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Integrated Wealth Concepts’s O'Reilly Automotive ORLY Stock Holding History

Integrated Wealth Concepts’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 		$1.95M Buy
21,192
+2,008
+10% +$183K 0.01% 964
2026
Q1 		$1.77M Buy
19,184
+6,158
+47% +$578K 0.01% 808
2025
Q4 		$1.19M Sell
13,026
-2,297
-15% -$224K 0.01% 698
2025
Q3 		$1.65M Buy
15,323
+10,342
+208% +$1.04M 0.01% 751
2025
Q2 		$449K Sell
4,981
-3,179
-39% -$290K ﹤0.01% 1336
2025
Q1 		$779K Hold
8,160
– – 0.01% 940
2024
Q4 		$646K Buy
8,160
+795
+11% +$64.1K 0.01% 1011
2024
Q3 		$565K Buy
7,365
+165
+2% +$12.1K 0.01% 1029
2024
Q2 		$507K Sell
7,200
-1,620
-18% -$112K 0.01% 1041
2024
Q1 		$663K Sell
8,820
-720
-8% -$50.4K 0.01% 927
2023
Q4 		$474K Buy
9,540
+240
+3% +$15.2K 0.01% 1022
2023
Q3 		$563K Sell
9,300
-135
-1% -$8.47K 0.01% 930
2023
Q2 		$601K Buy
9,435
+4,800
+104% +$293K 0.01% 904
2023
Q1 		$262K Buy
4,635
+690
+17% +$37.8K 0.01% 1117
2022
Q4 		$222K Buy
+3,945
New +$212K 0.01% 909

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

Integrated Wealth Concepts's ORLY Position: Q2 2026 in Review

Integrated Wealth Concepts increased its O'Reilly Automotive (ORLY) stake by 10% in Q2 2026, buying an estimated $183K and bringing the position to 21,192 shares worth $1.95M. The position accounts for 0.01% of the portfolio, ranked #964.

Integrated Wealth Concepts first reported a position in ORLY in Q4 2022 and has held it in 15 quarters since. 1,658 funds tracked by Wall St. Rank hold ORLY as of Q2 2026.

  • Integrated Wealth Concepts held 21,192 shares of O'Reilly Automotive worth $1.95M as of Q2 2026.
  • Integrated Wealth Concepts bought 2,008 O'Reilly Automotive shares in Q2 2026, an estimated $183K.
  • O'Reilly Automotive made up 0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #964 holding.
  • Integrated Wealth Concepts first reported a position in O'Reilly Automotive in Q4 2022 and has held it in 15 quarters since.
  • 1,658 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q2 2026.

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