NWS
LUV icon

Nvest Wealth Strategies’s Southwest Airlines LUV Stock Holding History

Nvest Wealth Strategies’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 		$29.1K Sell
565
-565
-50% -$23.7K 0.02% 74
2026
Q1 		$42.5K Hold
1,130
– – 0.03% 61
2025
Q4 		$46.7K Buy
+1,130
New +$39.5K 0.03% 56

Other funds holding LUV

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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
USGIU
U.S. Global Investors (USGI) San Antonio, Texas $1.04B AUM 73.31% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Nvest Wealth Strategies's LUV Position: Q2 2026 in Review

Nvest Wealth Strategies reduced its Southwest Airlines (LUV) stake by 50% in Q2 2026, selling an estimated $23.7K and leaving 565 shares worth $29.1K. The position accounts for 0.02% of the portfolio, ranked #74.

Nvest Wealth Strategies first reported a position in LUV in Q4 2025 and has held it in 3 quarters since. The position peaked at $46.7K in Q4 2025. 503 funds tracked by Wall St. Rank hold LUV as of Q2 2026.

  • Nvest Wealth Strategies held 565 shares of Southwest Airlines worth $29.1K as of Q2 2026.
  • Nvest Wealth Strategies sold 565 Southwest Airlines shares in Q2 2026, an estimated $23.7K.
  • Southwest Airlines made up 0.02% of Nvest Wealth Strategies's portfolio in Q2 2026, its #74 holding.
  • Nvest Wealth Strategies first reported a position in Southwest Airlines in Q4 2025 and has held it in 3 quarters since.
  • Nvest Wealth Strategies's Southwest Airlines position peaked at $46.7K in Q4 2025.
  • 503 funds tracked by Wall St. Rank held Southwest Airlines as of Q2 2026.

Based on Nvest Wealth Strategies's 13F filing for Q2 2026, filed 10 Jul 2026.