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

HighMark 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	$26.9K	Hold	292	–	–	0.01%	229
2026 Q1	$27K	Hold	292	–	–	0.01%	207
2025 Q4	$26.6K	Sell	292 -8	-3%	-$782	0.01%	220
2025 Q3	$32.3K	Hold	300	–	–	0.01%	195
2025 Q2	$27K	Hold	300	–	–	0.01%	204
2025 Q1	$28.7K	Buy	300 +195	+186%	+$17K	0.02%	175
2024 Q4	$8.3K	Sell	105 -15	-13%	-$1.21K	﹤0.01%	320
2024 Q3	$9.21K	Sell	120 -15	-11%	-$1.1K	0.01%	312
2024 Q2	$9.51K	Buy	135 +15	+13%	+$1.04K	0.01%	287
2024 Q1	$9.03K	Sell	120 -15	-11%	-$1.05K	0.01%	297
2023 Q4	$8.55K	Hold	135	–	–	0.01%	288
2023 Q3	$8.18K	Hold	135	–	–	0.01%	282
2023 Q2	$8.6K	Sell	135 -30	-18%	-$1.83K	0.01%	278
2023 Q1	$9.34K	Hold	165	–	–	0.01%	305
2022 Q4	$9.28K	Hold	165	–	–	0.01%	269
2022 Q3	$8K	Hold	165	–	–	0.01%	275
2022 Q2	$7K	Hold	165	–	–	0.01%	304
2022 Q1	$8K	Buy	+165	New	+$7.37K	0.01%	304

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

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

HighMark Wealth Management held its O'Reilly Automotive (ORLY) position steady in Q2 2026 at 292 shares worth $26.9K. The position accounts for 0.01% of the portfolio, ranked #229.

HighMark Wealth Management first reported a position in ORLY in Q1 2022 and has held it in 18 quarters since. The position peaked at $32.3K in Q3 2025. 1,662 funds tracked by Wall St. Rank hold ORLY as of Q2 2026.

HighMark Wealth Management held 292 shares of O'Reilly Automotive worth $26.9K as of Q2 2026.
HighMark Wealth Management left its O'Reilly Automotive share count unchanged in Q2 2026.
O'Reilly Automotive made up 0.01% of HighMark Wealth Management's portfolio in Q2 2026, its #229 holding.
HighMark Wealth Management first reported a position in O'Reilly Automotive in Q1 2022 and has held it in 18 quarters since.
HighMark Wealth Management's O'Reilly Automotive position peaked at $32.3K in Q3 2025.
1,662 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q2 2026.

Based on HighMark Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.