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Montecito Bank & Trust’s O'Reilly Automotive ORLY Stock Holding History

Montecito Bank & Trust’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 		$684K Buy
7,427
+1,078
+17% +$98.3K 0.1% 170
2026
Q1 		$586K Sell
6,349
-1,444
-19% -$135K 0.1% 183
2025
Q4 		$711K Buy
7,793
+2,533
+48% +$247K 0.11% 165
2025
Q3 		$567K Buy
+5,260
New +$529K 0.09% 197
2025
Q1 		$441K Hold
4,620
– – 0.08% 218
2024
Q4 		$365K Buy
+4,620
New +$373K 0.06% 228

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

Montecito Bank & Trust's ORLY Position: Q2 2026 in Review

Montecito Bank & Trust increased its O'Reilly Automotive (ORLY) stake by 17% in Q2 2026, buying an estimated $98.3K and bringing the position to 7,427 shares worth $684K. The position accounts for 0.1% of the portfolio, ranked #170.

Montecito Bank & Trust first reported a position in ORLY in Q4 2024 and has held it in 6 quarters since. The position peaked at $711K in Q4 2025. 1,658 funds tracked by Wall St. Rank hold ORLY as of Q2 2026.

  • Montecito Bank & Trust held 7,427 shares of O'Reilly Automotive worth $684K as of Q2 2026.
  • Montecito Bank & Trust bought 1,078 O'Reilly Automotive shares in Q2 2026, an estimated $98.3K.
  • O'Reilly Automotive made up 0.1% of Montecito Bank & Trust's portfolio in Q2 2026, its #170 holding.
  • Montecito Bank & Trust first reported a position in O'Reilly Automotive in Q4 2024 and has held it in 6 quarters since.
  • Montecito Bank & Trust's O'Reilly Automotive position peaked at $711K in Q4 2025.
  • 1,658 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q2 2026.

Based on Montecito Bank & Trust's 13F filing for Q2 2026, filed 16 Jul 2026.