Finivi Inc’s O'Reilly Automotive ORLY Stock Holding History

Finivi Inc’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	$3.3M	Sell	35,832 -333	-0.9%	-$30.4K	1.69%	19
2026 Q1	$3.34M	Buy	36,165 +2,289	+7%	+$215K	1.82%	20
2025 Q4	$3.09M	Sell	33,876 -681	-2%	-$66.5K	1.79%	18
2025 Q3	$3.73M	Sell	34,557 -1,711	-5%	-$172K	2.37%	13
2025 Q2	$3.27M	Buy	36,268 +718	+2%	+$65.5K	2.22%	15
2025 Q1	$3.4M	Buy	35,550 +1,725	+5%	+$150K	2.73%	11
2024 Q4	$2.67M	Buy	33,825 +630	+2%	+$50.8K	2.14%	17
2024 Q3	$2.55M	Buy	33,195 +435	+1%	+$32K	2.07%	20
2024 Q2	$2.31M	Buy	32,760 +435	+1%	+$30.1K	1.91%	19
2024 Q1	$2.43M	Buy	32,325 +525	+2%	+$36.7K	2.2%	15
2023 Q4	$2.01M	Buy	+31,800	New	+$2.01M	1.97%	16
2021 Q4	$2.53M	Buy	+53,835	New	+$2.33M	2.68%	11

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

Finivi Inc's ORLY Position: Q2 2026 in Review

Finivi Inc reduced its O'Reilly Automotive (ORLY) stake by 0.92% in Q2 2026, selling an estimated $30.4K and leaving 35,832 shares worth $3.3M. The position accounts for 1.69% of the portfolio, ranked #19.

Finivi Inc first reported a position in ORLY in Q4 2021 and has held it in 12 quarters since. The position peaked at $3.73M in Q3 2025. 1,638 funds tracked by Wall St. Rank hold ORLY as of Q2 2026.

Finivi Inc held 35,832 shares of O'Reilly Automotive worth $3.3M as of Q2 2026.
Finivi Inc sold 333 O'Reilly Automotive shares in Q2 2026, an estimated $30.4K.
O'Reilly Automotive made up 1.69% of Finivi Inc's portfolio in Q2 2026, its #19 holding.
Finivi Inc first reported a position in O'Reilly Automotive in Q4 2021 and has held it in 12 quarters since.
Finivi Inc's O'Reilly Automotive position peaked at $3.73M in Q3 2025.
1,638 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q2 2026.

Based on Finivi Inc's 13F filing for Q2 2026, filed 9 Jul 2026.