HWA
LUV icon

Heartwood Wealth Advisors’s Southwest Airlines LUV Stock Holding History

Heartwood 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
-16
Closed -$511 – 433
2025
Q3 		$511 Buy
+16
New +$523 ﹤0.01% 600

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Primecap Management
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BlackRock
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T. Rowe Price Associates
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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

Heartwood Wealth Advisors's LUV Position: Q4 2025 in Review

Heartwood Wealth Advisors sold out of Southwest Airlines (LUV) in Q4 2025, closing a stake of 16 shares — an estimated $511 sold.

Heartwood Wealth Advisors first reported a position in LUV in Q3 2025 and held it in 1 quarter. The position peaked at $511 in Q3 2025. 848 funds tracked by Wall St. Rank hold LUV as of Q4 2025.

  • Heartwood Wealth Advisors reported no remaining Southwest Airlines position as of Q4 2025 after selling out during the quarter.
  • Heartwood Wealth Advisors sold 16 Southwest Airlines shares in Q4 2025, an estimated $511.
  • Heartwood Wealth Advisors first reported a position in Southwest Airlines in Q3 2025 and held it in 1 quarter.
  • Heartwood Wealth Advisors's Southwest Airlines position peaked at $511 in Q3 2025.
  • 848 funds tracked by Wall St. Rank held Southwest Airlines as of Q4 2025.

Based on Heartwood Wealth Advisors's 13F filing for Q4 2025, filed 12 Jan 2026.