SHWA
LUV icon

Safe Harbor Wealth Advisors’s Southwest Airlines LUV Stock Holding History

Safe Harbor 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
2025
Q4 		$268K Buy
+5,269
New +$184K 0.26% 81

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Primecap Management
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State Street
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BlackRock
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T. Rowe Price Associates
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Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return