SWGC
LUV icon

Summit Wealth Group (Colorado)’s Southwest Airlines LUV Stock Holding History

Summit Wealth Group (Colorado)’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 		– Sell
-3,424
Closed -$206K – 374
2025
Q3 		$206K Buy
+3,424
New +$112K 0.03% 258

Other funds holding LUV

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EIM
Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Summit Wealth Group (Colorado)'s LUV Position: Q4 2025 in Review

Summit Wealth Group (Colorado) sold out of Southwest Airlines (LUV) in Q4 2025, closing a stake of 3,424 shares — an estimated $206K sold.

Summit Wealth Group (Colorado) first reported a position in LUV in Q3 2025 and held it in 1 quarter. The position peaked at $206K in Q3 2025. 849 funds tracked by Wall St. Rank hold LUV as of Q4 2025.

  • Summit Wealth Group (Colorado) reported no remaining Southwest Airlines position as of Q4 2025 after selling out during the quarter.
  • Summit Wealth Group (Colorado) sold 3,424 Southwest Airlines shares in Q4 2025, an estimated $206K.
  • Summit Wealth Group (Colorado) first reported a position in Southwest Airlines in Q3 2025 and held it in 1 quarter.
  • Summit Wealth Group (Colorado)'s Southwest Airlines position peaked at $206K in Q3 2025.
  • 849 funds tracked by Wall St. Rank held Southwest Airlines as of Q4 2025.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q4 2025, filed 4 Feb 2026.