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Bartlett & Co Wealth Management’s O'Reilly Automotive ORLY Stock Holding History

Bartlett & Co Wealth Management’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 		$25.6M Buy
278,422
+20,050
+8% +$1.83M 0.32% 63
2026
Q1 		$24.3M Buy
258,372
+254,999
+7,560% +$23.9M 0.31% 64
2025
Q4 		$308K Buy
3,373
+174
+5% +$17K ﹤0.01% 402
2025
Q3 		$345K Buy
3,199
+571
+22% +$57.4K ﹤0.01% 384
2025
Q2 		$237K Sell
2,628
-162
-6% -$14.8K ﹤0.01% 424
2025
Q1 		$266K Buy
2,790
+480
+21% +$41.8K ﹤0.01% 413
2024
Q4 		$183K Sell
2,310
-15
-0.6% -$1.21K ﹤0.01% 455
2024
Q3 		$178K Hold
2,325
– – ﹤0.01% 460
2024
Q2 		$164K Buy
2,325
+1,590
+216% +$110K ﹤0.01% 461
2024
Q1 		$55.3K Hold
735
– – ﹤0.01% 647
2023
Q4 		$46.1K Buy
735
+45
+7% +$2.84K ﹤0.01% 719
2023
Q3 		$41.8K Sell
690
-1,485
-68% -$93.1K ﹤0.01% 688
2023
Q2 		$139K Hold
2,175
– – ﹤0.01% 501
2023
Q1 		$123K Hold
2,175
– – ﹤0.01% 437
2022
Q4 		$122K Sell
2,175
-660
-23% -$35.5K ﹤0.01% 444
2022
Q3 		$133K Sell
2,835
-195
-6% -$9.09K ﹤0.01% 426
2022
Q2 		$128K Buy
3,030
+630
+26% +$27.1K ﹤0.01% 426
2022
Q1 		$110K Buy
+2,400
New +$107K ﹤0.01% 475
2021
Q4 		– Sell
-2,400
Closed -$97.8K – 728
2021
Q3 		$97.8K Sell
2,400
-75
-3% -$3K ﹤0.01% 413
2021
Q2 		$93.4K Hold
2,475
– – ﹤0.01% 418
2021
Q1 		$83.7K Hold
2,475
– – ﹤0.01% 454
2020
Q4 		$74.7K Sell
2,475
-450
-15% -$13.6K ﹤0.01% 468
2020
Q3 		$89.9K Buy
+2,925
New +$88.9K ﹤0.01% 398
2019
Q3 		– Sell
-75
Closed -$1.85K – 921
2019
Q2 		$1.85K Buy
75
+15
+25% +$380 ﹤0.01% 680
2019
Q1 		$1.55K Buy
+60
New +$1.45K ﹤0.01% 656

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
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return

Bartlett & Co Wealth Management's ORLY Position: Q2 2026 in Review

Bartlett & Co Wealth Management increased its O'Reilly Automotive (ORLY) stake by 7.8% in Q2 2026, buying an estimated $1.83M and bringing the position to 278,422 shares worth $25.6M. The position accounts for 0.32% of the portfolio, ranked #63.

Bartlett & Co Wealth Management first reported a position in ORLY in Q1 2019 and has held it in 25 quarters since. 1,658 funds tracked by Wall St. Rank hold ORLY as of Q2 2026.

  • Bartlett & Co Wealth Management held 278,422 shares of O'Reilly Automotive worth $25.6M as of Q2 2026.
  • Bartlett & Co Wealth Management bought 20,050 O'Reilly Automotive shares in Q2 2026, an estimated $1.83M.
  • O'Reilly Automotive made up 0.32% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #63 holding.
  • Bartlett & Co Wealth Management first reported a position in O'Reilly Automotive in Q1 2019 and has held it in 25 quarters since.
  • 1,658 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q2 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.