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Birchwood Financial Partners’s O'Reilly Automotive ORLY Stock Holding History

Birchwood Financial Partners’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 		$52.5K Hold
570
– – 0.04% 164
2026
Q1 		$52.6K Hold
570
– – 0.05% 158
2025
Q4 		$52K Buy
+570
New +$55.7K 0.05% 159

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 $3.38T AUM 44.17% 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

Birchwood Financial Partners's ORLY Position: Q2 2026 in Review

Birchwood Financial Partners held its O'Reilly Automotive (ORLY) position steady in Q2 2026 at 570 shares worth $52.5K. The position accounts for 0.04% of the portfolio, ranked #164.

Birchwood Financial Partners first reported a position in ORLY in Q4 2025 and has held it in 3 quarters since. The position peaked at $52.6K in Q1 2026. 1,666 funds tracked by Wall St. Rank hold ORLY as of Q2 2026.

  • Birchwood Financial Partners held 570 shares of O'Reilly Automotive worth $52.5K as of Q2 2026.
  • Birchwood Financial Partners left its O'Reilly Automotive share count unchanged in Q2 2026.
  • O'Reilly Automotive made up 0.04% of Birchwood Financial Partners's portfolio in Q2 2026, its #164 holding.
  • Birchwood Financial Partners first reported a position in O'Reilly Automotive in Q4 2025 and has held it in 3 quarters since.
  • Birchwood Financial Partners's O'Reilly Automotive position peaked at $52.6K in Q1 2026.
  • 1,666 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q2 2026.

Based on Birchwood Financial Partners's 13F filing for Q2 2026, filed 6 Aug 2026.