Concord Wealth Partners’s O'Reilly Automotive ORLY Stock Holding History

Concord Wealth 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	$5.53K	Buy	+60	New	+$5.47K	﹤0.01%	645
2026 Q1	–	Sell	-60	Closed	-$5.47K	–	613
2025 Q4	$5.47K	Hold	60	–	–	﹤0.01%	609
2025 Q3	$6.47K	Hold	60	–	–	﹤0.01%	584
2025 Q2	$5.41K	Hold	60	–	–	﹤0.01%	620
2025 Q1	$5.73K	Hold	60	–	–	﹤0.01%	569
2024 Q4	$4.74K	Hold	60	–	–	﹤0.01%	611
2024 Q3	$4.61K	Buy	+60	New	+$4.41K	﹤0.01%	649
2024 Q1	–	Sell	-705	Closed	-$44.7K	–	892
2023 Q4	$44.7K	Hold	705	–	–	0.01%	371
2023 Q3	$42.7K	Sell	705 -585	-45%	-$36.7K	0.01%	401
2023 Q2	$82.2K	Buy	1,290 +15	+1%	+$916	0.02%	297
2023 Q1	$72.2K	Sell	1,275 -150	-11%	-$8.22K	0.02%	293
2022 Q4	$80.2K	Buy	+1,425	New	+$76.6K	0.02%	285
2022 Q3	–	Sell	-1,425	Closed	-$60K	–	819
2022 Q2	$60K	Hold	1,425	–	–	0.02%	334
2022 Q1	$65K	Hold	1,425	–	–	0.02%	384
2021 Q4	$67K	Buy	1,425 +555	+64%	+$24K	0.02%	394
2021 Q3	$35K	Sell	870 -435	-33%	-$17.4K	0.01%	278
2021 Q2	$49K	Sell	1,305 -15	-1%	-$538	0.01%	360
2021 Q1	$45K	Buy	1,320 +480	+57%	+$14.9K	0.02%	355
2020 Q4	$25K	Buy	+840	New	+$25.4K	0.02%	286

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

Concord Wealth Partners's ORLY Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in O'Reilly Automotive (ORLY) in Q2 2026: 60 shares worth $5.53K. The stake represents ﹤0.01% of the portfolio and ranks #645 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in ORLY as recently as Q4 2025.

Concord Wealth Partners first reported a position in ORLY in Q4 2020 and has held it in 19 quarters since. The position peaked at $82.2K in Q2 2023. 1,662 funds tracked by Wall St. Rank hold ORLY as of Q2 2026.

Concord Wealth Partners held 60 shares of O'Reilly Automotive worth $5.53K as of Q2 2026.
O'Reilly Automotive was a new Concord Wealth Partners position in Q2 2026.
O'Reilly Automotive made up ﹤0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #645 holding.
Concord Wealth Partners first reported a position in O'Reilly Automotive in Q4 2020 and has held it in 19 quarters since.
Concord Wealth Partners's O'Reilly Automotive position peaked at $82.2K in Q2 2023.
1,662 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.