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Blue Zone Wealth Advisors’s O'Reilly Automotive ORLY Stock Holding History

Blue Zone Wealth Advisors’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 		$6.55M Sell
71,094
-706
-1% -$64.4K 1.14% 25
2026
Q1 		$6.63M Buy
71,800
+163
+0.2% +$15.3K 1.35% 22
2025
Q4 		$6.53M Buy
71,637
+739
+1% +$72.2K 1.25% 33
2025
Q3 		$7.64M Buy
70,898
+1,926
+3% +$194K 1.53% 21
2025
Q2 		$6.22M Buy
68,972
+1,697
+3% +$155K 1.55% 27
2025
Q1 		$6.43M Buy
67,275
+5,835
+9% +$508K 1.79% 20
2024
Q4 		$4.86M Buy
61,440
+2,355
+4% +$190K 1.4% 27
2024
Q3 		$4.54M Buy
59,085
+3,000
+5% +$220K 1.41% 32
2024
Q2 		$3.95M Buy
56,085
+75
+0.1% +$5.18K 1.36% 33
2024
Q1 		$4.22M Buy
56,010
+1,860
+3% +$130K 1.45% 32
2023
Q4 		$3.43M Buy
54,150
+2,475
+5% +$156K 1.37% 35
2023
Q3 		$3.13M Buy
51,675
+1,920
+4% +$120K 1.37% 37
2023
Q2 		$3.17M Buy
+49,755
New +$3.04M 1.46% 30

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

Blue Zone Wealth Advisors's ORLY Position: Q2 2026 in Review

Blue Zone Wealth Advisors reduced its O'Reilly Automotive (ORLY) stake by 0.98% in Q2 2026, selling an estimated $64.4K and leaving 71,094 shares worth $6.55M. The position accounts for 1.14% of the portfolio, ranked #25.

Blue Zone Wealth Advisors first reported a position in ORLY in Q2 2023 and has held it in 13 quarters since. The position peaked at $7.64M in Q3 2025. 1,658 funds tracked by Wall St. Rank hold ORLY as of Q2 2026.

  • Blue Zone Wealth Advisors held 71,094 shares of O'Reilly Automotive worth $6.55M as of Q2 2026.
  • Blue Zone Wealth Advisors sold 706 O'Reilly Automotive shares in Q2 2026, an estimated $64.4K.
  • O'Reilly Automotive made up 1.14% of Blue Zone Wealth Advisors's portfolio in Q2 2026, its #25 holding.
  • Blue Zone Wealth Advisors first reported a position in O'Reilly Automotive in Q2 2023 and has held it in 13 quarters since.
  • Blue Zone Wealth Advisors's O'Reilly Automotive position peaked at $7.64M in Q3 2025.
  • 1,658 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q2 2026.

Based on Blue Zone Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.