NAAA
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New Age Alpha Advisors’s Southwest Airlines LUV Stock Holding History

New Age Alpha 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 		$6.28M Buy
122,224
+23,827
+24% +$1M 0.27% 86
2026
Q1 		$3.7M Sell
98,397
-6,191
-6% -$280K 0.17% 172
2025
Q4 		$4.32M Buy
104,588
+5,671
+6% +$198K 0.19% 148
2025
Q3 		$3.16M Sell
98,917
-9,678
-9% -$316K 0.13% 214
2025
Q2 		$3.52M Sell
108,595
-41,876
-28% -$1.26M 0.15% 188
2025
Q1 		$5.05M Sell
150,471
-12,096
-7% -$383K 0.23% 122
2024
Q4 		$5.47M Buy
+162,567
New +$5.19M 0.22% 128

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

New Age Alpha Advisors's LUV Position: Q2 2026 in Review

New Age Alpha Advisors increased its Southwest Airlines (LUV) stake by 24% in Q2 2026, buying an estimated $1M and bringing the position to 122,224 shares worth $6.28M. The position accounts for 0.27% of the portfolio, ranked #86.

New Age Alpha Advisors first reported a position in LUV in Q4 2024 and has held it in 7 quarters since. 932 funds tracked by Wall St. Rank hold LUV as of Q2 2026.

  • New Age Alpha Advisors held 122,224 shares of Southwest Airlines worth $6.28M as of Q2 2026.
  • New Age Alpha Advisors bought 23,827 Southwest Airlines shares in Q2 2026, an estimated $1M.
  • Southwest Airlines made up 0.27% of New Age Alpha Advisors's portfolio in Q2 2026, its #86 holding.
  • New Age Alpha Advisors first reported a position in Southwest Airlines in Q4 2024 and has held it in 7 quarters since.
  • 932 funds tracked by Wall St. Rank held Southwest Airlines as of Q2 2026.

Based on New Age Alpha Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.