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Triad Wealth Partners’s Southwest Airlines LUV Stock Holding History

Triad Wealth Partners’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
Q1 		$235K Buy
+6,264
New +$283K 0.02% 439
2024
Q3 		– Sell
-235
Closed -$6.72K – 540
2024
Q2 		$6.72K Buy
+235
New +$6.56K ﹤0.01% 508

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EIM
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BlackRock
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VPM
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T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
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Triad Wealth Partners's LUV Position: Q1 2026 in Review

Triad Wealth Partners opened a new position in Southwest Airlines (LUV) in Q1 2026: 6,264 shares worth $235K. The stake represents 0.02% of the portfolio and ranks #439 among its holdings. This is a return to the name: Triad Wealth Partners previously reported a position in LUV as recently as Q2 2024.

Triad Wealth Partners first reported a position in LUV in Q2 2024 and has held it in 2 quarters since. 864 funds tracked by Wall St. Rank hold LUV as of Q1 2026.

  • Triad Wealth Partners held 6,264 shares of Southwest Airlines worth $235K as of Q1 2026.
  • Southwest Airlines was a new Triad Wealth Partners position in Q1 2026.
  • Southwest Airlines made up 0.02% of Triad Wealth Partners's portfolio in Q1 2026, its #439 holding.
  • Triad Wealth Partners first reported a position in Southwest Airlines in Q2 2024 and has held it in 2 quarters since.
  • 864 funds tracked by Wall St. Rank held Southwest Airlines as of Q1 2026.

Based on Triad Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.