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GoalVest Advisory’s O'Reilly Automotive ORLY Stock Holding History

GoalVest Advisory’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 		$6.91K Buy
+75
New +$6.84K ﹤0.01% 368
2026
Q1 		– Sell
-590
Closed -$53.8K – 524
2025
Q4 		$53.8K Hold
590
– – 0.01% 239
2025
Q3 		$63.6K Hold
590
– – 0.01% 200
2025
Q2 		$53.2K Buy
590
+575
+3,833% +$52.4K 0.01% 201
2025
Q1 		$1.43K Buy
+15
New +$1.3K ﹤0.01% 319

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

GoalVest Advisory's ORLY Position: Q2 2026 in Review

GoalVest Advisory opened a new position in O'Reilly Automotive (ORLY) in Q2 2026: 75 shares worth $6.91K. The stake represents ﹤0.01% of the portfolio and ranks #368 among its holdings. This is a return to the name: GoalVest Advisory previously reported a position in ORLY as recently as Q4 2025.

GoalVest Advisory first reported a position in ORLY in Q1 2025 and has held it in 5 quarters since. The position peaked at $63.6K in Q3 2025. 1,662 funds tracked by Wall St. Rank hold ORLY as of Q2 2026.

  • GoalVest Advisory held 75 shares of O'Reilly Automotive worth $6.91K as of Q2 2026.
  • O'Reilly Automotive was a new GoalVest Advisory position in Q2 2026.
  • O'Reilly Automotive made up ﹤0.01% of GoalVest Advisory's portfolio in Q2 2026, its #368 holding.
  • GoalVest Advisory first reported a position in O'Reilly Automotive in Q1 2025 and has held it in 5 quarters since.
  • GoalVest Advisory's O'Reilly Automotive position peaked at $63.6K in Q3 2025.
  • 1,662 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.