OA
LUV icon

Operose Advisors’s Southwest Airlines LUV Stock Holding History

Operose 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 		$15.4K Sell
300
-6
-2% -$252 ﹤0.01% 395
2026
Q1 		$11.5K Buy
306
+6
+2% +$271 ﹤0.01% 403
2025
Q4 		$12.4K Buy
+300
New +$10.5K ﹤0.01% 367

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

Operose Advisors's LUV Position: Q2 2026 in Review

Operose Advisors reduced its Southwest Airlines (LUV) stake by 2% in Q2 2026, selling an estimated $252 and leaving 300 shares worth $15.4K. The position accounts for ﹤0.01% of the portfolio, ranked #395.

Operose Advisors first reported a position in LUV in Q4 2025 and has held it in 3 quarters since. 926 funds tracked by Wall St. Rank hold LUV as of Q2 2026.

  • Operose Advisors held 300 shares of Southwest Airlines worth $15.4K as of Q2 2026.
  • Operose Advisors sold 6 Southwest Airlines shares in Q2 2026, an estimated $252.
  • Southwest Airlines made up ﹤0.01% of Operose Advisors's portfolio in Q2 2026, its #395 holding.
  • Operose Advisors first reported a position in Southwest Airlines in Q4 2025 and has held it in 3 quarters since.
  • 926 funds tracked by Wall St. Rank held Southwest Airlines as of Q2 2026.

Based on Operose Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.