Legacy Financial Group (Iowa)’s O'Reilly Automotive ORLY Stock Holding History

Legacy Financial Group (Iowa)’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	$650K	Buy	7,053 +53	+0.8%	+$4.83K	0.07%	82
2026 Q1	$646K	Hold	7,000	–	–	0.08%	76
2025 Q4	$677K	Sell	7,000 -200	-3%	-$19.5K	0.08%	74
2025 Q3	$776K	Hold	7,200	–	–	0.1%	63
2025 Q2	$649K	Buy	7,200 +1,185	+20%	+$108K	0.09%	66
2025 Q1	$574K	Sell	6,015 -1,575	-21%	-$137K	0.09%	66
2024 Q4	$600K	Buy	+7,590	New	+$612K	0.1%	68
2024 Q3	–	Sell	-7,590	Closed	-$534K	–	87
2024 Q2	$534K	Sell	7,590 -315	-4%	-$21.8K	0.11%	67
2024 Q1	$595K	Buy	+7,905	New	+$553K	0.12%	60
2023 Q4	–	Sell	-7,905	Closed	-$479K	–	364
2023 Q3	$479K	Buy	+7,905	New	+$496K	0.11%	63

Other funds holding ORLY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Legacy Financial Group (Iowa)'s ORLY Position: Q2 2026 in Review

Legacy Financial Group (Iowa) increased its O'Reilly Automotive (ORLY) stake by 0.76% in Q2 2026, buying an estimated $4.83K and bringing the position to 7,053 shares worth $650K. The position accounts for 0.07% of the portfolio, ranked #82.

Legacy Financial Group (Iowa) first reported a position in ORLY in Q3 2023 and has held it in 10 quarters since. The position peaked at $776K in Q3 2025. 1,658 funds tracked by Wall St. Rank hold ORLY as of Q2 2026.

Legacy Financial Group (Iowa) held 7,053 shares of O'Reilly Automotive worth $650K as of Q2 2026.
Legacy Financial Group (Iowa) bought 53 O'Reilly Automotive shares in Q2 2026, an estimated $4.83K.
O'Reilly Automotive made up 0.07% of Legacy Financial Group (Iowa)'s portfolio in Q2 2026, its #82 holding.
Legacy Financial Group (Iowa) first reported a position in O'Reilly Automotive in Q3 2023 and has held it in 10 quarters since.
Legacy Financial Group (Iowa)'s O'Reilly Automotive position peaked at $776K in Q3 2025.
1,658 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q2 2026.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q2 2026, filed 5 Aug 2026.