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

Modern 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 		$1.56M Buy
16,992
+51
+0.3% +$4.65K 0.02% 423
2026
Q1 		$1.56M Buy
16,941
+449
+3% +$42.1K 0.03% 339
2025
Q4 		$1.5M Buy
16,492
+347
+2% +$33.9K 0.03% 344
2025
Q3 		$1.74M Sell
16,145
-516
-3% -$51.9K 0.03% 299
2025
Q2 		$1.5M Buy
16,661
+1,181
+8% +$108K 0.04% 302
2025
Q1 		$1.48M Buy
15,480
+465
+3% +$40.5K 0.05% 251
2024
Q4 		$1.19M Buy
15,015
+435
+3% +$35.1K 0.04% 239
2024
Q3 		$1.12M Buy
14,580
+15
+0.1% +$1.1K 0.07% 152
2024
Q2 		$1.03M Buy
14,565
+315
+2% +$21.8K 0.08% 138
2024
Q1 		$1.07M Buy
14,250
+555
+4% +$38.8K 0.1% 110
2023
Q4 		$867K Buy
+13,695
New +$865K 0.11% 66

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

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

Modern Wealth Management increased its O'Reilly Automotive (ORLY) stake by 0.3% in Q2 2026, buying an estimated $4.65K and bringing the position to 16,992 shares worth $1.56M. The position accounts for 0.02% of the portfolio, ranked #423.

Modern Wealth Management first reported a position in ORLY in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.74M in Q3 2025. 1,658 funds tracked by Wall St. Rank hold ORLY as of Q2 2026.

  • Modern Wealth Management held 16,992 shares of O'Reilly Automotive worth $1.56M as of Q2 2026.
  • Modern Wealth Management bought 51 O'Reilly Automotive shares in Q2 2026, an estimated $4.65K.
  • O'Reilly Automotive made up 0.02% of Modern Wealth Management's portfolio in Q2 2026, its #423 holding.
  • Modern Wealth Management first reported a position in O'Reilly Automotive in Q4 2023 and has held it in 11 quarters since.
  • Modern Wealth Management's O'Reilly Automotive position peaked at $1.74M in Q3 2025.
  • 1,658 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.