NW
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NewEdge Wealth’s Southwest Airlines LUV Stock Holding History

NewEdge Wealth’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 		$420K Sell
8,167
-27
-0.3% -$1.13K ﹤0.01% 910
2026
Q1 		$308K Sell
8,194
-2,906
-26% -$131K ﹤0.01% 958
2025
Q4 		$459K Buy
11,100
+4,639
+72% +$162K 0.01% 877
2025
Q3 		$204K Buy
+6,461
New +$211K ﹤0.01% 987

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

NewEdge Wealth's LUV Position: Q2 2026 in Review

NewEdge Wealth reduced its Southwest Airlines (LUV) stake by 0.33% in Q2 2026, selling an estimated $1.13K and leaving 8,167 shares worth $420K. The position accounts for ﹤0.01% of the portfolio, ranked #910.

NewEdge Wealth first reported a position in LUV in Q3 2025 and has held it in 4 quarters since. The position peaked at $459K in Q4 2025. 930 funds tracked by Wall St. Rank hold LUV as of Q2 2026.

  • NewEdge Wealth held 8,167 shares of Southwest Airlines worth $420K as of Q2 2026.
  • NewEdge Wealth sold 27 Southwest Airlines shares in Q2 2026, an estimated $1.13K.
  • Southwest Airlines made up ﹤0.01% of NewEdge Wealth's portfolio in Q2 2026, its #910 holding.
  • NewEdge Wealth first reported a position in Southwest Airlines in Q3 2025 and has held it in 4 quarters since.
  • NewEdge Wealth's Southwest Airlines position peaked at $459K in Q4 2025.
  • 930 funds tracked by Wall St. Rank held Southwest Airlines as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.