Opal Wealth Advisors
LUV icon

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
Q3 		$309K Sell
7,418
-125
-2% -$5.48K 0.06% 153
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

Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $161B AUM 86.05% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Opal Wealth Advisors's LUV Position: Q3 2026 in Review

Opal Wealth Advisors reduced its Southwest Airlines (LUV) stake by 1.7% in Q3 2026, selling an estimated $5.48K and leaving 7,418 shares worth $309K. The position accounts for 0.06% of the portfolio, ranked #153.

Opal Wealth Advisors first reported a position in LUV in Q2 2024 and has held it in 10 quarters since. The position peaked at $388K in Q2 2026. 617 funds tracked by Wall St. Rank hold LUV as of Q3 2026.

  • Opal Wealth Advisors held 7,418 shares of Southwest Airlines worth $309K as of Q3 2026.
  • Opal Wealth Advisors sold 125 Southwest Airlines shares in Q3 2026, an estimated $5.48K.
  • Southwest Airlines made up 0.06% of Opal Wealth Advisors's portfolio in Q3 2026, its #153 holding.
  • Opal Wealth Advisors first reported a position in Southwest Airlines in Q2 2024 and has held it in 10 quarters since.
  • Opal Wealth Advisors's Southwest Airlines position peaked at $388K in Q2 2026.
  • 617 funds tracked by Wall St. Rank held Southwest Airlines as of Q3 2026.

Based on Opal Wealth Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.