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CreativeOne Wealth’s O'Reilly Automotive ORLY Stock Holding History

CreativeOne Wealth’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 		$1.4M Sell
15,248
-1,151
-7% -$105K 0.03% 467
2026
Q1 		$1.51M Sell
16,399
-2,501
-13% -$235K 0.04% 432
2025
Q4 		$1.72M Sell
18,900
-2,863
-13% -$280K 0.04% 368
2025
Q3 		$2.35M Sell
21,763
-2,031
-9% -$204K 0.06% 305
2025
Q2 		$2.14M Buy
23,794
+1,504
+7% +$137K 0.06% 327
2025
Q1 		$2.13M Sell
22,290
-330
-1% -$28.7K 0.06% 286
2024
Q4 		$1.79M Buy
22,620
+2,790
+14% +$225K 0.05% 316
2024
Q3 		$1.52M Buy
19,830
+2,610
+15% +$192K 0.05% 324
2024
Q2 		$1.21M Sell
17,220
-3,600
-17% -$249K 0.06% 281
2024
Q1 		$1.57M Buy
20,820
+14,865
+250% +$1.04M 0.06% 276
2023
Q4 		$377K Buy
5,955
+300
+5% +$19K 0.02% 435
2023
Q3 		$343K Sell
5,655
-4,710
-45% -$295K 0.02% 414
2023
Q2 		$660K Buy
10,365
+180
+2% +$11K 0.03% 420
2023
Q1 		$576K Buy
10,185
+480
+5% +$26.3K 0.03% 427
2022
Q4 		$546K Buy
9,705
+1,050
+12% +$56.5K 0.03% 403
2022
Q3 		$406K Sell
8,655
-195
-2% -$9.09K 0.02% 454
2022
Q2 		$373K Sell
8,850
-885
-9% -$38.1K 0.02% 486
2022
Q1 		$445K Buy
9,735
+345
+4% +$15.4K 0.02% 458
2021
Q4 		$442K Buy
9,390
+705
+8% +$30.5K 0.02% 480
2021
Q3 		$353K Sell
8,685
-16,155
-65% -$647K 0.02% 505
2021
Q2 		$937K Buy
24,840
+5,220
+27% +$187K 0.06% 266
2021
Q1 		$663K Buy
19,620
+6,375
+48% +$197K 0.05% 277
2020
Q4 		$400K Buy
13,245
+5,115
+63% +$154K 0.03% 323
2020
Q3 		$250K Buy
+8,130
New +$247K 0.03% 233

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

CreativeOne Wealth's ORLY Position: Q2 2026 in Review

CreativeOne Wealth reduced its O'Reilly Automotive (ORLY) stake by 7% in Q2 2026, selling an estimated $105K and leaving 15,248 shares worth $1.4M. The position accounts for 0.03% of the portfolio, ranked #467.

CreativeOne Wealth first reported a position in ORLY in Q3 2020 and has held it in 24 quarters since. The position peaked at $2.35M in Q3 2025. 1,658 funds tracked by Wall St. Rank hold ORLY as of Q2 2026.

  • CreativeOne Wealth held 15,248 shares of O'Reilly Automotive worth $1.4M as of Q2 2026.
  • CreativeOne Wealth sold 1,151 O'Reilly Automotive shares in Q2 2026, an estimated $105K.
  • O'Reilly Automotive made up 0.03% of CreativeOne Wealth's portfolio in Q2 2026, its #467 holding.
  • CreativeOne Wealth first reported a position in O'Reilly Automotive in Q3 2020 and has held it in 24 quarters since.
  • CreativeOne Wealth's O'Reilly Automotive position peaked at $2.35M in Q3 2025.
  • 1,658 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q2 2026.

Based on CreativeOne Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.