ORG Wealth Partners
LUV icon

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
Q3 		$325K Buy
7,812
+7,777
+22,220% +$341K 0.05% 215
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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Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
First Trust Advisors
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UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
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Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

ORG Wealth Partners's LUV Position: Q3 2026 in Review

ORG Wealth Partners increased its Southwest Airlines (LUV) stake by 22,220% in Q3 2026, buying an estimated $341K and bringing the position to 7,812 shares worth $325K. The position accounts for 0.05% of the portfolio, ranked #215.

ORG Wealth Partners first reported a position in LUV in Q1 2025 and has held it in 7 quarters since. 617 funds tracked by Wall St. Rank hold LUV as of Q3 2026.

  • ORG Wealth Partners held 7,812 shares of Southwest Airlines worth $325K as of Q3 2026.
  • ORG Wealth Partners bought 7,777 Southwest Airlines shares in Q3 2026, an estimated $341K.
  • Southwest Airlines made up 0.05% of ORG Wealth Partners's portfolio in Q3 2026, its #215 holding.
  • ORG Wealth Partners first reported a position in Southwest Airlines in Q1 2025 and has held it in 7 quarters since.
  • 617 funds tracked by Wall St. Rank held Southwest Airlines as of Q3 2026.

Based on ORG Wealth Partners's 13F filing for Q3 2026, filed 3 Nov 2026.