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Timothy G. Youngquist 2020 Irrevocable Trust’s Southwest Airlines LUV Stock Holding History

Timothy G. Youngquist 2020 Irrevocable Trust’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 		– Sell
-50,220
Closed -$1.89M – 330
2026
Q1 		$1.89M Buy
+50,220
New +$2.27M 0.81% 41

Other funds holding LUV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
USGIU
U.S. Global Investors (USGI) San Antonio, Texas $1.04B AUM 73.31% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Timothy G. Youngquist 2020 Irrevocable Trust's LUV Position: Q2 2026 in Review

Timothy G. Youngquist 2020 Irrevocable Trust sold out of Southwest Airlines (LUV) in Q2 2026, closing a stake of 50,220 shares — an estimated $1.89M sold.

Timothy G. Youngquist 2020 Irrevocable Trust first reported a position in LUV in Q1 2026 and held it in 1 quarter. The position peaked at $1.89M in Q1 2026. 503 funds tracked by Wall St. Rank hold LUV as of Q2 2026.

  • Timothy G. Youngquist 2020 Irrevocable Trust reported no remaining Southwest Airlines position as of Q2 2026 after selling out during the quarter.
  • Timothy G. Youngquist 2020 Irrevocable Trust sold 50,220 Southwest Airlines shares in Q2 2026, an estimated $1.89M.
  • Timothy G. Youngquist 2020 Irrevocable Trust first reported a position in Southwest Airlines in Q1 2026 and held it in 1 quarter.
  • Timothy G. Youngquist 2020 Irrevocable Trust's Southwest Airlines position peaked at $1.89M in Q1 2026.
  • 503 funds tracked by Wall St. Rank held Southwest Airlines as of Q2 2026.

Based on Timothy G. Youngquist 2020 Irrevocable Trust's 13F filing for Q2 2026, filed 7 Aug 2026.