LSPW
ORLY icon

Lake Street Private Wealth’s O'Reilly Automotive ORLY Stock Holding History

Lake Street Private Wealth’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 		$373K Sell
4,054
-819
-17% -$74.7K 0.04% 203
2026
Q1 		$450K Sell
4,873
-517
-10% -$48.5K 0.06% 177
2025
Q4 		$492K Sell
5,390
-70
-1% -$6.84K 0.06% 176
2025
Q3 		$589K Buy
5,460
+120
+2% +$12.1K 0.08% 151
2025
Q2 		$481K Sell
5,340
-45
-0.8% -$4.1K 0.07% 160
2025
Q1 		$514K Sell
5,385
-30
-0.6% -$2.61K 0.08% 151
2024
Q4 		$428K Hold
5,415
– – 0.07% 162
2024
Q3 		$416K Sell
5,415
-450
-8% -$33.1K 0.07% 180
2024
Q2 		$413K Sell
5,865
-840
-13% -$58.1K 0.05% 239
2024
Q1 		$505K Buy
6,705
+2,895
+76% +$202K 0.07% 222
2023
Q4 		$241K Buy
3,810
+135
+4% +$8.53K 0.04% 272
2023
Q3 		$225K Buy
3,675
+435
+13% +$27.3K 0.04% 249
2023
Q2 		$206K Buy
+3,240
New +$198K 0.04% 269

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

Lake Street Private Wealth's ORLY Position: Q2 2026 in Review

Lake Street Private Wealth reduced its O'Reilly Automotive (ORLY) stake by 17% in Q2 2026, selling an estimated $74.7K and leaving 4,054 shares worth $373K. The position accounts for 0.04% of the portfolio, ranked #203.

Lake Street Private Wealth first reported a position in ORLY in Q2 2023 and has held it in 13 quarters since. The position peaked at $589K in Q3 2025. 1,658 funds tracked by Wall St. Rank hold ORLY as of Q2 2026.

  • Lake Street Private Wealth held 4,054 shares of O'Reilly Automotive worth $373K as of Q2 2026.
  • Lake Street Private Wealth sold 819 O'Reilly Automotive shares in Q2 2026, an estimated $74.7K.
  • O'Reilly Automotive made up 0.04% of Lake Street Private Wealth's portfolio in Q2 2026, its #203 holding.
  • Lake Street Private Wealth first reported a position in O'Reilly Automotive in Q2 2023 and has held it in 13 quarters since.
  • Lake Street Private Wealth's O'Reilly Automotive position peaked at $589K in Q3 2025.
  • 1,658 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q2 2026.

Based on Lake Street Private Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.