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

JFS 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 		$40K Buy
434
+2
+0.5% +$182 ﹤0.01% 594
2026
Q1 		$39.9K Sell
432
-19
-4% -$1.78K ﹤0.01% 573
2025
Q4 		$41.1K Buy
451
+81
+22% +$7.91K ﹤0.01% 578
2025
Q3 		$39.9K Sell
370
-4
-1% -$402 ﹤0.01% 553
2025
Q2 		$33.7K Sell
374
-1
-0.3% -$91 ﹤0.01% 548
2025
Q1 		$35.8K Hold
375
– – ﹤0.01% 539
2024
Q4 		$29.6K Sell
375
-45
-11% -$3.63K ﹤0.01% 549
2024
Q3 		$32.2K Buy
420
+15
+4% +$1.1K ﹤0.01% 539
2024
Q2 		$28.5K Sell
405
-30
-7% -$2.07K ﹤0.01% 520
2024
Q1 		$32.7K Hold
435
– – ﹤0.01% 516
2023
Q4 		$27.6K Buy
435
+60
+16% +$3.79K ﹤0.01% 518
2023
Q3 		$22.7K Hold
375
– – ﹤0.01% 512
2023
Q2 		$23.9K Sell
375
-15
-4% -$916 ﹤0.01% 502
2023
Q1 		$22.1K Sell
390
-15
-4% -$822 ﹤0.01% 511
2022
Q4 		$22.8K Buy
405
+15
+4% +$807 ﹤0.01% 506
2022
Q3 		$18K Buy
390
+60
+18% +$2.8K ﹤0.01% 597
2022
Q2 		$14K Sell
330
-45
-12% -$1.94K ﹤0.01% 674
2022
Q1 		$17K Buy
375
+135
+56% +$6.03K ﹤0.01% 644
2021
Q4 		$11K Buy
240
+105
+78% +$4.54K ﹤0.01% 676
2021
Q3 		$5K Buy
+135
New +$5.4K ﹤0.01% 719
2020
Q1 		– Sell
-45
Closed -$1K – 551
2019
Q4 		$1K Hold
45
– – ﹤0.01% 491
2019
Q3 		$1K Buy
+45
New +$1.16K ﹤0.01% 491
2016
Q2 		– Sell
-90
Closed -$2K – 590
2016
Q1 		$2K Buy
+90
New +$1.54K ﹤0.01% 526

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

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

JFS Wealth Advisors increased its O'Reilly Automotive (ORLY) stake by 0.46% in Q2 2026, buying an estimated $182 and bringing the position to 434 shares worth $40K. The position accounts for ﹤0.01% of the portfolio, ranked #594.

JFS Wealth Advisors first reported a position in ORLY in Q1 2016 and has held it in 23 quarters since. The position peaked at $41.1K in Q4 2025. 1,658 funds tracked by Wall St. Rank hold ORLY as of Q2 2026.

  • JFS Wealth Advisors held 434 shares of O'Reilly Automotive worth $40K as of Q2 2026.
  • JFS Wealth Advisors bought 2 O'Reilly Automotive shares in Q2 2026, an estimated $182.
  • O'Reilly Automotive made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #594 holding.
  • JFS Wealth Advisors first reported a position in O'Reilly Automotive in Q1 2016 and has held it in 23 quarters since.
  • JFS Wealth Advisors's O'Reilly Automotive position peaked at $41.1K in Q4 2025.
  • 1,658 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.