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Moneta Group Investment Advisors’s Southwest Airlines LUV Stock Holding History

Moneta Group Investment 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 		$404K Buy
7,849
+167
+2% +$7.01K ﹤0.01% 611
2026
Q1 		$289K Sell
7,682
-504
-6% -$22.8K ﹤0.01% 638
2025
Q4 		$338K Sell
8,186
-10,776
-57% -$376K ﹤0.01% 603
2025
Q3 		$605K Buy
18,962
+8,893
+88% +$291K ﹤0.01% 442
2025
Q2 		$327K Buy
10,069
+1,930
+24% +$58.1K ﹤0.01% 539
2025
Q1 		$273K Sell
8,139
-26
-0.3% -$823 ﹤0.01% 548
2024
Q4 		$275K Sell
8,165
-425
-5% -$13.6K ﹤0.01% 552
2024
Q3 		$255K Sell
8,590
-3,940
-31% -$109K ﹤0.01% 560
2024
Q2 		$358K Sell
12,530
-606
-5% -$16.9K 0.01% 448
2024
Q1 		$383K Buy
13,136
+1,028
+8% +$31.8K 0.01% 427
2023
Q4 		$350K Sell
12,108
-592
-5% -$15.4K 0.01% 408
2023
Q3 		$344K Sell
12,700
-1,891
-13% -$61.7K 0.01% 379
2023
Q2 		$528K Sell
14,591
-2,634
-15% -$82.6K 0.01% 317
2023
Q1 		$561K Sell
17,225
-2,137
-11% -$72.7K 0.01% 299
2022
Q4 		$693K Buy
19,362
+2,695
+16% +$97.2K 0.02% 255
2022
Q3 		$514K Sell
16,667
-1,079
-6% -$40.4K 0.02% 272
2022
Q2 		$641K Buy
17,746
+4,558
+35% +$196K 0.02% 266
2022
Q1 		$604K Sell
13,188
-561
-4% -$24.7K 0.02% 269
2021
Q4 		$589K Sell
13,749
-115
-0.8% -$5.4K 0.02% 273
2021
Q3 		$713K Sell
13,864
-677
-5% -$34.2K 0.03% 232
2021
Q2 		$772K Buy
14,541
+2,667
+22% +$160K 0.04% 224
2021
Q1 		$725K Buy
11,874
+2,048
+21% +$109K 0.04% 212
2020
Q4 		$458K Sell
9,826
-3,987
-29% -$173K 0.03% 206
2020
Q3 		$518K Buy
+13,813
New +$491K 0.05% 162
2018
Q3 		– Sell
-6,327
Closed -$322K – 309
2018
Q2 		$322K Buy
6,327
+5,975
+1,697% +$315K 0.04% 204
2018
Q1 		$20K Buy
352
+186
+112% +$11.2K ﹤0.01% 406
2017
Q4 		$11K Buy
+166
New +$9.76K ﹤0.01% 338

Other funds holding LUV

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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
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

Moneta Group Investment Advisors's LUV Position: Q2 2026 in Review

Moneta Group Investment Advisors increased its Southwest Airlines (LUV) stake by 2.2% in Q2 2026, buying an estimated $7.01K and bringing the position to 7,849 shares worth $404K. The position accounts for ﹤0.01% of the portfolio, ranked #611.

Moneta Group Investment Advisors first reported a position in LUV in Q4 2017 and has held it in 27 quarters since. The position peaked at $772K in Q2 2021. 932 funds tracked by Wall St. Rank hold LUV as of Q2 2026.

  • Moneta Group Investment Advisors held 7,849 shares of Southwest Airlines worth $404K as of Q2 2026.
  • Moneta Group Investment Advisors bought 167 Southwest Airlines shares in Q2 2026, an estimated $7.01K.
  • Southwest Airlines made up ﹤0.01% of Moneta Group Investment Advisors's portfolio in Q2 2026, its #611 holding.
  • Moneta Group Investment Advisors first reported a position in Southwest Airlines in Q4 2017 and has held it in 27 quarters since.
  • Moneta Group Investment Advisors's Southwest Airlines position peaked at $772K in Q2 2021.
  • 932 funds tracked by Wall St. Rank held Southwest Airlines as of Q2 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.