Key Financial Inc’s Southwest Airlines LUV Stock Holding History

Key Financial Inc’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
2026 Q1	$7.93K	Hold	211	–	–	﹤0.01%	931
2025 Q4	$8.72K	Hold	211	–	–	﹤0.01%	915
2025 Q3	$6.81K	Hold	211	–	–	﹤0.01%	970
2025 Q2	$6.84K	Hold	211	–	–	﹤0.01%	962
2025 Q1	$7.08K	Hold	211	–	–	﹤0.01%	910
2024 Q4	$7.09K	Hold	211	–	–	﹤0.01%	899
2024 Q3	$6.25K	Hold	211	–	–	﹤0.01%	919
2024 Q2	$6.04K	Hold	211	–	–	﹤0.01%	905
2024 Q1	$6.16K	Hold	211	–	–	﹤0.01%	883
2023 Q4	$6.09K	Hold	211	–	–	﹤0.01%	863
2023 Q3	$5.71K	Hold	211	–	–	﹤0.01%	863
2023 Q2	$7.64K	Hold	211	–	–	﹤0.01%	800
2023 Q1	$6.87K	Hold	211	–	–	﹤0.01%	755
2022 Q4	$6.51K	Hold	211	–	–	﹤0.01%	732
2022 Q3	$7K	Hold	211	–	–	﹤0.01%	723
2022 Q2	$8K	Hold	211	–	–	﹤0.01%	685
2022 Q1	$10K	Hold	211	–	–	0.01%	641
2021 Q4	$9K	Hold	211	–	–	﹤0.01%	610
2021 Q3	$11K	Hold	211	–	–	0.01%	564
2021 Q2	$11K	Buy	211 +23	+12%	+$1.38K	0.01%	555
2021 Q1	$11K	Hold	188	–	–	0.01%	476
2020 Q4	$9K	Buy	+188	New	+$8.14K	0.01%	475

Other funds holding LUV

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Elliott Investment Management West Palm Beach, Florida $15.9B AUM 60.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return