Wealthcare Advisory Partners’s Southwest Airlines LUV Stock Holding History

Wealthcare Advisory Partners’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	$232K	Buy	+4,513	New	+$190K	﹤0.01%	983
2021 Q2	–	Sell	-3,208	Closed	-$196K	–	1296
2021 Q1	$196K	Buy	+3,208	New	+$171K	0.01%	486
2020 Q2	–	Sell	-720	Closed	-$26K	–	926
2020 Q1	$26K	Sell	720 -295	-29%	-$14.6K	﹤0.01%	664
2019 Q4	$55K	Hold	1,015	–	–	0.01%	528
2019 Q3	$55K	Sell	1,015 -649	-39%	-$33.9K	0.01%	508
2019 Q2	$85K	Sell	1,664 -73	-4%	-$3.78K	0.01%	411
2019 Q1	$90K	Buy	1,737 +755	+77%	+$39.8K	0.02%	351
2018 Q4	$46K	Hold	982	–	–	0.01%	441
2018 Q3	$61K	Sell	982 -1,243	-56%	-$72.7K	0.01%	426
2018 Q2	$113K	Buy	2,225 +505	+29%	+$26.6K	0.02%	305
2018 Q1	$99K	Sell	1,720 -109	-6%	-$6.55K	0.02%	278
2017 Q4	$120K	Buy	1,829 +254	+16%	+$14.9K	0.03%	232
2017 Q3	$88K	Buy	+1,575	New	+$88.4K	0.03%	230

Other funds holding LUV

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

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 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

Avanza Fonder Stockholm, Sweden $4.59B AUM 41.03% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

PWG

Portside Wealth Group Provo, Utah $858M AUM 26.82% 1-Year Est. Return

Wealthcare Advisory Partners's LUV Position: Q2 2026 in Review

Wealthcare Advisory Partners opened a new position in Southwest Airlines (LUV) in Q2 2026: 4,513 shares worth $232K. The stake represents ﹤0.01% of the portfolio and ranks #983 among its holdings. This is a return to the name: Wealthcare Advisory Partners previously reported a position in LUV as recently as Q1 2021.

Wealthcare Advisory Partners first reported a position in LUV in Q3 2017 and has held it in 13 quarters since. 123 funds tracked by Wall St. Rank hold LUV as of Q2 2026.

Wealthcare Advisory Partners held 4,513 shares of Southwest Airlines worth $232K as of Q2 2026.
Southwest Airlines was a new Wealthcare Advisory Partners position in Q2 2026.
Southwest Airlines made up ﹤0.01% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #983 holding.
Wealthcare Advisory Partners first reported a position in Southwest Airlines in Q3 2017 and has held it in 13 quarters since.
123 funds tracked by Wall St. Rank held Southwest Airlines as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.