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Bogart Wealth LLC’s O'Reilly Automotive ORLY Stock Holding History

Bogart Wealth LLC’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 		$22.3K Sell
242
-3
-1% -$274 ﹤0.01% 772
2026
Q1 		$22.6K Buy
245
+41
+20% +$3.85K ﹤0.01% 687
2025
Q4 		$18.6K Buy
204
+2
+1% +$195 ﹤0.01% 705
2025
Q3 		$21.8K Buy
202
+7
+4% +$704 ﹤0.01% 640
2025
Q2 		$17.6K Hold
195
– – ﹤0.01% 661
2025
Q1 		$18.6K Hold
195
– – ﹤0.01% 603
2024
Q4 		$15.4K Buy
195
+75
+63% +$6.05K ﹤0.01% 642
2024
Q3 		$9.21K Hold
120
– – ﹤0.01% 711
2024
Q2 		$8.45K Hold
120
– – ﹤0.01% 701
2024
Q1 		$9.03K Buy
120
+15
+14% +$1.05K ﹤0.01% 667
2023
Q4 		$6.65K Hold
105
– – ﹤0.01% 697
2023
Q3 		$6.36K Hold
105
– – ﹤0.01% 673
2023
Q2 		$6.69K Hold
105
– – ﹤0.01% 649
2023
Q1 		$5.94K Sell
105
-75
-42% -$4.11K ﹤0.01% 676
2022
Q4 		$10.1K Buy
180
+45
+33% +$2.42K ﹤0.01% 542
2022
Q3 		$6K Buy
+135
New +$6.29K ﹤0.01% 659
2019
Q4 		– Sell
-555
Closed -$15.9K – 401
2019
Q3 		$15K Buy
555
+45
+9% +$1.16K 0.01% 229
2019
Q2 		$12K Buy
510
+15
+3% +$380 0.01% 231
2019
Q1 		$12K Hold
495
– – 0.01% 232
2018
Q4 		$11K Buy
495
+60
+14% +$1.37K 0.01% 234
2018
Q3 		$10K Hold
435
– – 0.01% 226
2018
Q2 		$7K Sell
435
-135
-24% -$2.35K ﹤0.01% 265
2018
Q1 		$9K Hold
570
– – 0.01% 241
2017
Q4 		$9K Hold
570
– – 0.01% 238
2017
Q3 		$8K Buy
+570
New +$7.52K 0.01% 248

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

Bogart Wealth LLC's ORLY Position: Q2 2026 in Review

Bogart Wealth LLC reduced its O'Reilly Automotive (ORLY) stake by 1.2% in Q2 2026, selling an estimated $274 and leaving 242 shares worth $22.3K. The position accounts for ﹤0.01% of the portfolio, ranked #772.

Bogart Wealth LLC first reported a position in ORLY in Q3 2017 and has held it in 25 quarters since. The position peaked at $22.6K in Q1 2026. 1,666 funds tracked by Wall St. Rank hold ORLY as of Q2 2026.

  • Bogart Wealth LLC held 242 shares of O'Reilly Automotive worth $22.3K as of Q2 2026.
  • Bogart Wealth LLC sold 3 O'Reilly Automotive shares in Q2 2026, an estimated $274.
  • O'Reilly Automotive made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #772 holding.
  • Bogart Wealth LLC first reported a position in O'Reilly Automotive in Q3 2017 and has held it in 25 quarters since.
  • Bogart Wealth LLC's O'Reilly Automotive position peaked at $22.6K in Q1 2026.
  • 1,666 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.