KWA
LUV icon

Kingswood Wealth Advisors’s Southwest Airlines LUV Stock Holding History

Kingswood 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
2026
Q2 		$224K Buy
+4,352
New +$183K 0.01% 910

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Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BlackRock
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State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
EIM
Elliott Investment Management West Palm Beach, Florida $22.7B AUM 59.88% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Kingswood Wealth Advisors's LUV Position: Q2 2026 in Review

Kingswood Wealth Advisors opened a new position in Southwest Airlines (LUV) in Q2 2026: 4,352 shares worth $224K. The stake represents 0.01% of the portfolio and ranks #910 among its holdings.

926 funds tracked by Wall St. Rank hold LUV as of Q2 2026.

  • Kingswood Wealth Advisors held 4,352 shares of Southwest Airlines worth $224K as of Q2 2026.
  • Southwest Airlines was a new Kingswood Wealth Advisors position in Q2 2026.
  • Southwest Airlines made up 0.01% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #910 holding.
  • 926 funds tracked by Wall St. Rank held Southwest Airlines as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.