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

Kingswood 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 		$907K Sell
9,853
-223
-2% -$20.3K 0.04% 430
2026
Q1 		$930K Sell
10,076
-4,547
-31% -$426K 0.04% 392
2025
Q4 		$1.33M Sell
14,623
-2,101
-13% -$205K 0.06% 293
2025
Q3 		$1.8M Buy
16,724
+10,923
+188% +$1.1M 0.11% 193
2025
Q2 		$523K Buy
5,801
+326
+6% +$29.7K 0.04% 398
2025
Q1 		$523K Buy
5,475
+495
+10% +$43.1K 0.05% 381
2024
Q4 		$394K Sell
4,980
-19,995
-80% -$1.61M 0.03% 517
2024
Q3 		$1.92M Buy
24,975
+13,755
+123% +$1.01M 0.14% 174
2024
Q2 		$790K Buy
11,220
+15
+0.1% +$1.04K 0.07% 283
2024
Q1 		$843K Sell
11,205
-90
-0.8% -$6.29K 0.1% 235
2023
Q4 		$715K Buy
11,295
+1,005
+10% +$63.5K 0.08% 265
2023
Q3 		$623K Buy
+10,290
New +$645K 0.11% 204

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

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

Kingswood Wealth Advisors reduced its O'Reilly Automotive (ORLY) stake by 2.2% in Q2 2026, selling an estimated $20.3K and leaving 9,853 shares worth $907K. The position accounts for 0.04% of the portfolio, ranked #430.

Kingswood Wealth Advisors first reported a position in ORLY in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.92M in Q3 2024. 1,658 funds tracked by Wall St. Rank hold ORLY as of Q2 2026.

  • Kingswood Wealth Advisors held 9,853 shares of O'Reilly Automotive worth $907K as of Q2 2026.
  • Kingswood Wealth Advisors sold 223 O'Reilly Automotive shares in Q2 2026, an estimated $20.3K.
  • O'Reilly Automotive made up 0.04% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #430 holding.
  • Kingswood Wealth Advisors first reported a position in O'Reilly Automotive in Q3 2023 and has held it in 12 quarters since.
  • Kingswood Wealth Advisors's O'Reilly Automotive position peaked at $1.92M in Q3 2024.
  • 1,658 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.