First National Advisers’s O'Reilly Automotive ORLY Stock Holding History

First National Advisers’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	$3.22M	Sell	35,004 -2,378	-6%	-$217K	0.45%	57
2026 Q1	$3.45M	Sell	37,382 -5,183	-12%	-$486K	0.5%	50
2025 Q4	$3.88M	Sell	42,565 -393	-0.9%	-$38.4K	0.53%	45
2025 Q3	$4.63M	Sell	42,958 -3,084	-7%	-$310K	0.63%	36
2025 Q2	$4.15M	Buy	46,042 +1,207	+3%	+$110K	0.61%	43
2025 Q1	$4.28M	Sell	44,835 -6,210	-12%	-$540K	0.69%	40
2024 Q4	$4.04M	Buy	51,045 +1,680	+3%	+$135K	0.65%	39
2024 Q3	$3.79M	Buy	49,365 +1,890	+4%	+$139K	0.6%	45
2024 Q2	$3.34M	Sell	47,475 -8,025	-14%	-$555K	0.61%	50
2024 Q1	$3.74M	Buy	55,500 +16,245	+41%	+$1.14M	0.84%	28
2023 Q4	$2.49M	Buy	39,255 +8,235	+27%	+$520K	0.72%	46
2023 Q3	$1.88M	Buy	31,020 +8,370	+37%	+$525K	0.84%	31
2023 Q2	$1.44M	Sell	22,650 -735	-3%	-$44.9K	1.33%	18
2023 Q1	$1.32M	Buy	23,385 +1,545	+7%	+$84.7K	1.5%	18
2022 Q4	$1.23M	Buy	21,840 +1,980	+10%	+$106K	1.57%	15
2022 Q3	$931K	Buy	19,860 +5,070	+34%	+$236K	1.38%	14
2022 Q2	$623K	Buy	+14,790	New	+$636K	1.29%	22

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

First National Advisers's ORLY Position: Q2 2026 in Review

First National Advisers reduced its O'Reilly Automotive (ORLY) stake by 6.4% in Q2 2026, selling an estimated $217K and leaving 35,004 shares worth $3.22M. The position accounts for 0.45% of the portfolio, ranked #57.

First National Advisers first reported a position in ORLY in Q2 2022 and has held it in 17 quarters since. The position peaked at $4.63M in Q3 2025. 1,658 funds tracked by Wall St. Rank hold ORLY as of Q2 2026.

First National Advisers held 35,004 shares of O'Reilly Automotive worth $3.22M as of Q2 2026.
First National Advisers sold 2,378 O'Reilly Automotive shares in Q2 2026, an estimated $217K.
O'Reilly Automotive made up 0.45% of First National Advisers's portfolio in Q2 2026, its #57 holding.
First National Advisers first reported a position in O'Reilly Automotive in Q2 2022 and has held it in 17 quarters since.
First National Advisers's O'Reilly Automotive position peaked at $4.63M in Q3 2025.
1,658 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q2 2026.

Based on First National Advisers's 13F filing for Q2 2026, filed 21 Jul 2026.