Wealthspire Advisors (New York)’s Southwest Airlines LUV Stock Holding History

Wealthspire Advisors (New York)’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 Q1	$230K	Sell	6,114 -4,226	-41%	-$191K	﹤0.01%	809
2025 Q4	$427K	Buy	10,340 +4,574	+79%	+$160K	﹤0.01%	661
2025 Q3	$184K	Buy	+5,766	New	+$189K	﹤0.01%	821
2025 Q2	–	Sell	-6,253	Closed	-$210K	–	865
2025 Q1	$210K	Buy	6,253 +239	+4%	+$7.57K	﹤0.01%	731
2024 Q4	$202K	Sell	6,014 -790	-12%	-$25.2K	﹤0.01%	749
2024 Q3	$202K	Sell	6,804 -392	-5%	-$10.9K	﹤0.01%	713
2024 Q2	$206K	Buy	+7,196	New	+$201K	﹤0.01%	617
2024 Q1	–	Sell	-11,819	Closed	-$341K	–	660
2023 Q4	$341K	Buy	11,819 +2,475	+26%	+$64.4K	﹤0.01%	498
2023 Q3	$253K	Sell	9,344 -88	-0.9%	-$2.87K	﹤0.01%	517
2023 Q2	$342K	Hold	9,432	–	–	0.01%	443
2023 Q1	$307K	Buy	+9,432	New	+$321K	0.01%	436
2021 Q4	–	Sell	-4,022	Closed	-$207K	–	589
2021 Q3	$207K	Buy	+4,022	New	+$203K	﹤0.01%	545
2021 Q2	–	Sell	-7,980	Closed	-$487K	–	541
2021 Q1	$487K	Buy	7,980 +3,000	+60%	+$160K	0.01%	404
2020 Q4	$232K	Buy	+4,980	New	+$216K	0.01%	520
2019 Q1	–	Sell	-212	Closed	-$10K	–	480
2018 Q4	$10K	Buy	+212	New	+$11.3K	﹤0.01%	505

Other funds holding LUV

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

EIM

Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wealthspire Advisors (New York)'s LUV Position: Q1 2026 in Review

Wealthspire Advisors (New York) reduced its Southwest Airlines (LUV) stake by 41% in Q1 2026, selling an estimated $191K and leaving 6,114 shares worth $230K. The position accounts for ﹤0.01% of the portfolio, ranked #809.

Wealthspire Advisors (New York) first reported a position in LUV in Q4 2018 and has held it in 15 quarters since. The position peaked at $487K in Q1 2021. 868 funds tracked by Wall St. Rank hold LUV as of Q1 2026.

Wealthspire Advisors (New York) held 6,114 shares of Southwest Airlines worth $230K as of Q1 2026.
Wealthspire Advisors (New York) sold 4,226 Southwest Airlines shares in Q1 2026, an estimated $191K.
Southwest Airlines made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #809 holding.
Wealthspire Advisors (New York) first reported a position in Southwest Airlines in Q4 2018 and has held it in 15 quarters since.
Wealthspire Advisors (New York)'s Southwest Airlines position peaked at $487K in Q1 2021.
868 funds tracked by Wall St. Rank held Southwest Airlines as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.