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Legacy Wealth Management (Idaho)’s O'Reilly Automotive ORLY Stock Holding History

Legacy Wealth Management (Idaho)’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 		– Sell
-143
Closed -$13.2K – 713
2026
Q1 		$13.2K Buy
143
+52
+57% +$4.88K 0.01% 439
2025
Q4 		$8.3K Buy
+91
New +$8.89K ﹤0.01% 455

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 $3.38T AUM 44.17% 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 Wealth Management (Idaho)'s ORLY Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) sold out of O'Reilly Automotive (ORLY) in Q2 2026, closing a stake of 143 shares — an estimated $13.2K sold.

Legacy Wealth Management (Idaho) first reported a position in ORLY in Q4 2025 and held it in 2 quarters. The position peaked at $13.2K in Q1 2026. 1,666 funds tracked by Wall St. Rank hold ORLY as of Q2 2026.

  • Legacy Wealth Management (Idaho) reported no remaining O'Reilly Automotive position as of Q2 2026 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 143 O'Reilly Automotive shares in Q2 2026, an estimated $13.2K.
  • Legacy Wealth Management (Idaho) first reported a position in O'Reilly Automotive in Q4 2025 and held it in 2 quarters.
  • Legacy Wealth Management (Idaho)'s O'Reilly Automotive position peaked at $13.2K in Q1 2026.
  • 1,666 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.