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

Cyndeo 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 		$2.92M Buy
31,728
+1,489
+5% +$136K 0.14% 160
2026
Q1 		$2.79M Sell
30,239
-11,090
-27% -$1.04M 0.15% 146
2025
Q4 		$3.77M Buy
41,329
+902
+2% +$88.1K 0.2% 112
2025
Q3 		$4.36M Sell
40,427
-642
-2% -$64.5K 0.24% 102
2025
Q2 		$3.7M Buy
41,069
+2,249
+6% +$205K 0.22% 115
2025
Q1 		$3.71M Sell
38,820
-1,095
-3% -$95.3K 0.24% 112
2024
Q4 		$3.16M Buy
39,915
+2,295
+6% +$185K 0.21% 121
2024
Q3 		$2.89M Sell
37,620
-465
-1% -$34.2K 0.2% 132
2024
Q2 		$2.68M Buy
38,085
+1,350
+4% +$93.3K 0.21% 131
2024
Q1 		$2.76M Sell
36,735
-6,075
-14% -$425K 0.23% 122
2023
Q4 		$2.71M Sell
42,810
-24,060
-36% -$1.52M 0.25% 112
2023
Q3 		$4.05M Buy
66,870
+4,770
+8% +$299K 0.42% 77
2023
Q2 		$3.95M Sell
62,100
-8,250
-12% -$504K 0.41% 77
2023
Q1 		$3.98M Sell
70,350
-16,470
-19% -$902K 0.43% 71
2022
Q4 		$4.89M Buy
+86,820
New +$4.67M 0.57% 57

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

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

Cyndeo Wealth Partners increased its O'Reilly Automotive (ORLY) stake by 4.9% in Q2 2026, buying an estimated $136K and bringing the position to 31,728 shares worth $2.92M. The position accounts for 0.14% of the portfolio, ranked #160.

Cyndeo Wealth Partners first reported a position in ORLY in Q4 2022 and has held it in 15 quarters since. The position peaked at $4.89M in Q4 2022. 1,658 funds tracked by Wall St. Rank hold ORLY as of Q2 2026.

  • Cyndeo Wealth Partners held 31,728 shares of O'Reilly Automotive worth $2.92M as of Q2 2026.
  • Cyndeo Wealth Partners bought 1,489 O'Reilly Automotive shares in Q2 2026, an estimated $136K.
  • O'Reilly Automotive made up 0.14% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #160 holding.
  • Cyndeo Wealth Partners first reported a position in O'Reilly Automotive in Q4 2022 and has held it in 15 quarters since.
  • Cyndeo Wealth Partners's O'Reilly Automotive position peaked at $4.89M in Q4 2022.
  • 1,658 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q2 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.