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Gitterman Wealth Management’s Southwest Airlines LUV Stock Holding History

Gitterman Wealth 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
Q3 		– Sell
-5,514
Closed -$179K – 247
2025
Q2 		$179K Buy
+5,514
New +$166K 0.04% 167

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State Street
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BlackRock
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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

Gitterman Wealth Management's LUV Position: Q3 2025 in Review

Gitterman Wealth Management sold out of Southwest Airlines (LUV) in Q3 2025, closing a stake of 5,514 shares — an estimated $179K sold.

Gitterman Wealth Management first reported a position in LUV in Q2 2025 and held it in 1 quarter. The position peaked at $179K in Q2 2025. 764 funds tracked by Wall St. Rank hold LUV as of Q3 2025.

  • Gitterman Wealth Management reported no remaining Southwest Airlines position as of Q3 2025 after selling out during the quarter.
  • Gitterman Wealth Management sold 5,514 Southwest Airlines shares in Q3 2025, an estimated $179K.
  • Gitterman Wealth Management first reported a position in Southwest Airlines in Q2 2025 and held it in 1 quarter.
  • Gitterman Wealth Management's Southwest Airlines position peaked at $179K in Q2 2025.
  • 764 funds tracked by Wall St. Rank held Southwest Airlines as of Q3 2025.

Based on Gitterman Wealth Management's 13F filing for Q3 2025, filed 4 Nov 2025.