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Legacy Private Trust’s O'Reilly Automotive ORLY Stock Holding History

Legacy Private Trust’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 		$228K Sell
2,480
-850
-26% -$77.5K 0.01% 258
2026
Q1 		$307K Buy
3,330
+800
+32% +$75K 0.02% 226
2025
Q4 		$231K Sell
2,530
-200
-7% -$19.5K 0.01% 248
2025
Q3 		$294K Hold
2,730
– – 0.02% 229
2025
Q2 		$246K Hold
2,730
– – 0.02% 229
2025
Q1 		$261K Hold
2,730
– – 0.02% 224
2024
Q4 		$216K Buy
+2,730
New +$220K 0.01% 227
2017
Q3 		– Sell
-19,500
Closed -$284K – 244
2017
Q2 		$284K Sell
19,500
-1,650
-8% -$26.9K 0.04% 202
2017
Q1 		$380K Hold
21,150
– – 0.05% 186
2016
Q4 		$393K Sell
21,150
-1,350
-6% -$24.7K 0.05% 192
2016
Q3 		$420K Hold
22,500
– – 0.06% 188
2016
Q2 		$407K Sell
22,500
-1,050
-4% -$18.6K 0.06% 180
2016
Q1 		$430K Hold
23,550
– – 0.06% 178
2015
Q4 		$398K Hold
23,550
– – 0.06% 192
2015
Q3 		$393K Hold
23,550
– – 0.06% 190
2015
Q2 		$355K Hold
23,550
– – 0.05% 207
2015
Q1 		$339K Hold
23,550
– – 0.05% 207
2014
Q4 		$302K Hold
23,550
– – 0.04% 218
2014
Q3 		$236K Sell
23,550
-6,750
-22% -$68.9K 0.04% 232
2014
Q2 		$304K Hold
30,300
– – 0.05% 212
2014
Q1 		$300K Sell
30,300
-2,925
-9% -$27.9K 0.05% 172
2013
Q4 		$285K Buy
33,225
+900
+3% +$7.59K 0.05% 171
2013
Q3 		$275K Hold
32,325
– – 0.06% 163
2013
Q2 		$243K Buy
+32,325
New +$233K 0.06% 164

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

Legacy Private Trust's ORLY Position: Q2 2026 in Review

Legacy Private Trust reduced its O'Reilly Automotive (ORLY) stake by 26% in Q2 2026, selling an estimated $77.5K and leaving 2,480 shares worth $228K. The position accounts for 0.01% of the portfolio, ranked #258.

Legacy Private Trust first reported a position in ORLY in Q2 2013 and has held it in 24 quarters since. The position peaked at $430K in Q1 2016. 1,660 funds tracked by Wall St. Rank hold ORLY as of Q2 2026.

  • Legacy Private Trust held 2,480 shares of O'Reilly Automotive worth $228K as of Q2 2026.
  • Legacy Private Trust sold 850 O'Reilly Automotive shares in Q2 2026, an estimated $77.5K.
  • O'Reilly Automotive made up 0.01% of Legacy Private Trust's portfolio in Q2 2026, its #258 holding.
  • Legacy Private Trust first reported a position in O'Reilly Automotive in Q2 2013 and has held it in 24 quarters since.
  • Legacy Private Trust's O'Reilly Automotive position peaked at $430K in Q1 2016.
  • 1,660 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q2 2026.

Based on Legacy Private Trust's 13F filing for Q2 2026, filed 21 Jul 2026.