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

CrossGen 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 		$76K Hold
825
– – 0.06% 90
2026
Q1 		$76.2K Hold
825
– – 0.07% 88
2025
Q4 		$75.2K Buy
+825
New +$80.6K 0.07% 88

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

CrossGen Wealth's ORLY Position: Q2 2026 in Review

CrossGen Wealth held its O'Reilly Automotive (ORLY) position steady in Q2 2026 at 825 shares worth $76K. The position accounts for 0.06% of the portfolio, ranked #90.

CrossGen Wealth first reported a position in ORLY in Q4 2025 and has held it in 3 quarters since. The position peaked at $76.2K in Q1 2026. 1,658 funds tracked by Wall St. Rank hold ORLY as of Q2 2026.

  • CrossGen Wealth held 825 shares of O'Reilly Automotive worth $76K as of Q2 2026.
  • CrossGen Wealth left its O'Reilly Automotive share count unchanged in Q2 2026.
  • O'Reilly Automotive made up 0.06% of CrossGen Wealth's portfolio in Q2 2026, its #90 holding.
  • CrossGen Wealth first reported a position in O'Reilly Automotive in Q4 2025 and has held it in 3 quarters since.
  • CrossGen Wealth's O'Reilly Automotive position peaked at $76.2K in Q1 2026.
  • 1,658 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q2 2026.

Based on CrossGen Wealth's 13F filing for Q2 2026, filed 24 Jul 2026.