EWA
ORLY icon

EP Wealth Advisors’s O'Reilly Automotive ORLY Stock Holding History

EP Wealth Advisors’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 		$36.6M Buy
397,258
+16,639
+4% +$1.52M 0.14% 120
2026
Q1 		$35.1M Buy
380,619
+16,956
+5% +$1.59M 0.17% 93
2025
Q4 		$33.2M Buy
+363,663
New +$35.5M 0.17% 92
2025
Q2 		$32.3M Buy
358,563
+13,713
+4% +$1.25M 0.21% 85
2025
Q1 		$32.9M Buy
344,850
+11,310
+3% +$984K 0.26% 73
2024
Q4 		$26.4M Buy
333,540
+2,700
+0.8% +$218K 0.22% 86
2024
Q3 		$25.4M Buy
330,840
+38,565
+13% +$2.83M 0.22% 91
2024
Q2 		$20.6M Buy
292,275
+273,225
+1,434% +$18.9M 0.22% 89
2024
Q1 		$1.43M Buy
19,050
+300
+2% +$21K 0.02% 314
2023
Q4 		$1.19M Buy
18,750
+120
+0.6% +$7.58K 0.02% 343
2023
Q3 		$1.13M Sell
18,630
-961,905
-98% -$60.3M 0.02% 308
2023
Q2 		$1.18M Buy
980,535
+464,610
+90% +$28.4M 0.02% 304
2023
Q1 		$3.2M Buy
515,925
+498,285
+2,825% +$27.3M 0.06% 180
2022
Q4 		$993K Buy
+17,640
New +$948K 0.02% 284

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

EP Wealth Advisors's ORLY Position: Q2 2026 in Review

EP Wealth Advisors increased its O'Reilly Automotive (ORLY) stake by 4.4% in Q2 2026, buying an estimated $1.52M and bringing the position to 397,258 shares worth $36.6M. The position accounts for 0.14% of the portfolio, ranked #120.

EP Wealth Advisors first reported a position in ORLY in Q4 2022 and has held it in 14 quarters since. 1,662 funds tracked by Wall St. Rank hold ORLY as of Q2 2026.

  • EP Wealth Advisors held 397,258 shares of O'Reilly Automotive worth $36.6M as of Q2 2026.
  • EP Wealth Advisors bought 16,639 O'Reilly Automotive shares in Q2 2026, an estimated $1.52M.
  • O'Reilly Automotive made up 0.14% of EP Wealth Advisors's portfolio in Q2 2026, its #120 holding.
  • EP Wealth Advisors first reported a position in O'Reilly Automotive in Q4 2022 and has held it in 14 quarters since.
  • 1,662 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.