Avion Wealth’s O'Reilly Automotive ORLY Stock Holding History

Avion Wealth’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	$22K	Sell	242 -13	-5%	-$1.19K	﹤0.01%	375
2026 Q1	$23K	Sell	255 -5	-2%	-$469	﹤0.01%	312
2025 Q4	$23K	Sell	260 -12	-4%	-$1.17K	﹤0.01%	321
2025 Q3	$29K	Buy	272 +44	+19%	+$4.42K	0.01%	284
2025 Q2	$20K	Buy	228 +18	+9%	+$1.64K	﹤0.01%	312
2025 Q1	$16K	Hold	210	–	–	﹤0.01%	323
2024 Q4	$16K	Hold	210	–	–	﹤0.01%	323
2024 Q3	$16K	Hold	210	–	–	﹤0.01%	293
2024 Q2	$14K	Buy	210 +60	+40%	+$4.15K	﹤0.01%	280
2024 Q1	$12K	Hold	150	–	–	﹤0.01%	285
2023 Q4	$10K	Buy	150 +15	+11%	+$948	﹤0.01%	286
2023 Q3	$7K	Buy	135 +30	+29%	+$1.88K	﹤0.01%	313
2023 Q2	$5K	Buy	105 +60	+133%	+$3.66K	﹤0.01%	362
2023 Q1	$2K	Buy	45 +15	+50%	+$822	﹤0.01%	393
2022 Q4	$1K	Hold	30	–	–	﹤0.01%	434
2022 Q3	$1K	Hold	30	–	–	﹤0.01%	475
2022 Q2	$1K	Hold	30	–	–	﹤0.01%	474
2022 Q1	$1K	Hold	30	–	–	﹤0.01%	374
2021 Q4	$1K	Hold	30	–	–	﹤0.01%	383
2021 Q3	$1K	Hold	30	–	–	﹤0.01%	363
2021 Q2	$1K	Hold	30	–	–	﹤0.01%	350
2021 Q1	$1K	Hold	30	–	–	﹤0.01%	333
2020 Q4	$1K	Buy	+30	New	+$906	﹤0.01%	340

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 $3.37T AUM 44.26% 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

Avion Wealth's ORLY Position: Q2 2026 in Review

Avion Wealth reduced its O'Reilly Automotive (ORLY) stake by 5.1% in Q2 2026, selling an estimated $1.19K and leaving 242 shares worth $22K. The position accounts for ﹤0.01% of the portfolio, ranked #375.

Avion Wealth first reported a position in ORLY in Q4 2020 and has held it in 23 quarters since. The position peaked at $29K in Q3 2025. 1,658 funds tracked by Wall St. Rank hold ORLY as of Q2 2026.

Avion Wealth held 242 shares of O'Reilly Automotive worth $22K as of Q2 2026.
Avion Wealth sold 13 O'Reilly Automotive shares in Q2 2026, an estimated $1.19K.
O'Reilly Automotive made up ﹤0.01% of Avion Wealth's portfolio in Q2 2026, its #375 holding.
Avion Wealth first reported a position in O'Reilly Automotive in Q4 2020 and has held it in 23 quarters since.
Avion Wealth's O'Reilly Automotive position peaked at $29K in Q3 2025.
1,658 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.