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

Institute for 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 		$193K Sell
2,100
-120
-5% -$10.9K 0.02% 528
2026
Q1 		$205K Hold
2,220
– – 0.02% 524
2025
Q4 		$202K Sell
2,220
-1,572
-41% -$154K 0.02% 525
2025
Q3 		$409K Hold
3,792
– – 0.04% 373
2025
Q2 		$342K Sell
3,792
-18
-0.5% -$1.64K 0.04% 400
2025
Q1 		$364K Sell
3,810
-105
-3% -$9.13K 0.05% 367
2024
Q4 		$310K Sell
3,915
-15
-0.4% -$1.21K 0.04% 392
2024
Q3 		$302K Sell
3,930
-45
-1% -$3.31K 0.04% 413
2024
Q2 		$280K Buy
3,975
+30
+0.8% +$2.07K 0.04% 399
2024
Q1 		$297K Hold
3,945
– – 0.04% 392
2023
Q4 		$250K Buy
3,945
+60
+2% +$3.79K 0.04% 408
2023
Q3 		$236K Sell
3,885
-45
-1% -$2.82K 0.04% 401
2023
Q2 		$251K Buy
3,930
+120
+3% +$7.33K 0.04% 405
2023
Q1 		$216K Hold
3,810
– – 0.04% 414
2022
Q4 		$215K Buy
+3,810
New +$205K 0.05% 411

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

Institute for Wealth Management's ORLY Position: Q2 2026 in Review

Institute for Wealth Management reduced its O'Reilly Automotive (ORLY) stake by 5.4% in Q2 2026, selling an estimated $10.9K and leaving 2,100 shares worth $193K. The position accounts for 0.02% of the portfolio, ranked #528.

Institute for Wealth Management first reported a position in ORLY in Q4 2022 and has held it in 15 quarters since. The position peaked at $409K in Q3 2025. 1,658 funds tracked by Wall St. Rank hold ORLY as of Q2 2026.

  • Institute for Wealth Management held 2,100 shares of O'Reilly Automotive worth $193K as of Q2 2026.
  • Institute for Wealth Management sold 120 O'Reilly Automotive shares in Q2 2026, an estimated $10.9K.
  • O'Reilly Automotive made up 0.02% of Institute for Wealth Management's portfolio in Q2 2026, its #528 holding.
  • Institute for Wealth Management first reported a position in O'Reilly Automotive in Q4 2022 and has held it in 15 quarters since.
  • Institute for Wealth Management's O'Reilly Automotive position peaked at $409K in Q3 2025.
  • 1,658 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.