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Equitable Trust’s O'Reilly Automotive ORLY Stock Holding History

Equitable Trust’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
Q1 		$218K Sell
2,363
-127
-5% -$11.9K 0.01% 446
2025
Q4 		$227K Hold
2,490
– – 0.01% 415
2025
Q3 		$268K Hold
2,490
– – 0.01% 397
2025
Q2 		$224K Sell
2,490
-360
-13% -$32.8K 0.01% 417
2025
Q1 		$272K Sell
2,850
-330
-10% -$28.7K 0.02% 421
2024
Q4 		$251K Hold
3,180
– – 0.01% 436
2024
Q3 		$244K Hold
3,180
– – 0.02% 416
2024
Q2 		$224K Buy
+3,180
New +$220K 0.02% 416
2022
Q2 		– Sell
-7,500
Closed -$342K – 412
2022
Q1 		$342K Hold
7,500
– – 0.02% 305
2021
Q4 		$353K Hold
7,500
– – 0.02% 294
2021
Q3 		$306K Sell
7,500
-495
-6% -$19.8K 0.02% 302
2021
Q2 		$302K Buy
7,995
+495
+7% +$17.8K 0.02% 312
2021
Q1 		$254K Hold
7,500
– – 0.02% 315
2020
Q4 		$226K Hold
7,500
– – 0.02% 330
2020
Q3 		$231K Hold
7,500
– – 0.02% 297
2020
Q2 		$211K Buy
+7,500
New +$196K 0.02% 300
2020
Q1 		– Sell
-238,035
Closed -$6.95M – 326
2019
Q4 		$6.95M Buy
238,035
+735
+0.3% +$21K 0.68% 41
2019
Q3 		$6.3M Buy
237,300
+2,550
+1% +$65.9K 0.66% 40
2019
Q2 		$5.78M Sell
234,750
-25,470
-10% -$645K 0.61% 47
2019
Q1 		$6.74M Sell
260,220
-42,555
-14% -$1.03M 0.78% 36
2018
Q4 		$6.95M Buy
302,775
+6,075
+2% +$138K 0.92% 28
2018
Q3 		$6.87M Buy
296,700
+8,700
+3% +$185K 0.8% 31
2018
Q2 		$5.25M Buy
+288,000
New +$5.01M 0.67% 44

Other funds holding ORLY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Equitable Trust's ORLY Position: Q1 2026 in Review

Equitable Trust reduced its O'Reilly Automotive (ORLY) stake by 5.1% in Q1 2026, selling an estimated $11.9K and leaving 2,363 shares worth $218K. The position accounts for 0.01% of the portfolio, ranked #446.

Equitable Trust first reported a position in ORLY in Q2 2018 and has held it in 23 quarters since. The position peaked at $6.95M in Q4 2019. 1,649 funds tracked by Wall St. Rank hold ORLY as of Q1 2026.

  • Equitable Trust held 2,363 shares of O'Reilly Automotive worth $218K as of Q1 2026.
  • Equitable Trust sold 127 O'Reilly Automotive shares in Q1 2026, an estimated $11.9K.
  • O'Reilly Automotive made up 0.01% of Equitable Trust's portfolio in Q1 2026, its #446 holding.
  • Equitable Trust first reported a position in O'Reilly Automotive in Q2 2018 and has held it in 23 quarters since.
  • Equitable Trust's O'Reilly Automotive position peaked at $6.95M in Q4 2019.
  • 1,649 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q1 2026.

Based on Equitable Trust's 13F filing for Q1 2026, filed 30 Apr 2026.