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Mount Yale Investment Advisors’s Southwest Airlines LUV Stock Holding History

Mount Yale 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
2025
Q3 		– Sell
-764
Closed -$24.8K – 1212
2025
Q2 		$24.8K Buy
+764
New +$23K ﹤0.01% 999
2018
Q4 		– Sell
-3,145
Closed -$166K – 570
2018
Q3 		$166K Sell
3,145
-938
-23% -$54.9K 0.03% 318
2018
Q2 		$208K Buy
4,083
+405
+11% +$21.3K 0.04% 301
2018
Q1 		$211K Buy
+3,678
New +$221K 0.05% 283

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 $20.1B AUM 60.76% 1-Year Est. Return
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
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
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

Mount Yale Investment Advisors's LUV Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of Southwest Airlines (LUV) in Q3 2025, closing a stake of 764 shares — an estimated $24.8K sold.

Mount Yale Investment Advisors first reported a position in LUV in Q1 2018 and held it in 4 quarters. The position peaked at $211K in Q1 2018. 764 funds tracked by Wall St. Rank hold LUV as of Q3 2025.

  • Mount Yale Investment Advisors reported no remaining Southwest Airlines position as of Q3 2025 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 764 Southwest Airlines shares in Q3 2025, an estimated $24.8K.
  • Mount Yale Investment Advisors first reported a position in Southwest Airlines in Q1 2018 and held it in 4 quarters.
  • Mount Yale Investment Advisors's Southwest Airlines position peaked at $211K in Q1 2018.
  • 764 funds tracked by Wall St. Rank held Southwest Airlines as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.