KSWA
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Kathleen S. Wright Associates’s Southwest Airlines LUV Stock Holding History

Kathleen S. Wright Associates’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
-628
Closed -$21.1K – 250
2025
Q1 		$21.1K Hold
628
– – 0.01% 189
2024
Q4 		$21.1K Hold
628
– – 0.01% 189
2024
Q3 		$18.6K Buy
+628
New +$17.4K 0.01% 211

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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

Kathleen S. Wright Associates's LUV Position: Q2 2025 in Review

Kathleen S. Wright Associates sold out of Southwest Airlines (LUV) in Q2 2025, closing a stake of 628 shares — an estimated $21.1K sold.

Kathleen S. Wright Associates first reported a position in LUV in Q3 2024 and held it in 3 quarters. The position peaked at $21.1K in Q4 2024. 792 funds tracked by Wall St. Rank hold LUV as of Q2 2025.

  • Kathleen S. Wright Associates reported no remaining Southwest Airlines position as of Q2 2025 after selling out during the quarter.
  • Kathleen S. Wright Associates sold 628 Southwest Airlines shares in Q2 2025, an estimated $21.1K.
  • Kathleen S. Wright Associates first reported a position in Southwest Airlines in Q3 2024 and held it in 3 quarters.
  • Kathleen S. Wright Associates's Southwest Airlines position peaked at $21.1K in Q4 2024.
  • 792 funds tracked by Wall St. Rank held Southwest Airlines as of Q2 2025.

Based on Kathleen S. Wright Associates's 13F filing for Q2 2025, filed 31 Jul 2025.