Olistico Wealth
LUV icon

Olistico Wealth’s Southwest Airlines LUV Stock Holding History

Olistico 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
Q3 		$8.74K Hold
210
– – ﹤0.01% 270
2026
Q2 		$10.8K Hold
210
– – ﹤0.01% 244
2026
Q1 		$7.89K Buy
+210
New +$9.48K ﹤0.01% 268

Other funds holding LUV

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
U.S. Global Investors (USGI)
U.S. Global Investors (USGI) San Antonio, Texas $1B AUM 32.31% 1-Year Est. Return
Sound Shore Management
Sound Shore Management Greenwich, Connecticut $3.2B AUM 19.02% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada $45.4B AUM 34.02% 1-Year Est. Return

Olistico Wealth's LUV Position: Q3 2026 in Review

Olistico Wealth held its Southwest Airlines (LUV) position steady in Q3 2026 at 210 shares worth $8.74K. The position accounts for ﹤0.01% of the portfolio, ranked #270.

Olistico Wealth first reported a position in LUV in Q1 2026 and has held it in 3 quarters since. The position peaked at $10.8K in Q2 2026. 536 funds tracked by Wall St. Rank hold LUV as of Q3 2026.

  • Olistico Wealth held 210 shares of Southwest Airlines worth $8.74K as of Q3 2026.
  • Olistico Wealth left its Southwest Airlines share count unchanged in Q3 2026.
  • Southwest Airlines made up ﹤0.01% of Olistico Wealth's portfolio in Q3 2026, its #270 holding.
  • Olistico Wealth first reported a position in Southwest Airlines in Q1 2026 and has held it in 3 quarters since.
  • Olistico Wealth's Southwest Airlines position peaked at $10.8K in Q2 2026.
  • 536 funds tracked by Wall St. Rank held Southwest Airlines as of Q3 2026.

Based on Olistico Wealth's 13F filing for Q3 2026, filed 5 Oct 2026.