Valeo Financial Advisors
LUV icon

Valeo Financial Advisors’s Southwest Airlines LUV Stock Holding History

Valeo Financial Advisors’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
2021
Q4 		– Sell
-400
Closed -$21K – 615
2021
Q3 		$21K Buy
+400
New +$20.2K ﹤0.01% 566

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Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
SteelPeak Wealth
SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Avanza Fonder
Avanza Fonder Stockholm, Sweden $5.23B AUM 33.79% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
GBFG
Gerald Baker Financial Group Arlington, Texas $354M AUM

Valeo Financial Advisors's LUV Position: Q3 2026 in Review

Valeo Financial Advisors reduced its Southwest Airlines (LUV) stake by 1.7% in Q3 2026, selling an estimated $7.19K and leaving 9,483 shares worth $395K. The position accounts for 0.01% of the portfolio, ranked #532.

Valeo Financial Advisors first reported a position in LUV in Q3 2017 and has held it in 37 quarters since. The position peaked at $1.07M in Q1 2022. 102 funds tracked by Wall St. Rank hold LUV as of Q3 2026.

  • Valeo Financial Advisors held 9,483 shares of Southwest Airlines worth $395K as of Q3 2026.
  • Valeo Financial Advisors sold 164 Southwest Airlines shares in Q3 2026, an estimated $7.19K.
  • Southwest Airlines made up 0.01% of Valeo Financial Advisors's portfolio in Q3 2026, its #532 holding.
  • Valeo Financial Advisors first reported a position in Southwest Airlines in Q3 2017 and has held it in 37 quarters since.
  • Valeo Financial Advisors's Southwest Airlines position peaked at $1.07M in Q1 2022.
  • 102 funds tracked by Wall St. Rank held Southwest Airlines as of Q3 2026.

Based on Valeo Financial Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.