OIA
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OneDigital Investment Advisors’s Southwest Airlines LUV Stock Holding History

OneDigital Investment 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
Q1 		– Sell
-5,866
Closed -$242K – 1555
2025
Q4 		$242K Buy
+5,866
New +$205K ﹤0.01% 1333
2025
Q3 		– Sell
-6,428
Closed -$209K – 1522
2025
Q2 		$209K Sell
6,428
-2,843
-31% -$85.6K ﹤0.01% 1367
2025
Q1 		$311K Buy
9,271
+2,207
+31% +$69.9K ﹤0.01% 1083
2024
Q4 		$238K Sell
7,064
-49
-0.7% -$1.56K ﹤0.01% 1245
2024
Q3 		$211K Sell
7,113
-1,243
-15% -$34.4K ﹤0.01% 1339
2024
Q2 		$239K Buy
+8,356
New +$233K ﹤0.01% 1205
2024
Q1 		– Sell
-11,044
Closed -$319K – 1137
2023
Q4 		$319K Buy
+11,044
New +$287K 0.01% 887
2021
Q4 		– Sell
-4,382
Closed -$225K – 816
2021
Q3 		$225K Sell
4,382
-2,263
-34% -$114K 0.01% 652
2021
Q2 		$353K Sell
6,645
-278
-4% -$16.7K 0.01% 506
2021
Q1 		$423K Sell
6,923
-1,397
-17% -$74.3K 0.02% 411
2020
Q4 		$388K Sell
8,320
-59
-0.7% -$2.56K 0.02% 407
2020
Q3 		$314K Sell
8,379
-118
-1% -$4.19K 0.02% 420
2020
Q2 		$290K Buy
+8,497
New +$270K 0.02% 448
2019
Q3 		– Sell
-497
Closed -$25K – 908
2019
Q2 		$25K Sell
497
-99
-17% -$5.13K ﹤0.01% 745
2019
Q1 		$31K Buy
596
+2
+0.3% +$106 ﹤0.01% 614
2018
Q4 		$28K Sell
594
-315
-35% -$16.7K ﹤0.01% 595
2018
Q3 		$57K Hold
909
– – 0.01% 384
2018
Q2 		$46K Buy
909
+250
+38% +$13.2K 0.01% 525
2018
Q1 		$38K Sell
659
-132
-17% -$7.93K 0.01% 597
2017
Q4 		$52K Buy
791
+500
+172% +$29.4K 0.01% 494
2017
Q3 		$16K Sell
291
-400
-58% -$22.4K 0.01% 712
2017
Q2 		$43K Buy
+691
New +$40.2K 0.01% 518

Other funds holding LUV

Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
EIM
Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

OneDigital Investment Advisors's LUV Position: Q1 2026 in Review

OneDigital Investment Advisors sold out of Southwest Airlines (LUV) in Q1 2026, closing a stake of 5,866 shares — an estimated $242K sold.

OneDigital Investment Advisors first reported a position in LUV in Q2 2017 and held it in 22 quarters. The position peaked at $423K in Q1 2021. 866 funds tracked by Wall St. Rank hold LUV as of Q1 2026.

  • OneDigital Investment Advisors reported no remaining Southwest Airlines position as of Q1 2026 after selling out during the quarter.
  • OneDigital Investment Advisors sold 5,866 Southwest Airlines shares in Q1 2026, an estimated $242K.
  • OneDigital Investment Advisors first reported a position in Southwest Airlines in Q2 2017 and held it in 22 quarters.
  • OneDigital Investment Advisors's Southwest Airlines position peaked at $423K in Q1 2021.
  • 866 funds tracked by Wall St. Rank held Southwest Airlines as of Q1 2026.

Based on OneDigital Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.