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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

Other funds holding LUV

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
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
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CPC
Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Valeo Financial Advisors's LUV Position: Q2 2026 in Review

Valeo Financial Advisors increased its Southwest Airlines (LUV) stake by 22% in Q2 2026, buying an estimated $72.5K and bringing the position to 9,647 shares worth $496K. The position accounts for 0.01% of the portfolio, ranked #453.

Valeo Financial Advisors first reported a position in LUV in Q3 2017 and has held it in 36 quarters since. The position peaked at $1.07M in Q1 2022. 448 funds tracked by Wall St. Rank hold LUV as of Q2 2026.

  • Valeo Financial Advisors held 9,647 shares of Southwest Airlines worth $496K as of Q2 2026.
  • Valeo Financial Advisors bought 1,727 Southwest Airlines shares in Q2 2026, an estimated $72.5K.
  • Southwest Airlines made up 0.01% of Valeo Financial Advisors's portfolio in Q2 2026, its #453 holding.
  • Valeo Financial Advisors first reported a position in Southwest Airlines in Q3 2017 and has held it in 36 quarters since.
  • Valeo Financial Advisors's Southwest Airlines position peaked at $1.07M in Q1 2022.
  • 448 funds tracked by Wall St. Rank held Southwest Airlines as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.