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Clearstead Advisors’s O'Reilly Automotive ORLY Stock Holding History

Clearstead 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 		$11.7M Sell
127,584
-14,059
-10% -$1.28M 0.11% 157
2026
Q1 		$13.1M Buy
141,643
+11,111
+9% +$1.04M 0.12% 144
2025
Q4 		$11.9M Buy
130,532
+1,022
+0.8% +$99.8K 0.15% 120
2025
Q3 		$14M Buy
129,510
+160
+0.1% +$16.1K 0.18% 112
2025
Q2 		$11.7M Buy
129,350
+1,685
+1% +$154K 0.16% 118
2025
Q1 		$12.2M Sell
127,665
-1,995
-2% -$174K 0.19% 108
2024
Q4 		$10.2M Buy
129,660
+735
+0.6% +$59.3K 0.16% 129
2024
Q3 		$9.9M Sell
128,925
-2,445
-2% -$180K 0.15% 133
2024
Q2 		$9.25M Buy
131,370
+118,260
+902% +$8.18M 0.16% 131
2024
Q1 		$885K Sell
13,110
-90
-0.7% -$6.29K 0.04% 244
2023
Q4 		$836K Buy
13,200
+315
+2% +$19.9K 0.04% 243
2023
Q3 		$781K Buy
12,885
+30
+0.2% +$1.88K 0.05% 235
2023
Q2 		$819K Sell
12,855
-1,140
-8% -$69.6K 0.05% 226
2023
Q1 		$792K Buy
13,995
+630
+5% +$34.5K 0.06% 196
2022
Q4 		$752K Buy
13,365
+120
+0.9% +$6.45K 0.06% 201
2022
Q3 		$621K Hold
13,245
– – 0.06% 200
2022
Q2 		$558K Buy
13,245
+1,905
+17% +$82K 0.04% 234
2022
Q1 		$518K Buy
11,340
+5,565
+96% +$249K 0.04% 264
2021
Q4 		$272K Buy
5,775
+4,275
+285% +$185K 0.02% 341
2021
Q3 		$61K Sell
1,500
-1,920
-56% -$76.8K ﹤0.01% 581
2021
Q2 		$129K Buy
3,420
+1,920
+128% +$68.9K 0.01% 412
2021
Q1 		$51K Hold
1,500
– – ﹤0.01% 540
2020
Q4 		$45K Hold
1,500
– – ﹤0.01% 522
2020
Q3 		$46K Hold
1,500
– – ﹤0.01% 481
2020
Q2 		$42K Hold
1,500
– – ﹤0.01% 450
2020
Q1 		$30K Buy
+1,500
New +$38.3K ﹤0.01% 461

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

Clearstead Advisors's ORLY Position: Q2 2026 in Review

Clearstead Advisors reduced its O'Reilly Automotive (ORLY) stake by 9.9% in Q2 2026, selling an estimated $1.28M and leaving 127,584 shares worth $11.7M. The position accounts for 0.11% of the portfolio, ranked #157.

Clearstead Advisors first reported a position in ORLY in Q1 2020 and has held it in 26 quarters since. The position peaked at $14M in Q3 2025. 1,662 funds tracked by Wall St. Rank hold ORLY as of Q2 2026.

  • Clearstead Advisors held 127,584 shares of O'Reilly Automotive worth $11.7M as of Q2 2026.
  • Clearstead Advisors sold 14,059 O'Reilly Automotive shares in Q2 2026, an estimated $1.28M.
  • O'Reilly Automotive made up 0.11% of Clearstead Advisors's portfolio in Q2 2026, its #157 holding.
  • Clearstead Advisors first reported a position in O'Reilly Automotive in Q1 2020 and has held it in 26 quarters since.
  • Clearstead Advisors's O'Reilly Automotive position peaked at $14M in Q3 2025.
  • 1,662 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.