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Dakota Wealth Management’s O'Reilly Automotive ORLY Stock Holding History

Dakota Wealth Management’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 		$4.61M Sell
50,106
-10,967
-18% -$1M 0.09% 195
2026
Q1 		$5.64M Sell
61,073
-74,782
-55% -$7.01M 0.12% 163
2025
Q4 		$12.4M Sell
135,855
-29,322
-18% -$2.86M 0.22% 84
2025
Q3 		$17.8M Sell
165,177
-55,504
-25% -$5.58M 0.36% 55
2025
Q2 		$19.9M Sell
220,681
-15,539
-7% -$1.42M 0.42% 51
2025
Q1 		$22.6M Buy
236,220
+36,720
+18% +$3.19M 0.53% 39
2024
Q4 		$15.8M Buy
199,500
+12,435
+7% +$1M 0.36% 56
2024
Q3 		$14.4M Sell
187,065
-11,595
-6% -$852K 0.32% 71
2024
Q2 		$14M Buy
198,660
+157,950
+388% +$10.9M 0.33% 65
2024
Q1 		$3.06M Sell
40,710
-1,665
-4% -$116K 0.08% 214
2023
Q4 		$2.68M Sell
42,375
-12,225
-22% -$773K 0.1% 186
2023
Q3 		$3.31M Buy
54,600
+17,280
+46% +$1.08M 0.15% 150
2023
Q2 		$2.38M Buy
37,320
+3,765
+11% +$230K 0.11% 157
2023
Q1 		$1.9M Buy
33,555
+7,050
+27% +$386K 0.13% 158
2022
Q4 		$1.49M Buy
26,505
+7,620
+40% +$410K 0.11% 179
2022
Q3 		$885K Buy
18,885
+8,955
+90% +$418K 0.07% 228
2022
Q2 		$418K Sell
9,930
-102,675
-91% -$4.42M 0.04% 315
2022
Q1 		$5.14M Buy
+112,605
New +$5.03M 0.42% 70
2020
Q1 		– Sell
-14,505
Closed -$424K – 313
2019
Q4 		$424K Buy
14,505
+45
+0.3% +$1.29K 0.07% 214
2019
Q3 		$384K Buy
14,460
+1,485
+11% +$38.4K 0.07% 208
2019
Q2 		$320K Sell
12,975
-1,890
-13% -$47.9K 0.06% 218
2019
Q1 		$385K Buy
14,865
+3,150
+27% +$76.2K 0.08% 207
2018
Q4 		$269K Sell
11,715
-405
-3% -$9.22K 0.06% 230
2018
Q3 		$281K Hold
12,120
– – 0.06% 221
2018
Q2 		$221K Buy
+12,120
New +$211K 0.06% 189

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

Dakota Wealth Management's ORLY Position: Q2 2026 in Review

Dakota Wealth Management reduced its O'Reilly Automotive (ORLY) stake by 18% in Q2 2026, selling an estimated $1M and leaving 50,106 shares worth $4.61M. The position accounts for 0.09% of the portfolio, ranked #195.

Dakota Wealth Management first reported a position in ORLY in Q2 2018 and has held it in 25 quarters since. The position peaked at $22.6M in Q1 2025. 1,664 funds tracked by Wall St. Rank hold ORLY as of Q2 2026.

  • Dakota Wealth Management held 50,106 shares of O'Reilly Automotive worth $4.61M as of Q2 2026.
  • Dakota Wealth Management sold 10,967 O'Reilly Automotive shares in Q2 2026, an estimated $1M.
  • O'Reilly Automotive made up 0.09% of Dakota Wealth Management's portfolio in Q2 2026, its #195 holding.
  • Dakota Wealth Management first reported a position in O'Reilly Automotive in Q2 2018 and has held it in 25 quarters since.
  • Dakota Wealth Management's O'Reilly Automotive position peaked at $22.6M in Q1 2025.
  • 1,664 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q2 2026.

Based on Dakota Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.