SAG
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SageView Advisory Group’s Southwest Airlines LUV Stock Holding History

SageView Advisory Group’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
Q1 		– Sell
-1,256
Closed -$51.9K – 1654
2025
Q4 		$51.9K Buy
+1,256
New +$43.9K ﹤0.01% 1061

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Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
EIM
Elliott Investment Management West Palm Beach, Florida $22.7B AUM 59.88% 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
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

SageView Advisory Group's LUV Position: Q1 2026 in Review

SageView Advisory Group sold out of Southwest Airlines (LUV) in Q1 2026, closing a stake of 1,256 shares — an estimated $51.9K sold.

SageView Advisory Group first reported a position in LUV in Q4 2025 and held it in 1 quarter. The position peaked at $51.9K in Q4 2025. 871 funds tracked by Wall St. Rank hold LUV as of Q1 2026.

  • SageView Advisory Group reported no remaining Southwest Airlines position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 1,256 Southwest Airlines shares in Q1 2026, an estimated $51.9K.
  • SageView Advisory Group first reported a position in Southwest Airlines in Q4 2025 and held it in 1 quarter.
  • SageView Advisory Group's Southwest Airlines position peaked at $51.9K in Q4 2025.
  • 871 funds tracked by Wall St. Rank held Southwest Airlines as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.