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Sequoia Financial Advisors’s Southwest Airlines LUV Stock Holding History

Sequoia Financial 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
2026
Q2 		$1.62M Sell
31,570
-7,054
-18% -$296K 0.01% 722
2026
Q1 		$1.45M Buy
38,624
+8,772
+29% +$396K 0.01% 732
2025
Q4 		$1.23M Buy
29,852
+8,643
+41% +$302K 0.01% 792
2025
Q3 		$677K Buy
21,209
+7,178
+51% +$235K ﹤0.01% 977
2025
Q2 		$455K Buy
14,031
+1,682
+14% +$50.7K ﹤0.01% 1050
2025
Q1 		$415K Sell
12,349
-1,272
-9% -$40.3K ﹤0.01% 927
2024
Q4 		$458K Buy
13,621
+1,124
+9% +$35.9K ﹤0.01% 840
2024
Q3 		$370K Buy
12,497
+1,700
+16% +$47.1K ﹤0.01% 875
2024
Q2 		$309K Buy
10,797
+510
+5% +$14.2K ﹤0.01% 881
2024
Q1 		$300K Sell
10,287
-4,911
-32% -$152K ﹤0.01% 862
2023
Q4 		$439K Buy
+15,198
New +$395K 0.01% 779
2023
Q2 		– Sell
-7,389
Closed -$240K – 985
2023
Q1 		$240K Buy
7,389
+67
+0.9% +$2.28K 0.01% 706
2022
Q4 		$247K Buy
+7,322
New +$264K 0.01% 652
2022
Q2 		– Sell
-6,857
Closed -$314K – 644
2022
Q1 		$314K Buy
6,857
+648
+10% +$28.5K 0.01% 488
2021
Q4 		$266K Buy
+6,209
New +$291K 0.01% 469
2021
Q3 		– Sell
-9,575
Closed -$508K – 364
2021
Q2 		$508K Buy
9,575
+75
+0.8% +$4.5K 0.02% 279
2021
Q1 		$580K Buy
9,500
+227
+2% +$12.1K 0.02% 240
2020
Q4 		$432K Buy
9,273
+1,998
+27% +$86.6K 0.02% 270
2020
Q3 		$273K Buy
7,275
+115
+2% +$4.09K 0.01% 310
2020
Q2 		$245K Buy
+7,160
New +$228K 0.01% 317

Other funds holding LUV

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
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 $3.38T AUM 44.17% 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

Sequoia Financial Advisors's LUV Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its Southwest Airlines (LUV) stake by 18% in Q2 2026, selling an estimated $296K and leaving 31,570 shares worth $1.62M. The position accounts for 0.01% of the portfolio, ranked #722.

Sequoia Financial Advisors first reported a position in LUV in Q2 2020 and has held it in 20 quarters since. 933 funds tracked by Wall St. Rank hold LUV as of Q2 2026.

  • Sequoia Financial Advisors held 31,570 shares of Southwest Airlines worth $1.62M as of Q2 2026.
  • Sequoia Financial Advisors sold 7,054 Southwest Airlines shares in Q2 2026, an estimated $296K.
  • Southwest Airlines made up 0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #722 holding.
  • Sequoia Financial Advisors first reported a position in Southwest Airlines in Q2 2020 and has held it in 20 quarters since.
  • 933 funds tracked by Wall St. Rank held Southwest Airlines as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.