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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
Q2 		$227K Buy
2,467
+104
+4% +$9.49K 0.01% 436
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 $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

Equitable Trust's ORLY Position: Q2 2026 in Review

Equitable Trust increased its O'Reilly Automotive (ORLY) stake by 4.4% in Q2 2026, buying an estimated $9.49K and bringing the position to 2,467 shares worth $227K. The position accounts for 0.01% of the portfolio, ranked #436.

Equitable Trust first reported a position in ORLY in Q2 2018 and has held it in 24 quarters since. The position peaked at $6.95M in Q4 2019. 1,661 funds tracked by Wall St. Rank hold ORLY as of Q2 2026.

  • Equitable Trust held 2,467 shares of O'Reilly Automotive worth $227K as of Q2 2026.
  • Equitable Trust bought 104 O'Reilly Automotive shares in Q2 2026, an estimated $9.49K.
  • O'Reilly Automotive made up 0.01% of Equitable Trust's portfolio in Q2 2026, its #436 holding.
  • Equitable Trust first reported a position in O'Reilly Automotive in Q2 2018 and has held it in 24 quarters since.
  • Equitable Trust's O'Reilly Automotive position peaked at $6.95M in Q4 2019.
  • 1,661 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q2 2026.

Based on Equitable Trust's 13F filing for Q2 2026, filed 23 Jul 2026.