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

Cascade 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	$298K	Buy	3,233 +30	+0.9%	+$2.74K	0.03%	226
2026 Q1	$296K	Hold	3,203	–	–	0.03%	211
2025 Q4	$292K	Hold	3,203	–	–	0.03%	210
2025 Q3	$345K	Hold	3,203	–	–	0.04%	192
2025 Q2	$289K	Sell	3,203 -7	-0.2%	-$638	0.03%	209
2025 Q1	$306K	Hold	3,210	–	–	0.04%	193
2024 Q4	$253K	Hold	3,210	–	–	0.03%	213
2024 Q3	$257K	Hold	3,210	–	–	0.03%	203
2024 Q2	$226K	Hold	3,210	–	–	0.03%	213
2024 Q1	$230K	Buy	+3,210	New	+$225K	0.03%	208

Other funds holding ORLY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

Cascade Financial Partners increased its O'Reilly Automotive (ORLY) stake by 0.94% in Q2 2026, buying an estimated $2.74K and bringing the position to 3,233 shares worth $298K. The position accounts for 0.03% of the portfolio, ranked #226.

Cascade Financial Partners first reported a position in ORLY in Q1 2024 and has held it in 10 quarters since. The position peaked at $345K in Q3 2025. 1,664 funds tracked by Wall St. Rank hold ORLY as of Q2 2026.

Cascade Financial Partners held 3,233 shares of O'Reilly Automotive worth $298K as of Q2 2026.
Cascade Financial Partners bought 30 O'Reilly Automotive shares in Q2 2026, an estimated $2.74K.
O'Reilly Automotive made up 0.03% of Cascade Financial Partners's portfolio in Q2 2026, its #226 holding.
Cascade Financial Partners first reported a position in O'Reilly Automotive in Q1 2024 and has held it in 10 quarters since.
Cascade Financial Partners's O'Reilly Automotive position peaked at $345K in Q3 2025.
1,664 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q2 2026.

Based on Cascade Financial Partners's 13F filing for Q2 2026, filed 4 Aug 2026.