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Aegis Wealth Management (Iowa)’s O'Reilly Automotive ORLY Stock Holding History

Aegis Wealth Management (Iowa)’s Portfolio ORLY Stock Details ORLY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.08M Sell
22,589
-1,829
-7% -$167K 1.34% 15
2026
Q1 		$2.25M Buy
24,418
+4,377
+22% +$411K 1.77% 10
2025
Q4 		$1.83M Buy
+20,041
New +$1.96M 1.44% 13

Other funds holding ORLY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Aegis Wealth Management (Iowa)'s ORLY Position: Q2 2026 in Review

Aegis Wealth Management (Iowa) reduced its O'Reilly Automotive (ORLY) stake by 7.5% in Q2 2026, selling an estimated $167K and leaving 22,589 shares worth $2.08M. The position accounts for 1.34% of the portfolio, ranked #15.

Aegis Wealth Management (Iowa) first reported a position in ORLY in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.25M in Q1 2026. 1,658 funds tracked by Wall St. Rank hold ORLY as of Q2 2026.

  • Aegis Wealth Management (Iowa) held 22,589 shares of O'Reilly Automotive worth $2.08M as of Q2 2026.
  • Aegis Wealth Management (Iowa) sold 1,829 O'Reilly Automotive shares in Q2 2026, an estimated $167K.
  • O'Reilly Automotive made up 1.34% of Aegis Wealth Management (Iowa)'s portfolio in Q2 2026, its #15 holding.
  • Aegis Wealth Management (Iowa) first reported a position in O'Reilly Automotive in Q4 2025 and has held it in 3 quarters since.
  • Aegis Wealth Management (Iowa)'s O'Reilly Automotive position peaked at $2.25M in Q1 2026.
  • 1,658 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q2 2026.

Based on Aegis Wealth Management (Iowa)'s 13F filing for Q2 2026, filed 16 Jul 2026.