True Wealth Design
LUV icon

True Wealth Design’s Southwest Airlines LUV Stock Holding History

True Wealth Design’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 		$15.2K Buy
364
+144
+65% +$6.31K ﹤0.01% 919
2026
Q2 		$11.3K Buy
220
+77
+54% +$3.23K ﹤0.01% 1024
2026
Q1 		$5.37K Hold
143
– – ﹤0.01% 1185
2025
Q4 		$5.91K Sell
143
-1
-0.7% -$35 ﹤0.01% 1026
2025
Q3 		$4.6K Sell
144
-8
-5% -$262 ﹤0.01% 1110
2025
Q2 		$4.93K Sell
152
-54
-26% -$1.63K ﹤0.01% 807
2025
Q1 		$6.92K Buy
206
+70
+51% +$2.22K ﹤0.01% 580
2024
Q4 		$4.57K Buy
136
+5
+4% +$160 ﹤0.01% 550
2024
Q3 		$3.88K Sell
131
-1,987
-94% -$55K ﹤0.01% 622
2024
Q2 		$60.6K Buy
2,118
+2,003
+1,742% +$55.9K 0.02% 153
2024
Q1 		$3.36K Buy
115
+6
+6% +$186 ﹤0.01% 301
2023
Q4 		$3.15K Hold
109
– – ﹤0.01% 283
2023
Q3 		$2.95K Hold
109
– – ﹤0.01% 246
2023
Q2 		$3.95K Sell
109
-1,020
-90% -$32K ﹤0.01% 250
2023
Q1 		$36.7K Hold
1,129
– – 0.02% 178
2022
Q4 		$38K Buy
+1,129
New +$40.7K 0.02% 162

Other funds holding LUV

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
U.S. Global Investors (USGI)
U.S. Global Investors (USGI) San Antonio, Texas $1B AUM 32.31% 1-Year Est. Return
Sound Shore Management
Sound Shore Management Greenwich, Connecticut $3.2B AUM 19.02% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada $45.4B AUM 34.02% 1-Year Est. Return

True Wealth Design's LUV Position: Q3 2026 in Review

True Wealth Design increased its Southwest Airlines (LUV) stake by 65% in Q3 2026, buying an estimated $6.31K and bringing the position to 364 shares worth $15.2K. The position accounts for ﹤0.01% of the portfolio, ranked #919.

True Wealth Design first reported a position in LUV in Q4 2022 and has held it in 16 quarters since. The position peaked at $60.6K in Q2 2024. 536 funds tracked by Wall St. Rank hold LUV as of Q3 2026.

  • True Wealth Design held 364 shares of Southwest Airlines worth $15.2K as of Q3 2026.
  • True Wealth Design bought 144 Southwest Airlines shares in Q3 2026, an estimated $6.31K.
  • Southwest Airlines made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #919 holding.
  • True Wealth Design first reported a position in Southwest Airlines in Q4 2022 and has held it in 16 quarters since.
  • True Wealth Design's Southwest Airlines position peaked at $60.6K in Q2 2024.
  • 536 funds tracked by Wall St. Rank held Southwest Airlines as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.