Physician Wealth Advisors’s Southwest Airlines LUV Stock Holding History

Physician 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	$15.5K	Buy	301 +69	+30%	+$2.9K	﹤0.01%	751
2026 Q1	$8.72K	Buy	232 +93	+67%	+$4.2K	﹤0.01%	838
2025 Q4	$5.75K	Buy	139 +23	+20%	+$803	﹤0.01%	937
2025 Q3	$3.7K	Buy	+116	New	+$3.79K	﹤0.01%	1012
2025 Q2	–	Sell	-19	Closed	-$639	–	1903
2025 Q1	$639	Buy	+19	New	+$602	﹤0.01%	1317

Other funds holding LUV

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

USGIU

U.S. Global Investors (USGI) San Antonio, Texas $1.04B AUM 73.31% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

CPC

Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

Calamos Advisors Naperville, Illinois $30.1B AUM 30.03% 1-Year Est. Return

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

Physician Wealth Advisors increased its Southwest Airlines (LUV) stake by 30% in Q2 2026, buying an estimated $2.9K and bringing the position to 301 shares worth $15.5K. The position accounts for ﹤0.01% of the portfolio, ranked #751.

Physician Wealth Advisors first reported a position in LUV in Q1 2025 and has held it in 5 quarters since. 405 funds tracked by Wall St. Rank hold LUV as of Q2 2026.

Physician Wealth Advisors held 301 shares of Southwest Airlines worth $15.5K as of Q2 2026.
Physician Wealth Advisors bought 69 Southwest Airlines shares in Q2 2026, an estimated $2.9K.
Southwest Airlines made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #751 holding.
Physician Wealth Advisors first reported a position in Southwest Airlines in Q1 2025 and has held it in 5 quarters since.
405 funds tracked by Wall St. Rank held Southwest Airlines as of Q2 2026.

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