold LUV as of Q2 2025.

  • GeoWealth Management reported no remaining Southwest Airlines position as of Q2 2025 after selling out during the quarter.
  • GeoWealth Management sold 1,493 Southwest Airlines shares in Q2 2025, an estimated $50.1K.
  • GeoWealth Management first reported a position in Southwest Airlines in Q4 2023 and held it in 4 quarters.
  • GeoWealth Management's Southwest Airlines position peaked at $1.75M in Q4 2023.
  • 792 funds tracked by Wall St. Rank held Southwest Airlines as of Q2 2025.

Based on GeoWealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.