Kovitz Investment Group Partners
LUV icon

Kovitz Investment Group Partners’s Southwest Airlines LUV Stock Holding History

Kovitz Investment Group Partners’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
-9,378
Closed -$299K – 958
2025
Q3 		$299K Sell
9,378
-2,494
-21% -$81.6K ﹤0.01% 1205
2025
Q2 		$386K Sell
11,872
-1,103
-9% -$33.2K ﹤0.01% 1065
2025
Q1 		$436K Sell
12,975
-1,038
-7% -$32.9K ﹤0.01% 944
2024
Q4 		$471K Buy
+14,013
New +$447K ﹤0.01% 911
2022
Q1 		– Sell
-8,625
Closed -$402K – 446
2021
Q4 		$402K Buy
+8,625
New +$405K 0.01% 349
2021
Q2 		– Sell
-7,377
Closed -$450K – 433
2021
Q1 		$450K Sell
7,377
-1,248
-14% -$66.4K 0.01% 345
2020
Q4 		$402K Sell
8,625
-5,925
-41% -$257K 0.01% 348
2020
Q3 		$546K Sell
14,550
-28,387
-66% -$1.01M 0.02% 316
2020
Q2 		$1.47M Sell
42,937
-29,391
-41% -$934K 0.05% 207
2020
Q1 		$2.58M Sell
72,328
-7,576
-9% -$376K 0.09% 149
2019
Q4 		$4.31M Buy
79,904
+181
+0.2% +$10K 0.13% 120
2019
Q3 		$4.3M Sell
79,723
-870
-1% -$45.5K 0.14% 115
2019
Q2 		$4.09M Buy
80,593
+3,065
+4% +$159K 0.13% 123
2019
Q1 		$4.03M Buy
+77,528
New +$4.09M 0.13% 124

Other funds holding LUV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EIM
Elliott Investment Management West Palm Beach, Florida $22.7B AUM 59.88% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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

Kovitz Investment Group Partners's LUV Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of Southwest Airlines (LUV) in Q4 2025, closing a stake of 9,378 shares — an estimated $299K sold.

Kovitz Investment Group Partners first reported a position in LUV in Q1 2019 and held it in 14 quarters. The position peaked at $4.31M in Q4 2019. 849 funds tracked by Wall St. Rank hold LUV as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining Southwest Airlines position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 9,378 Southwest Airlines shares in Q4 2025, an estimated $299K.
  • Kovitz Investment Group Partners first reported a position in Southwest Airlines in Q1 2019 and held it in 14 quarters.
  • Kovitz Investment Group Partners's Southwest Airlines position peaked at $4.31M in Q4 2019.
  • 849 funds tracked by Wall St. Rank held Southwest Airlines as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.