IFG
ORLY icon

Independent Financial Group’s O'Reilly Automotive ORLY Stock Holding History

Independent Financial Group’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 		$314K Sell
3,405
-1,609
-32% -$147K 0.01% 1215
2026
Q1 		$463K Buy
5,014
+1,416
+39% +$133K 0.01% 963
2025
Q4 		$328K Buy
+3,598
New +$352K 0.01% 1102
2025
Q3 		– Sell
-2,648
Closed -$239K – 1407
2025
Q2 		$239K Buy
2,648
+173
+7% +$15.8K 0.01% 1135
2025
Q1 		$236K Sell
2,475
-105
-4% -$9.13K 0.01% 1035
2024
Q4 		$204K Buy
+2,580
New +$208K 0.01% 1097

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

Independent Financial Group's ORLY Position: Q2 2026 in Review

Independent Financial Group reduced its O'Reilly Automotive (ORLY) stake by 32% in Q2 2026, selling an estimated $147K and leaving 3,405 shares worth $314K. The position accounts for 0.01% of the portfolio, ranked #1215.

Independent Financial Group first reported a position in ORLY in Q4 2024 and has held it in 6 quarters since. The position peaked at $463K in Q1 2026. 1,658 funds tracked by Wall St. Rank hold ORLY as of Q2 2026.

  • Independent Financial Group held 3,405 shares of O'Reilly Automotive worth $314K as of Q2 2026.
  • Independent Financial Group sold 1,609 O'Reilly Automotive shares in Q2 2026, an estimated $147K.
  • O'Reilly Automotive made up 0.01% of Independent Financial Group's portfolio in Q2 2026, its #1215 holding.
  • Independent Financial Group first reported a position in O'Reilly Automotive in Q4 2024 and has held it in 6 quarters since.
  • Independent Financial Group's O'Reilly Automotive position peaked at $463K in Q1 2026.
  • 1,658 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.