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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
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 $127B AUM 44.11% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
EIM
Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
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
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Moneta Group Investment Advisors's LUV Position: Q1 2026 in Review

Moneta Group Investment Advisors reduced its Southwest Airlines (LUV) stake by 6.2% in Q1 2026, selling an estimated $22.8K and leaving 7,682 shares worth $289K. The position accounts for ﹤0.01% of the portfolio, ranked #638.

Moneta Group Investment Advisors first reported a position in LUV in Q4 2017 and has held it in 26 quarters since. The position peaked at $772K in Q2 2021. 866 funds tracked by Wall St. Rank hold LUV as of Q1 2026.

  • Moneta Group Investment Advisors held 7,682 shares of Southwest Airlines worth $289K as of Q1 2026.
  • Moneta Group Investment Advisors sold 504 Southwest Airlines shares in Q1 2026, an estimated $22.8K.
  • Southwest Airlines made up ﹤0.01% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #638 holding.
  • Moneta Group Investment Advisors first reported a position in Southwest Airlines in Q4 2017 and has held it in 26 quarters since.
  • Moneta Group Investment Advisors's Southwest Airlines position peaked at $772K in Q2 2021.
  • 866 funds tracked by Wall St. Rank held Southwest Airlines as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.