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Caliber Wealth Management (Kansas)’s O'Reilly Automotive ORLY Stock Holding History

Caliber Wealth Management (Kansas)’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 		$231K Buy
+2,511
New +$229K 0.02% 271
2025
Q3 		– Sell
-6,619
Closed -$597K – 283
2025
Q2 		$597K Buy
+6,619
New +$604K 0.06% 172

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

Caliber Wealth Management (Kansas)'s ORLY Position: Q2 2026 in Review

Caliber Wealth Management (Kansas) opened a new position in O'Reilly Automotive (ORLY) in Q2 2026: 2,511 shares worth $231K. The stake represents 0.02% of the portfolio and ranks #271 among its holdings. This is a return to the name: Caliber Wealth Management (Kansas) previously reported a position in ORLY as recently as Q2 2025.

Caliber Wealth Management (Kansas) first reported a position in ORLY in Q2 2025 and has held it in 2 quarters since. The position peaked at $597K in Q2 2025. 1,664 funds tracked by Wall St. Rank hold ORLY as of Q2 2026.

  • Caliber Wealth Management (Kansas) held 2,511 shares of O'Reilly Automotive worth $231K as of Q2 2026.
  • O'Reilly Automotive was a new Caliber Wealth Management (Kansas) position in Q2 2026.
  • O'Reilly Automotive made up 0.02% of Caliber Wealth Management (Kansas)'s portfolio in Q2 2026, its #271 holding.
  • Caliber Wealth Management (Kansas) first reported a position in O'Reilly Automotive in Q2 2025 and has held it in 2 quarters since.
  • Caliber Wealth Management (Kansas)'s O'Reilly Automotive position peaked at $597K in Q2 2025.
  • 1,664 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q2 2026.

Based on Caliber Wealth Management (Kansas)'s 13F filing for Q2 2026, filed 22 Jul 2026.