GFWA
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Grey Fox Wealth Advisors’s Southwest Airlines LUV Stock Holding History

Grey Fox Wealth 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
Q4 		– Sell
-123
Closed -$3.92K – 410
2025
Q3 		$3.92K Buy
+123
New +$4.02K ﹤0.01% 504
2023
Q2 		– Sell
-220
Closed -$7.16K – 340
2023
Q1 		$7.16K Buy
+220
New +$7.48K ﹤0.01% 328

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EIM
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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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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

Grey Fox Wealth Advisors's LUV Position: Q4 2025 in Review

Grey Fox Wealth Advisors sold out of Southwest Airlines (LUV) in Q4 2025, closing a stake of 123 shares — an estimated $3.92K sold.

Grey Fox Wealth Advisors first reported a position in LUV in Q1 2023 and held it in 2 quarters. The position peaked at $7.16K in Q1 2023. 848 funds tracked by Wall St. Rank hold LUV as of Q4 2025.

  • Grey Fox Wealth Advisors reported no remaining Southwest Airlines position as of Q4 2025 after selling out during the quarter.
  • Grey Fox Wealth Advisors sold 123 Southwest Airlines shares in Q4 2025, an estimated $3.92K.
  • Grey Fox Wealth Advisors first reported a position in Southwest Airlines in Q1 2023 and held it in 2 quarters.
  • Grey Fox Wealth Advisors's Southwest Airlines position peaked at $7.16K in Q1 2023.
  • 848 funds tracked by Wall St. Rank held Southwest Airlines as of Q4 2025.

Based on Grey Fox Wealth Advisors's 13F filing for Q4 2025, filed 12 Feb 2026.