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

Other funds holding LUV

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 Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Safe Harbor Wealth Advisors's LUV Position: Q4 2025 in Review

Safe Harbor Wealth Advisors opened a new position in Southwest Airlines (LUV) in Q4 2025: 5,269 shares worth $268K. The stake represents 0.26% of the portfolio and ranks #81 among its holdings.

849 funds tracked by Wall St. Rank hold LUV as of Q4 2025.

Safe Harbor Wealth Advisors held 5,269 shares of Southwest Airlines worth $268K as of Q4 2025.
Southwest Airlines was a new Safe Harbor Wealth Advisors position in Q4 2025.
Southwest Airlines made up 0.26% of Safe Harbor Wealth Advisors's portfolio in Q4 2025, its #81 holding.
849 funds tracked by Wall St. Rank held Southwest Airlines as of Q4 2025.

Based on Safe Harbor Wealth Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.