Third View Private Wealth’s Southwest Airlines LUV Stock Holding History

Third View Private 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	$469K	Buy	9,122 +1,878	+26%	+$78.9K	0.06%	191
2026 Q1	$272K	Buy	7,244 +1,918	+36%	+$86.6K	0.04%	243
2025 Q4	$220K	Buy	+5,326	New	+$186K	0.03%	259

Other funds holding LUV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

USGIU

U.S. Global Investors (USGI) San Antonio, Texas $1.04B AUM 73.31% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Third View Private Wealth's LUV Position: Q2 2026 in Review

Third View Private Wealth increased its Southwest Airlines (LUV) stake by 26% in Q2 2026, buying an estimated $78.9K and bringing the position to 9,122 shares worth $469K. The position accounts for 0.06% of the portfolio, ranked #191.

Third View Private Wealth first reported a position in LUV in Q4 2025 and has held it in 3 quarters since. 503 funds tracked by Wall St. Rank hold LUV as of Q2 2026.

Third View Private Wealth held 9,122 shares of Southwest Airlines worth $469K as of Q2 2026.
Third View Private Wealth bought 1,878 Southwest Airlines shares in Q2 2026, an estimated $78.9K.
Southwest Airlines made up 0.06% of Third View Private Wealth's portfolio in Q2 2026, its #191 holding.
Third View Private Wealth first reported a position in Southwest Airlines in Q4 2025 and has held it in 3 quarters since.
503 funds tracked by Wall St. Rank held Southwest Airlines as of Q2 2026.

Based on Third View Private Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.