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Rise Advisors’s Southwest Airlines LUV Stock Holding History

Rise 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
2025
Q4 		– Sell
-426
Closed -$13.6K – 870
2025
Q3 		$13.6K Buy
426
+4
+0.9% +$131 ﹤0.01% 822
2025
Q2 		$13.7K Buy
422
+3
+0.7% +$90 0.01% 798
2025
Q1 		$14.1K Sell
419
-136
-25% -$4.31K 0.01% 746
2024
Q4 		$18.7K Sell
555
-21
-4% -$670 0.01% 706
2024
Q3 		$17.1K Buy
576
+7
+1% +$194 0.01% 789
2024
Q2 		$16.3K Sell
569
-145
-20% -$4.04K 0.01% 779
2024
Q1 		$20.8K Buy
714
+528
+284% +$16.3K 0.01% 623
2023
Q4 		$5.38K Hold
186
– – ﹤0.01% 372
2023
Q3 		$5.04K Sell
186
-43
-19% -$1.4K ﹤0.01% 377
2023
Q2 		$8.29K Hold
229
– – 0.01% 362
2023
Q1 		$7.45K Buy
229
+3
+1% +$102 0.01% 404
2022
Q4 		$7.62K Hold
226
– – 0.01% 390
2022
Q3 		$7K Hold
226
– – 0.01% 394
2022
Q2 		$8K Hold
226
– – 0.01% 374
2022
Q1 		$10K Hold
226
– – 0.01% 327
2021
Q4 		$9.7K Buy
+226
New +$10.6K 0.01% 328

Other funds holding LUV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EIM
Elliott Investment Management West Palm Beach, Florida $22.7B AUM 59.88% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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

Rise Advisors's LUV Position: Q4 2025 in Review

Rise Advisors sold out of Southwest Airlines (LUV) in Q4 2025, closing a stake of 426 shares — an estimated $13.6K sold.

Rise Advisors first reported a position in LUV in Q4 2021 and held it in 16 quarters. The position peaked at $20.8K in Q1 2024. 851 funds tracked by Wall St. Rank hold LUV as of Q4 2025.

  • Rise Advisors reported no remaining Southwest Airlines position as of Q4 2025 after selling out during the quarter.
  • Rise Advisors sold 426 Southwest Airlines shares in Q4 2025, an estimated $13.6K.
  • Rise Advisors first reported a position in Southwest Airlines in Q4 2021 and held it in 16 quarters.
  • Rise Advisors's Southwest Airlines position peaked at $20.8K in Q1 2024.
  • 851 funds tracked by Wall St. Rank held Southwest Airlines as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.