GER Loftin Wealth Advisors LLC’s O'Reilly Automotive ORLY Stock Holding History

GER Loftin Wealth Advisors LLC’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 Q3	$1.43M	Buy	+16,766	New	+$1.48M	0.46%	39

Other funds holding ORLY

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

GER Loftin Wealth Advisors LLC's ORLY Position: Q3 2026 in Review

GER Loftin Wealth Advisors LLC opened a new position in O'Reilly Automotive (ORLY) in Q3 2026: 16,766 shares worth $1.43M. The stake represents 0.46% of the portfolio and ranks #39 among its holdings.

1,173 funds tracked by Wall St. Rank hold ORLY as of Q3 2026.

GER Loftin Wealth Advisors LLC held 16,766 shares of O'Reilly Automotive worth $1.43M as of Q3 2026.
O'Reilly Automotive was a new GER Loftin Wealth Advisors LLC position in Q3 2026.
O'Reilly Automotive made up 0.46% of GER Loftin Wealth Advisors LLC's portfolio in Q3 2026, its #39 holding.
1,173 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q3 2026.

Based on GER Loftin Wealth Advisors LLC's 13F filing for Q3 2026, filed 12 Nov 2026.