Holistic Financial Partners’s O'Reilly Automotive ORLY Stock Holding History

Holistic Financial Partners’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	$243K	Sell	2,639 -35	-1%	-$3.19K	0.15%	96
2026 Q1	$247K	Sell	2,674 -17	-0.6%	-$1.59K	0.09%	123
2025 Q4	$245K	Buy	2,691 +128	+5%	+$12.5K	0.09%	115
2025 Q3	$276K	Buy	2,563 +31	+1%	+$3.12K	0.11%	106
2025 Q2	$228K	Sell	2,532 -3	-0.1%	-$274	0.1%	111
2025 Q1	$242K	Buy	+2,535	New	+$221K	0.12%	98
2024 Q3	–	Sell	-2,940	Closed	-$207K	–	126
2024 Q2	$207K	Hold	2,940	–	–	0.1%	110
2024 Q1	$221K	Buy	+2,940	New	+$206K	0.11%	116
2018 Q2	–	Sell	-2,925	Closed	-$48K	–	264
2018 Q1	$48K	Sell	2,925 -600	-17%	-$10.1K	0.04%	204
2017 Q4	$57K	Buy	+3,525	New	+$52.5K	0.05%	186

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

California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return

Holistic Financial Partners's ORLY Position: Q2 2026 in Review

Holistic Financial Partners reduced its O'Reilly Automotive (ORLY) stake by 1.3% in Q2 2026, selling an estimated $3.19K and leaving 2,639 shares worth $243K. The position accounts for 0.15% of the portfolio, ranked #96.

Holistic Financial Partners first reported a position in ORLY in Q4 2017 and has held it in 10 quarters since. The position peaked at $276K in Q3 2025. 1,658 funds tracked by Wall St. Rank hold ORLY as of Q2 2026.

Holistic Financial Partners held 2,639 shares of O'Reilly Automotive worth $243K as of Q2 2026.
Holistic Financial Partners sold 35 O'Reilly Automotive shares in Q2 2026, an estimated $3.19K.
O'Reilly Automotive made up 0.15% of Holistic Financial Partners's portfolio in Q2 2026, its #96 holding.
Holistic Financial Partners first reported a position in O'Reilly Automotive in Q4 2017 and has held it in 10 quarters since.
Holistic Financial Partners's O'Reilly Automotive position peaked at $276K in Q3 2025.
1,658 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q2 2026.

Based on Holistic Financial Partners's 13F filing for Q2 2026, filed 23 Jul 2026.