Heritage Wealth Advisors’s O'Reilly Automotive ORLY Stock Holding History

Heritage Wealth Advisors’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	$10.4K	Hold	113	–	–	﹤0.01%	519
2026 Q1	$10.4K	Buy	113 +53	+88%	+$4.97K	﹤0.01%	517
2025 Q4	$5.47K	Hold	60	–	–	﹤0.01%	489
2025 Q3	$6.47K	Hold	60	–	–	﹤0.01%	455
2025 Q2	$5.41K	Hold	60	–	–	﹤0.01%	460
2025 Q1	$5.73K	Hold	60	–	–	﹤0.01%	450
2024 Q4	$4.74K	Hold	60	–	–	﹤0.01%	495
2024 Q3	$4.61K	Buy	+60	New	+$4.41K	﹤0.01%	490
2023 Q1	–	Sell	-780	Closed	-$43.9K	–	590
2022 Q4	$43.9K	Hold	780	–	–	﹤0.01%	335
2022 Q3	$36.6K	Hold	780	–	–	﹤0.01%	324
2022 Q2	$33K	Hold	780	–	–	﹤0.01%	371
2022 Q1	$36K	Hold	780	–	–	﹤0.01%	344
2021 Q4	$37K	Hold	780	–	–	﹤0.01%	355
2021 Q3	$31.8K	Hold	780	–	–	﹤0.01%	360
2021 Q2	$29.4K	Hold	780	–	–	﹤0.01%	375
2021 Q1	$26.4K	Hold	780	–	–	﹤0.01%	399
2020 Q4	$24K	Hold	780	–	–	﹤0.01%	391
2020 Q3	$24K	Hold	780	–	–	﹤0.01%	337
2020 Q2	$21.9K	Hold	780	–	–	﹤0.01%	327
2020 Q1	$15.7K	Sell	780 -45	-5%	-$1.15K	﹤0.01%	343
2019 Q4	$24.1K	Buy	+825	New	+$23.6K	﹤0.01%	365

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

Heritage Wealth Advisors's ORLY Position: Q2 2026 in Review

Heritage Wealth Advisors held its O'Reilly Automotive (ORLY) position steady in Q2 2026 at 113 shares worth $10.4K. The position accounts for ﹤0.01% of the portfolio, ranked #519.

Heritage Wealth Advisors first reported a position in ORLY in Q4 2019 and has held it in 21 quarters since. The position peaked at $43.9K in Q4 2022. 1,662 funds tracked by Wall St. Rank hold ORLY as of Q2 2026.

Heritage Wealth Advisors held 113 shares of O'Reilly Automotive worth $10.4K as of Q2 2026.
Heritage Wealth Advisors left its O'Reilly Automotive share count unchanged in Q2 2026.
O'Reilly Automotive made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q2 2026, its #519 holding.
Heritage Wealth Advisors first reported a position in O'Reilly Automotive in Q4 2019 and has held it in 21 quarters since.
Heritage Wealth Advisors's O'Reilly Automotive position peaked at $43.9K in Q4 2022.
1,662 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q2 2026.

Based on Heritage Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.