Live Oak Private Wealth’s O'Reilly Automotive ORLY Stock Holding History

Live Oak 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	$1.44M	Sell	15,666 -636	-4%	-$58K	0.18%	94
2026 Q1	$1.5M	Sell	16,302 -116	-0.7%	-$10.9K	0.21%	86
2025 Q4	$1.5M	Buy	16,418 +154	+0.9%	+$15K	0.2%	86
2025 Q3	$1.75M	Sell	16,264 -11	-0.1%	-$1.11K	0.24%	79
2025 Q2	$1.47M	Buy	16,275 +1,695	+12%	+$155K	0.22%	88
2025 Q1	$1.39M	Hold	14,580	–	–	0.23%	85
2024 Q4	$1.15M	Hold	14,580	–	–	0.19%	87
2024 Q3	$1.12M	Hold	14,580	–	–	0.18%	87
2024 Q2	$1.03M	Hold	14,580	–	–	0.18%	90
2024 Q1	$1.1M	Buy	14,580 +135	+0.9%	+$9.44K	0.19%	87
2023 Q4	$915K	Hold	14,445	–	–	0.17%	91
2023 Q3	$875K	Hold	14,445	–	–	0.19%	85
2023 Q2	$920K	Hold	14,445	–	–	0.18%	84
2023 Q1	$818K	Sell	14,445 -105	-0.7%	-$5.75K	0.17%	91
2022 Q4	$819K	Sell	14,550 -120	-0.8%	-$6.45K	0.17%	94
2022 Q3	$688K	Hold	14,670	–	–	0.15%	98
2022 Q2	$618K	Buy	14,670 +825	+6%	+$35.5K	0.13%	111
2022 Q1	$632K	Hold	13,845	–	–	0.12%	111
2021 Q4	$652K	Hold	13,845	–	–	0.12%	110
2021 Q3	$564K	Buy	+13,845	New	+$554K	0.11%	118

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

Live Oak Private Wealth's ORLY Position: Q2 2026 in Review

Live Oak Private Wealth reduced its O'Reilly Automotive (ORLY) stake by 3.9% in Q2 2026, selling an estimated $58K and leaving 15,666 shares worth $1.44M. The position accounts for 0.18% of the portfolio, ranked #94.

Live Oak Private Wealth first reported a position in ORLY in Q3 2021 and has held it in 20 quarters since. The position peaked at $1.75M in Q3 2025. 1,661 funds tracked by Wall St. Rank hold ORLY as of Q2 2026.

Live Oak Private Wealth held 15,666 shares of O'Reilly Automotive worth $1.44M as of Q2 2026.
Live Oak Private Wealth sold 636 O'Reilly Automotive shares in Q2 2026, an estimated $58K.
O'Reilly Automotive made up 0.18% of Live Oak Private Wealth's portfolio in Q2 2026, its #94 holding.
Live Oak Private Wealth first reported a position in O'Reilly Automotive in Q3 2021 and has held it in 20 quarters since.
Live Oak Private Wealth's O'Reilly Automotive position peaked at $1.75M in Q3 2025.
1,661 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q2 2026.

Based on Live Oak Private Wealth's 13F filing for Q2 2026, filed 20 Jul 2026.