Alpha Family Trust’s O'Reilly Automotive ORLY Stock Holding History

Alpha Family Trust’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	$483K	Hold	5,250	–	–	0.19%	84
2026 Q1	$485K	Hold	5,250	–	–	0.24%	74
2025 Q4	$479K	Hold	5,250	–	–	0.22%	81
2025 Q3	$566K	Hold	5,250	–	–	0.27%	71
2025 Q2	$473K	Hold	5,250	–	–	0.23%	79
2025 Q1	$501K	Hold	5,250	–	–	0.29%	65
2024 Q4	$415K	Hold	5,250	–	–	0.23%	69
2024 Q3	$403K	Hold	5,250	–	–	0.23%	78
2024 Q2	$370K	Hold	5,250	–	–	0.22%	80
2024 Q1	$395K	Hold	5,250	–	–	0.24%	74
2023 Q4	$333K	Hold	5,250	–	–	0.22%	85
2023 Q3	$318K	Hold	5,250	–	–	0.24%	81
2023 Q2	$334K	Hold	5,250	–	–	0.23%	70
2023 Q1	$297K	Hold	5,250	–	–	0.24%	79
2022 Q4	$295K	Buy	+5,250	New	+$282K	0.27%	79

Other funds holding ORLY

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Alpha Family Trust's ORLY Position: Q2 2026 in Review

Alpha Family Trust held its O'Reilly Automotive (ORLY) position steady in Q2 2026 at 5,250 shares worth $483K. The position accounts for 0.19% of the portfolio, ranked #84.

Alpha Family Trust first reported a position in ORLY in Q4 2022 and has held it in 15 quarters since. The position peaked at $566K in Q3 2025. 1,666 funds tracked by Wall St. Rank hold ORLY as of Q2 2026.

Alpha Family Trust held 5,250 shares of O'Reilly Automotive worth $483K as of Q2 2026.
Alpha Family Trust left its O'Reilly Automotive share count unchanged in Q2 2026.
O'Reilly Automotive made up 0.19% of Alpha Family Trust's portfolio in Q2 2026, its #84 holding.
Alpha Family Trust first reported a position in O'Reilly Automotive in Q4 2022 and has held it in 15 quarters since.
Alpha Family Trust's O'Reilly Automotive position peaked at $566K in Q3 2025.
1,666 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q2 2026.

Based on Alpha Family Trust's 13F filing for Q2 2026, filed 10 Aug 2026.