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

Evermay 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	$37.3K	Sell	405 -108	-21%	-$9.85K	﹤0.01%	387
2026 Q1	$47.4K	Buy	513 +55	+12%	+$5.16K	0.01%	324
2025 Q4	$41.8K	Buy	458 +8	+2%	+$782	﹤0.01%	335
2025 Q3	$48.5K	Hold	450	–	–	0.01%	328
2025 Q2	$40.6K	Hold	450	–	–	0.01%	336
2025 Q1	$43K	Hold	450	–	–	0.01%	340
2024 Q4	$35.6K	Hold	450	–	–	0.01%	346
2024 Q3	$34.5K	Hold	450	–	–	0.01%	360
2024 Q2	$31.7K	Hold	450	–	–	0.01%	378
2024 Q1	$33.9K	Sell	450 -15	-3%	-$1.05K	0.01%	382
2023 Q4	$29.5K	Buy	465 +15	+3%	+$948	0.01%	366
2023 Q3	$27.3K	Buy	450 +210	+88%	+$13.2K	0.01%	356
2023 Q2	$15.3K	Hold	240	–	–	﹤0.01%	392
2023 Q1	$13.6K	Hold	240	–	–	﹤0.01%	389
2022 Q4	$13.5K	Hold	240	–	–	﹤0.01%	389
2022 Q3	$11K	Hold	240	–	–	﹤0.01%	388
2022 Q2	$10K	Hold	240	–	–	﹤0.01%	398
2022 Q1	$11K	Hold	240	–	–	﹤0.01%	413
2021 Q4	$11K	Hold	240	–	–	﹤0.01%	403
2021 Q3	$10K	Buy	+240	New	+$9.61K	﹤0.01%	384

Other funds holding ORLY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

Evermay Wealth Management reduced its O'Reilly Automotive (ORLY) stake by 21% in Q2 2026, selling an estimated $9.85K and leaving 405 shares worth $37.3K. The position accounts for ﹤0.01% of the portfolio, ranked #387.

Evermay Wealth Management first reported a position in ORLY in Q3 2021 and has held it in 20 quarters since. The position peaked at $48.5K in Q3 2025. 1,664 funds tracked by Wall St. Rank hold ORLY as of Q2 2026.

Evermay Wealth Management held 405 shares of O'Reilly Automotive worth $37.3K as of Q2 2026.
Evermay Wealth Management sold 108 O'Reilly Automotive shares in Q2 2026, an estimated $9.85K.
O'Reilly Automotive made up ﹤0.01% of Evermay Wealth Management's portfolio in Q2 2026, its #387 holding.
Evermay Wealth Management first reported a position in O'Reilly Automotive in Q3 2021 and has held it in 20 quarters since.
Evermay Wealth Management's O'Reilly Automotive position peaked at $48.5K in Q3 2025.
1,664 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q2 2026.

Based on Evermay Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.