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Badgley Phelps Wealth Managers’s O'Reilly Automotive ORLY Stock Holding History

Badgley Phelps Wealth Managers’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 		$19.3M Buy
209,216
+2,163
+1% +$197K 0.34% 74
2026
Q1 		$19.1M Buy
207,053
+1,216
+0.6% +$114K 0.38% 73
2025
Q4 		$18.8M Buy
205,837
+3,867
+2% +$378K 0.34% 71
2025
Q3 		$21.8M Sell
201,970
-1,630
-0.8% -$164K 0.46% 57
2025
Q2 		$18.4M Sell
203,600
-3,175
-2% -$289K 0.41% 67
2025
Q1 		$19.7M Sell
206,775
-2,220
-1% -$193K 0.48% 60
2024
Q4 		$16.5M Buy
208,995
+270
+0.1% +$21.8K 0.39% 75
2024
Q3 		$16M Sell
208,725
-825
-0.4% -$60.6K 0.37% 80
2024
Q2 		$14.8M Sell
209,550
-4,605
-2% -$318K 0.37% 78
2024
Q1 		$16.1M Buy
214,155
+570
+0.3% +$39.9K 0.4% 79
2023
Q4 		$13.5M Buy
213,585
+1,980
+0.9% +$125K 0.37% 81
2023
Q3 		$12.8M Buy
211,605
+71,490
+51% +$4.48M 0.44% 73
2023
Q2 		$8.92M Buy
140,115
+5,115
+4% +$312K 0.29% 96
2023
Q1 		$7.64M Buy
+135,000
New +$7.4M 0.28% 102

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

Badgley Phelps Wealth Managers's ORLY Position: Q2 2026 in Review

Badgley Phelps Wealth Managers increased its O'Reilly Automotive (ORLY) stake by 1% in Q2 2026, buying an estimated $197K and bringing the position to 209,216 shares worth $19.3M. The position accounts for 0.34% of the portfolio, ranked #74.

Badgley Phelps Wealth Managers first reported a position in ORLY in Q1 2023 and has held it in 14 quarters since. The position peaked at $21.8M in Q3 2025. 1,662 funds tracked by Wall St. Rank hold ORLY as of Q2 2026.

  • Badgley Phelps Wealth Managers held 209,216 shares of O'Reilly Automotive worth $19.3M as of Q2 2026.
  • Badgley Phelps Wealth Managers bought 2,163 O'Reilly Automotive shares in Q2 2026, an estimated $197K.
  • O'Reilly Automotive made up 0.34% of Badgley Phelps Wealth Managers's portfolio in Q2 2026, its #74 holding.
  • Badgley Phelps Wealth Managers first reported a position in O'Reilly Automotive in Q1 2023 and has held it in 14 quarters since.
  • Badgley Phelps Wealth Managers's O'Reilly Automotive position peaked at $21.8M in Q3 2025.
  • 1,662 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q2 2026.

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