OWA
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Opal Wealth Advisors’s Southwest Airlines LUV Stock Holding History

Opal Wealth 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 		$388K Sell
7,543
-129
-2% -$5.42K 0.08% 135
2026
Q1 		$288K Sell
7,672
-1,154
-13% -$52.1K 0.07% 154
2025
Q4 		$365K Sell
8,826
-82
-0.9% -$2.86K 0.1% 129
2025
Q3 		$284K Sell
8,908
-222
-2% -$7.26K 0.08% 151
2025
Q2 		$296K Sell
9,130
-61
-0.7% -$1.84K 0.08% 142
2025
Q1 		$309K Buy
9,191
+226
+3% +$7.16K 0.1% 117
2024
Q4 		$301K Buy
8,965
+694
+8% +$22.1K 0.09% 128
2024
Q3 		$245K Buy
8,271
+4,124
+99% +$114K 0.08% 159
2024
Q2 		$119K Buy
+4,147
New +$116K 0.04% 249

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

Opal Wealth Advisors's LUV Position: Q2 2026 in Review

Opal Wealth Advisors reduced its Southwest Airlines (LUV) stake by 1.7% in Q2 2026, selling an estimated $5.42K and leaving 7,543 shares worth $388K. The position accounts for 0.08% of the portfolio, ranked #135.

Opal Wealth Advisors first reported a position in LUV in Q2 2024 and has held it in 9 quarters since. 930 funds tracked by Wall St. Rank hold LUV as of Q2 2026.

  • Opal Wealth Advisors held 7,543 shares of Southwest Airlines worth $388K as of Q2 2026.
  • Opal Wealth Advisors sold 129 Southwest Airlines shares in Q2 2026, an estimated $5.42K.
  • Southwest Airlines made up 0.08% of Opal Wealth Advisors's portfolio in Q2 2026, its #135 holding.
  • Opal Wealth Advisors first reported a position in Southwest Airlines in Q2 2024 and has held it in 9 quarters since.
  • 930 funds tracked by Wall St. Rank held Southwest Airlines as of Q2 2026.

Based on Opal Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.