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

Diversify 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 		$2.26M Sell
24,937
-448
-2% -$40.9K 0.04% 370
2026
Q1 		$2.33M Buy
25,385
+1,657
+7% +$155K 0.04% 336
2025
Q4 		$2.25M Buy
23,728
+21,186
+833% +$2.07M 0.1% 204
2025
Q3 		$233K Buy
2,542
+258
+11% +$25.9K 0.01% 496
2025
Q2 		$233K Buy
2,284
+49
+2% +$4.47K 0.01% 492
2025
Q1 		$208K Buy
+2,235
New +$194K 0.02% 491

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 $3.38T AUM 44.17% 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

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

Diversify Wealth Management reduced its O'Reilly Automotive (ORLY) stake by 1.8% in Q2 2026, selling an estimated $40.9K and leaving 24,937 shares worth $2.26M. The position accounts for 0.04% of the portfolio, ranked #370.

Diversify Wealth Management first reported a position in ORLY in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.33M in Q1 2026. 1,666 funds tracked by Wall St. Rank hold ORLY as of Q2 2026.

  • Diversify Wealth Management held 24,937 shares of O'Reilly Automotive worth $2.26M as of Q2 2026.
  • Diversify Wealth Management sold 448 O'Reilly Automotive shares in Q2 2026, an estimated $40.9K.
  • O'Reilly Automotive made up 0.04% of Diversify Wealth Management's portfolio in Q2 2026, its #370 holding.
  • Diversify Wealth Management first reported a position in O'Reilly Automotive in Q1 2025 and has held it in 6 quarters since.
  • Diversify Wealth Management's O'Reilly Automotive position peaked at $2.33M in Q1 2026.
  • 1,666 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.