StackStone Wealth’s Southwest Airlines LUV Stock Holding History

StackStone 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 Q3	$1.04M	Buy	+24,909	New	+$1.09M	0.1%	177

Other funds holding LUV

U.S. Global Investors (USGI) San Antonio, Texas $1B AUM 32.31% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return

Oppenheimer Asset Management New York $9.5B AUM 23.46% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

StackStone Wealth's LUV Position: Q3 2026 in Review

StackStone Wealth opened a new position in Southwest Airlines (LUV) in Q3 2026: 24,909 shares worth $1.04M. The stake represents 0.1% of the portfolio and ranks #177 among its holdings.

285 funds tracked by Wall St. Rank hold LUV as of Q3 2026.

StackStone Wealth held 24,909 shares of Southwest Airlines worth $1.04M as of Q3 2026.
Southwest Airlines was a new StackStone Wealth position in Q3 2026.
Southwest Airlines made up 0.1% of StackStone Wealth's portfolio in Q3 2026, its #177 holding.
285 funds tracked by Wall St. Rank held Southwest Airlines as of Q3 2026.

Based on StackStone Wealth's 13F filing for Q3 2026, filed 19 Oct 2026.