Universal-Beteiligungs- und Servicegesellschaft’s Southwest Airlines LUV Stock Holding History

Universal-Beteiligungs- und Servicegesellschaft’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	$2.16M	Sell	42,036 -1,645	-4%	-$69.1K	﹤0.01%	1279
2026 Q1	$1.64M	Buy	43,681 +2,745	+7%	+$124K	﹤0.01%	1315
2025 Q4	$1.69M	Sell	40,936 -35,072	-46%	-$1.23M	﹤0.01%	1313
2025 Q3	$2.43M	Buy	76,008 +30,296	+66%	+$991K	﹤0.01%	1201
2025 Q2	$1.48M	Sell	45,712 -31,437	-41%	-$947K	﹤0.01%	1370
2025 Q1	$2.59M	Buy	77,149 +2,649	+4%	+$83.9K	0.01%	1061
2024 Q4	$2.5M	Buy	+74,500	New	+$2.38M	0.01%	853

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

CAM

Crake Asset Management London, United Kingdom $4.18B AUM 13.97% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

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

Universal-Beteiligungs- und Servicegesellschaft's LUV Position: Q2 2026 in Review

Universal-Beteiligungs- und Servicegesellschaft reduced its Southwest Airlines (LUV) stake by 3.8% in Q2 2026, selling an estimated $69.1K and leaving 42,036 shares worth $2.16M. The position accounts for ﹤0.01% of the portfolio, ranked #1279.

Universal-Beteiligungs- und Servicegesellschaft first reported a position in LUV in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.59M in Q1 2025. 657 funds tracked by Wall St. Rank hold LUV as of Q2 2026.

Universal-Beteiligungs- und Servicegesellschaft held 42,036 shares of Southwest Airlines worth $2.16M as of Q2 2026.
Universal-Beteiligungs- und Servicegesellschaft sold 1,645 Southwest Airlines shares in Q2 2026, an estimated $69.1K.
Southwest Airlines made up ﹤0.01% of Universal-Beteiligungs- und Servicegesellschaft's portfolio in Q2 2026, its #1279 holding.
Universal-Beteiligungs- und Servicegesellschaft first reported a position in Southwest Airlines in Q4 2024 and has held it in 7 quarters since.
Universal-Beteiligungs- und Servicegesellschaft's Southwest Airlines position peaked at $2.59M in Q1 2025.
657 funds tracked by Wall St. Rank held Southwest Airlines as of Q2 2026.

Based on Universal-Beteiligungs- und Servicegesellschaft's 13F filing for Q2 2026, filed 6 Aug 2026.