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Marks Group Wealth Management’s O'Reilly Automotive ORLY Stock Holding History

Marks Group Wealth Management’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 		$499K Sell
5,415
-1,489
-22% -$136K 0.04% 266
2026
Q1 		$637K Hold
6,904
– – 0.06% 226
2025
Q4 		$630K Buy
6,904
+39
+0.6% +$3.81K 0.06% 226
2025
Q3 		$740K Sell
6,865
-770
-10% -$77.4K 0.07% 195
2025
Q2 		$688K Sell
7,635
-1,050
-12% -$95.7K 0.06% 204
2025
Q1 		$829K Sell
8,685
-120
-1% -$10.4K 0.08% 197
2024
Q4 		$696K Sell
8,805
-270
-3% -$21.8K 0.07% 194
2024
Q3 		$697K Buy
9,075
+135
+2% +$9.92K 0.07% 196
2024
Q2 		$629K Sell
8,940
-315
-3% -$21.8K 0.07% 202
2024
Q1 		$697K Sell
9,255
-510
-5% -$35.7K 0.07% 192
2023
Q4 		$619K Buy
9,765
+345
+4% +$21.8K 0.07% 200
2023
Q3 		$571K Sell
9,420
-15
-0.2% -$941 0.07% 199
2023
Q2 		$601K Sell
9,435
-285
-3% -$17.4K 0.07% 201
2023
Q1 		$550K Buy
9,720
+225
+2% +$12.3K 0.07% 203
2022
Q4 		$534K Buy
9,495
+45
+0.5% +$2.42K 0.07% 204
2022
Q3 		$443K Hold
9,450
– – 0.07% 210
2022
Q2 		$398K Buy
9,450
+480
+5% +$20.7K 0.06% 221
2022
Q1 		$410K Hold
8,970
– – 0.05% 249
2021
Q4 		$422K Sell
8,970
-375
-4% -$16.2K 0.05% 248
2021
Q3 		$381K Sell
9,345
-420
-4% -$16.8K 0.05% 226
2021
Q2 		$369K Sell
9,765
-240
-2% -$8.61K 0.05% 199
2021
Q1 		$338K Sell
10,005
-180
-2% -$5.58K 0.05% 199
2020
Q4 		$307K Sell
10,185
-225
-2% -$6.79K 0.05% 209
2020
Q3 		$320K Sell
10,410
-1,440
-12% -$43.8K 0.06% 198
2020
Q2 		$334K Sell
11,850
-315
-3% -$8.23K 0.07% 186
2020
Q1 		$244K Sell
12,165
-45
-0.4% -$1.15K 0.06% 193
2019
Q4 		$357K Buy
+12,210
New +$349K 0.07% 188

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

Marks Group Wealth Management's ORLY Position: Q2 2026 in Review

Marks Group Wealth Management reduced its O'Reilly Automotive (ORLY) stake by 22% in Q2 2026, selling an estimated $136K and leaving 5,415 shares worth $499K. The position accounts for 0.04% of the portfolio, ranked #266.

Marks Group Wealth Management first reported a position in ORLY in Q4 2019 and has held it in 27 quarters since. The position peaked at $829K in Q1 2025. 1,662 funds tracked by Wall St. Rank hold ORLY as of Q2 2026.

  • Marks Group Wealth Management held 5,415 shares of O'Reilly Automotive worth $499K as of Q2 2026.
  • Marks Group Wealth Management sold 1,489 O'Reilly Automotive shares in Q2 2026, an estimated $136K.
  • O'Reilly Automotive made up 0.04% of Marks Group Wealth Management's portfolio in Q2 2026, its #266 holding.
  • Marks Group Wealth Management first reported a position in O'Reilly Automotive in Q4 2019 and has held it in 27 quarters since.
  • Marks Group Wealth Management's O'Reilly Automotive position peaked at $829K in Q1 2025.
  • 1,662 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q2 2026.

Based on Marks Group Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.