Wealth Enhancement Advisory Services
LUV icon

Wealth Enhancement Advisory Services’s Southwest Airlines LUV Stock Holding History

Wealth Enhancement Advisory Services’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 Buy
44,577
+7,654
+21% +$321K ﹤0.01% 1523
2026
Q1 		$1.39M Buy
36,923
+876
+2% +$39.6K ﹤0.01% 1597
2025
Q4 		$1.53M Buy
36,047
+1,026
+3% +$35.8K ﹤0.01% 1680
2025
Q3 		$1.13M Buy
35,021
+3,317
+10% +$108K ﹤0.01% 1771
2025
Q2 		$1.08M Buy
31,704
+6,028
+23% +$182K ﹤0.01% 1708
2025
Q1 		$862K Buy
25,676
+1,329
+5% +$42.1K ﹤0.01% 1678
2024
Q4 		$819K Buy
24,347
+691
+3% +$22K ﹤0.01% 1664
2024
Q3 		$701K Sell
23,656
-1,021
-4% -$28.3K ﹤0.01% 1602
2024
Q2 		$706K Buy
24,677
+287
+1% +$8.01K ﹤0.01% 1444
2024
Q1 		$712K Buy
24,390
+1,248
+5% +$38.6K ﹤0.01% 1390
2023
Q4 		$668K Sell
23,142
-4,066
-15% -$106K ﹤0.01% 1342
2023
Q3 		$737K Buy
+27,208
New +$888K ﹤0.01% 1227
2016
Q3 		– Sell
-31,168
Closed -$1.22M – 164
2016
Q2 		$1.22M Buy
31,168
+3,382
+12% +$145K 0.22% 94
2016
Q1 		$1.23M Buy
27,786
+4,379
+19% +$178K 0.25% 64
2015
Q4 		$1.01M Buy
23,407
+1,679
+8% +$74.4K 0.26% 74
2015
Q3 		$842K Buy
21,728
+3,774
+21% +$139K 0.26% 84
2015
Q2 		$594K Buy
17,954
+1,349
+8% +$52.8K 0.18% 112
2015
Q1 		$736K Buy
16,605
+2,009
+14% +$87.8K 0.28% 74
2014
Q4 		$618K Buy
+14,596
New +$545K 0.24% 75

Other funds holding LUV

FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
AF
Avanza Fonder Stockholm, Sweden $4.59B AUM 41.03% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
PWG
Portside Wealth Group Provo, Utah $858M AUM 26.82% 1-Year Est. Return

Wealth Enhancement Advisory Services's LUV Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Southwest Airlines (LUV) stake by 21% in Q2 2026, buying an estimated $321K and bringing the position to 44,577 shares worth $2.16M. The position accounts for ﹤0.01% of the portfolio, ranked #1523.

Wealth Enhancement Advisory Services first reported a position in LUV in Q4 2014 and has held it in 19 quarters since. 160 funds tracked by Wall St. Rank hold LUV as of Q2 2026.

  • Wealth Enhancement Advisory Services held 44,577 shares of Southwest Airlines worth $2.16M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 7,654 Southwest Airlines shares in Q2 2026, an estimated $321K.
  • Southwest Airlines made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1523 holding.
  • Wealth Enhancement Advisory Services first reported a position in Southwest Airlines in Q4 2014 and has held it in 19 quarters since.
  • 160 funds tracked by Wall St. Rank held Southwest Airlines as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.