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

Mascoma 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	$17.4K	Hold	189	–	–	﹤0.01%	271
2026 Q1	$17.4K	Sell	189 -3	-2%	-$281	﹤0.01%	274
2025 Q4	$17.5K	Buy	192 +12	+7%	+$1.17K	﹤0.01%	269
2025 Q3	$19.4K	Hold	180	–	–	﹤0.01%	268
2025 Q2	$16.2K	Hold	180	–	–	﹤0.01%	277
2025 Q1	$17.2K	Hold	180	–	–	﹤0.01%	275
2024 Q4	$14.2K	Hold	180	–	–	﹤0.01%	310
2024 Q3	$13.8K	Hold	180	–	–	﹤0.01%	300
2024 Q2	$12.7K	Hold	180	–	–	﹤0.01%	311
2024 Q1	$13.5K	Hold	180	–	–	﹤0.01%	290
2023 Q4	$11.4K	Hold	180	–	–	﹤0.01%	312
2023 Q3	$10.9K	Buy	+180	New	+$11.3K	﹤0.01%	321
2023 Q1	–	Sell	-75	Closed	-$4.11K	–	623
2022 Q4	$4.22K	Sell	75 -1,125	-94%	-$60.5K	﹤0.01%	505
2022 Q3	$56K	Sell	1,200 -135	-10%	-$6.29K	0.02%	215
2022 Q2	$56K	Sell	1,335 -120	-8%	-$5.16K	0.02%	230
2022 Q1	$66K	Buy	1,455 +810	+126%	+$36.2K	0.02%	230
2021 Q4	$30K	Buy	+645	New	+$27.9K	0.01%	277

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

Mascoma Wealth Management's ORLY Position: Q2 2026 in Review

Mascoma Wealth Management held its O'Reilly Automotive (ORLY) position steady in Q2 2026 at 189 shares worth $17.4K. The position accounts for ﹤0.01% of the portfolio, ranked #271.

Mascoma Wealth Management first reported a position in ORLY in Q4 2021 and has held it in 17 quarters since. The position peaked at $66K in Q1 2022. 1,658 funds tracked by Wall St. Rank hold ORLY as of Q2 2026.

Mascoma Wealth Management held 189 shares of O'Reilly Automotive worth $17.4K as of Q2 2026.
Mascoma Wealth Management left its O'Reilly Automotive share count unchanged in Q2 2026.
O'Reilly Automotive made up ﹤0.01% of Mascoma Wealth Management's portfolio in Q2 2026, its #271 holding.
Mascoma Wealth Management first reported a position in O'Reilly Automotive in Q4 2021 and has held it in 17 quarters since.
Mascoma Wealth Management's O'Reilly Automotive position peaked at $66K in Q1 2022.
1,658 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q2 2026.

Based on Mascoma Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.