N.E.W. Advisory Services’s Southwest Airlines LUV Stock Holding History

N.E.W. Advisory Services’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	$7.35K	Hold	143	–	–	﹤0.01%	687
2026 Q1	$5.37K	Hold	143	–	–	﹤0.01%	726
2025 Q4	$5.91K	Sell	143 -110	-43%	-$3.84K	﹤0.01%	688
2025 Q3	$8.07K	Hold	253	–	–	﹤0.01%	605
2025 Q2	$8.21K	Sell	253 -21	-8%	-$633	﹤0.01%	590
2025 Q1	$9.2K	Buy	+274	New	+$8.68K	﹤0.01%	627

Other funds holding LUV

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

N.E.W. Advisory Services's LUV Position: Q2 2026 in Review

N.E.W. Advisory Services held its Southwest Airlines (LUV) position steady in Q2 2026 at 143 shares worth $7.35K. The position accounts for ﹤0.01% of the portfolio, ranked #687.

N.E.W. Advisory Services first reported a position in LUV in Q1 2025 and has held it in 6 quarters since. The position peaked at $9.2K in Q1 2025. 926 funds tracked by Wall St. Rank hold LUV as of Q2 2026.

N.E.W. Advisory Services held 143 shares of Southwest Airlines worth $7.35K as of Q2 2026.
N.E.W. Advisory Services left its Southwest Airlines share count unchanged in Q2 2026.
Southwest Airlines made up ﹤0.01% of N.E.W. Advisory Services's portfolio in Q2 2026, its #687 holding.
N.E.W. Advisory Services first reported a position in Southwest Airlines in Q1 2025 and has held it in 6 quarters since.
N.E.W. Advisory Services's Southwest Airlines position peaked at $9.2K in Q1 2025.
926 funds tracked by Wall St. Rank held Southwest Airlines as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.