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

Dogwood 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 		$13.4K Buy
145
+69
+91% +$6.29K 0.01% 325
2026
Q1 		$7.02K Sell
76
-58
-43% -$5.44K ﹤0.01% 403
2025
Q4 		$12.2K Sell
134
-27
-17% -$2.64K 0.01% 267
2025
Q3 		$17.4K Buy
161
+96
+148% +$9.65K 0.01% 202
2025
Q2 		$5.96K Buy
65
+50
+333% +$4.56K ﹤0.01% 391
2025
Q1 		$1.43K Buy
+15
New +$1.3K ﹤0.01% 406
2024
Q3 		– Hold
0
– – – 267
2024
Q2 		– Hold
0
– – – 313
2024
Q1 		– Hold
0
– – – 293
2023
Q4 		– Hold
0
– – – 285

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
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return

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

Dogwood Wealth Management increased its O'Reilly Automotive (ORLY) stake by 91% in Q2 2026, buying an estimated $6.29K and bringing the position to 145 shares worth $13.4K. The position accounts for 0.01% of the portfolio, ranked #325.

Dogwood Wealth Management first reported a position in ORLY in Q1 2025 and has held it in 6 quarters since. The position peaked at $17.4K in Q3 2025. 1,658 funds tracked by Wall St. Rank hold ORLY as of Q2 2026.

  • Dogwood Wealth Management held 145 shares of O'Reilly Automotive worth $13.4K as of Q2 2026.
  • Dogwood Wealth Management bought 69 O'Reilly Automotive shares in Q2 2026, an estimated $6.29K.
  • O'Reilly Automotive made up 0.01% of Dogwood Wealth Management's portfolio in Q2 2026, its #325 holding.
  • Dogwood Wealth Management first reported a position in O'Reilly Automotive in Q1 2025 and has held it in 6 quarters since.
  • Dogwood Wealth Management's O'Reilly Automotive position peaked at $17.4K in Q3 2025.
  • 1,658 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.