SW
LUV icon

Simplicity Wealth’s Southwest Airlines LUV Stock Holding History

Simplicity Wealth’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 		$324K Buy
+6,303
New +$265K 0.01% 805

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Vanguard Capital Management
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BlackRock
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State Street
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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

Simplicity Wealth's LUV Position: Q2 2026 in Review

Simplicity Wealth opened a new position in Southwest Airlines (LUV) in Q2 2026: 6,303 shares worth $324K. The stake represents 0.01% of the portfolio and ranks #805 among its holdings.

926 funds tracked by Wall St. Rank hold LUV as of Q2 2026.

  • Simplicity Wealth held 6,303 shares of Southwest Airlines worth $324K as of Q2 2026.
  • Southwest Airlines was a new Simplicity Wealth position in Q2 2026.
  • Southwest Airlines made up 0.01% of Simplicity Wealth's portfolio in Q2 2026, its #805 holding.
  • 926 funds tracked by Wall St. Rank held Southwest Airlines as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.