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ORG Wealth Partners’s Southwest Airlines LUV Stock Holding History

ORG Wealth 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 		$1.8K Sell
35
-41
-54% -$1.72K ﹤0.01% 629
2026
Q1 		$2.86K Buy
76
+1
+1% +$45 ﹤0.01% 580
2025
Q4 		$3.14K Hold
75
– – ﹤0.01% 542
2025
Q3 		$2.42K Hold
75
– – ﹤0.01% 557
2025
Q2 		$2.53K Hold
75
– – ﹤0.01% 589
2025
Q1 		$2.39K Buy
+75
New +$2.38K ﹤0.01% 659

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Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
EIM
Elliott Investment Management West Palm Beach, Florida $22.7B AUM 59.88% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

ORG Wealth Partners's LUV Position: Q2 2026 in Review

ORG Wealth Partners reduced its Southwest Airlines (LUV) stake by 54% in Q2 2026, selling an estimated $1.72K and leaving 35 shares worth $1.8K. The position accounts for ﹤0.01% of the portfolio, ranked #629.

ORG Wealth Partners first reported a position in LUV in Q1 2025 and has held it in 6 quarters since. The position peaked at $3.14K in Q4 2025. 930 funds tracked by Wall St. Rank hold LUV as of Q2 2026.

  • ORG Wealth Partners held 35 shares of Southwest Airlines worth $1.8K as of Q2 2026.
  • ORG Wealth Partners sold 41 Southwest Airlines shares in Q2 2026, an estimated $1.72K.
  • Southwest Airlines made up ﹤0.01% of ORG Wealth Partners's portfolio in Q2 2026, its #629 holding.
  • ORG Wealth Partners first reported a position in Southwest Airlines in Q1 2025 and has held it in 6 quarters since.
  • ORG Wealth Partners's Southwest Airlines position peaked at $3.14K in Q4 2025.
  • 930 funds tracked by Wall St. Rank held Southwest Airlines as of Q2 2026.

Based on ORG Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.