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Castle Rock Wealth Management’s O'Reilly Automotive ORLY Stock Holding History

Castle Rock Wealth Management’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 		$222K Sell
2,390
-20
-0.8% -$1.82K 0.04% 258
2026
Q1 		$220K Buy
2,410
+10
+0.4% +$938 0.05% 250
2025
Q4 		$233K Hold
2,400
– – 0.05% 243
2025
Q3 		$252K Buy
2,400
+10
+0.4% +$1K 0.06% 231
2025
Q2 		$224K Buy
2,390
+5
+0.2% +$456 0.05% 235
2025
Q1 		$228K Hold
2,385
– – 0.06% 216
2024
Q4 		$210K Buy
+2,385
New +$192K 0.05% 228

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

Castle Rock Wealth Management's ORLY Position: Q2 2026 in Review

Castle Rock Wealth Management reduced its O'Reilly Automotive (ORLY) stake by 0.83% in Q2 2026, selling an estimated $1.82K and leaving 2,390 shares worth $222K. The position accounts for 0.04% of the portfolio, ranked #258.

Castle Rock Wealth Management first reported a position in ORLY in Q4 2024 and has held it in 7 quarters since. The position peaked at $252K in Q3 2025. 1,658 funds tracked by Wall St. Rank hold ORLY as of Q2 2026.

  • Castle Rock Wealth Management held 2,390 shares of O'Reilly Automotive worth $222K as of Q2 2026.
  • Castle Rock Wealth Management sold 20 O'Reilly Automotive shares in Q2 2026, an estimated $1.82K.
  • O'Reilly Automotive made up 0.04% of Castle Rock Wealth Management's portfolio in Q2 2026, its #258 holding.
  • Castle Rock Wealth Management first reported a position in O'Reilly Automotive in Q4 2024 and has held it in 7 quarters since.
  • Castle Rock Wealth Management's O'Reilly Automotive position peaked at $252K in Q3 2025.
  • 1,658 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q2 2026.

Based on Castle Rock Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.