Planning Strategies Inc.’s Southwest Airlines LUV Stock Holding History

Planning Strategies Inc.’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	$1.85K	Buy	+36	New	+$1.51K	﹤0.01%	610

Other funds holding LUV

USGIU

U.S. Global Investors (USGI) San Antonio, Texas $1.04B AUM 73.31% 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

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

MIF

Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Planning Strategies Inc.'s LUV Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in Southwest Airlines (LUV) in Q2 2026: 36 shares worth $1.85K. The stake represents ﹤0.01% of the portfolio and ranks #610 among its holdings.

321 funds tracked by Wall St. Rank hold LUV as of Q2 2026.

Planning Strategies Inc. held 36 shares of Southwest Airlines worth $1.85K as of Q2 2026.
Southwest Airlines was a new Planning Strategies Inc. position in Q2 2026.
Southwest Airlines made up ﹤0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #610 holding.
321 funds tracked by Wall St. Rank held Southwest Airlines as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.