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Rialto Wealth Management’s Southwest Airlines LUV Stock Holding History

Rialto Wealth Management’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 		$6.94K Buy
135
+51
+61% +$2.14K ﹤0.01% 639
2026
Q1 		$3.16K Buy
84
+20
+31% +$903 ﹤0.01% 710
2025
Q4 		$2.65K Buy
64
+11
+21% +$384 ﹤0.01% 647
2025
Q3 		$1.69K Buy
53
+11
+26% +$360 ﹤0.01% 718
2025
Q2 		$1.36K Buy
42
+24
+133% +$723 ﹤0.01% 724
2025
Q1 		$605 Buy
+18
New +$570 ﹤0.01% 735

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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

Rialto Wealth Management's LUV Position: Q2 2026 in Review

Rialto Wealth Management increased its Southwest Airlines (LUV) stake by 61% in Q2 2026, buying an estimated $2.14K and bringing the position to 135 shares worth $6.94K. The position accounts for ﹤0.01% of the portfolio, ranked #639.

Rialto Wealth Management first reported a position in LUV in Q1 2025 and has held it in 6 quarters since. 930 funds tracked by Wall St. Rank hold LUV as of Q2 2026.

  • Rialto Wealth Management held 135 shares of Southwest Airlines worth $6.94K as of Q2 2026.
  • Rialto Wealth Management bought 51 Southwest Airlines shares in Q2 2026, an estimated $2.14K.
  • Southwest Airlines made up ﹤0.01% of Rialto Wealth Management's portfolio in Q2 2026, its #639 holding.
  • Rialto Wealth Management first reported a position in Southwest Airlines in Q1 2025 and has held it in 6 quarters since.
  • 930 funds tracked by Wall St. Rank held Southwest Airlines as of Q2 2026.

Based on Rialto Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.