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

Icon 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	$237K	Buy	+2,576	New	+$235K	0.01%	379
2026 Q1	–	Sell	-16,329	Closed	-$1.49M	–	425
2025 Q4	$1.49M	Buy	16,329 +3,054	+23%	+$298K	0.1%	136
2025 Q3	$1.43M	Buy	13,275 +1,695	+15%	+$170K	0.1%	146
2025 Q2	$1.04M	Buy	11,580 +5,205	+82%	+$475K	0.07%	161
2025 Q1	$609K	Buy	6,375 +600	+10%	+$52.2K	0.05%	193
2024 Q4	$457K	Hold	5,775	–	–	0.04%	226
2024 Q3	$443K	Sell	5,775 -1,575	-21%	-$116K	0.04%	223
2024 Q2	$552K	Buy	7,350 +675	+10%	+$46.7K	0.05%	197
2024 Q1	$502K	Hold	6,675	–	–	0.05%	212
2023 Q4	$423K	Buy	+6,675	New	+$422K	0.04%	214

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

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

Icon Wealth Advisors opened a new position in O'Reilly Automotive (ORLY) in Q2 2026: 2,576 shares worth $237K. The stake represents 0.01% of the portfolio and ranks #379 among its holdings. This is a return to the name: Icon Wealth Advisors previously reported a position in ORLY as recently as Q4 2025.

Icon Wealth Advisors first reported a position in ORLY in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.49M in Q4 2025. 1,658 funds tracked by Wall St. Rank hold ORLY as of Q2 2026.

Icon Wealth Advisors held 2,576 shares of O'Reilly Automotive worth $237K as of Q2 2026.
O'Reilly Automotive was a new Icon Wealth Advisors position in Q2 2026.
O'Reilly Automotive made up 0.01% of Icon Wealth Advisors's portfolio in Q2 2026, its #379 holding.
Icon Wealth Advisors first reported a position in O'Reilly Automotive in Q4 2023 and has held it in 10 quarters since.
Icon Wealth Advisors's O'Reilly Automotive position peaked at $1.49M in Q4 2025.
1,658 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q2 2026.

Based on Icon Wealth Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.