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

Modera 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 		$657K Buy
7,135
+323
+5% +$29.5K 0.01% 410
2026
Q1 		$629K Buy
6,812
+171
+3% +$16K 0.01% 400
2025
Q4 		$606K Sell
6,641
-739
-10% -$72.2K 0.01% 419
2025
Q3 		$796K Buy
+7,380
New +$742K 0.01% 370
2025
Q1 		– Sell
-2,670
Closed -$211K – 633
2024
Q4 		$211K Buy
+2,670
New +$215K ﹤0.01% 587

Other funds holding ORLY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
WF
Welch & Forbes Boston, Massachusetts $8.23B AUM 17.62% 1-Year Est. Return

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

Modera Wealth Management increased its O'Reilly Automotive (ORLY) stake by 4.7% in Q2 2026, buying an estimated $29.5K and bringing the position to 7,135 shares worth $657K. The position accounts for 0.01% of the portfolio, ranked #410.

Modera Wealth Management first reported a position in ORLY in Q4 2024 and has held it in 5 quarters since. The position peaked at $796K in Q3 2025. 959 funds tracked by Wall St. Rank hold ORLY as of Q2 2026.

  • Modera Wealth Management held 7,135 shares of O'Reilly Automotive worth $657K as of Q2 2026.
  • Modera Wealth Management bought 323 O'Reilly Automotive shares in Q2 2026, an estimated $29.5K.
  • O'Reilly Automotive made up 0.01% of Modera Wealth Management's portfolio in Q2 2026, its #410 holding.
  • Modera Wealth Management first reported a position in O'Reilly Automotive in Q4 2024 and has held it in 5 quarters since.
  • Modera Wealth Management's O'Reilly Automotive position peaked at $796K in Q3 2025.
  • 959 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q2 2026.

Based on Modera Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.