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

MorganRosel 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 		$381K Sell
4,138
-95
-2% -$8.67K 0.13% 88
2026
Q1 		$391K Sell
4,233
-6,979
-62% -$655K 0.15% 84
2025
Q4 		$1.02M Buy
11,212
+887
+9% +$86.7K 0.26% 59
2025
Q3 		$1.11M Sell
10,325
-6,973
-40% -$701K 0.29% 57
2025
Q2 		$1.56M Buy
17,298
+5,688
+49% +$519K 0.42% 41
2025
Q1 		$1.11M Buy
11,610
+1,020
+10% +$88.7K 0.34% 51
2024
Q4 		$837K Buy
10,590
+1,845
+21% +$149K 0.27% 64
2024
Q3 		$671K Sell
8,745
-1,575
-15% -$116K 0.22% 71
2024
Q2 		$727K Sell
10,320
-495
-5% -$34.2K 0.26% 69
2024
Q1 		$814K Sell
10,815
-420
-4% -$29.4K 0.29% 65
2023
Q4 		$712K Sell
11,235
-4,620
-29% -$292K 0.28% 61
2023
Q3 		$961K Sell
15,855
-195
-1% -$12.2K 0.4% 43
2023
Q2 		$1.02M Sell
16,050
-2,880
-15% -$176K 0.42% 40
2023
Q1 		$1.07M Hold
18,930
– – 0.46% 36
2022
Q4 		$1.07M Buy
18,930
+2,550
+16% +$137K 0.49% 34
2022
Q3 		$768K Buy
+16,380
New +$764K 0.39% 51
2020
Q4 		– Sell
-23,580
Closed -$725K – 78
2020
Q3 		$725K Sell
23,580
-555
-2% -$16.9K 0.58% 36
2020
Q2 		$678K Sell
24,135
-1,365
-5% -$35.7K 0.63% 30
2020
Q1 		$512K Sell
25,500
-1,245
-5% -$31.8K 0.58% 37
2019
Q4 		$781K Sell
26,745
-1,800
-6% -$51.5K 0.59% 33
2019
Q3 		$758K Sell
28,545
-1,125
-4% -$29.1K 0.62% 34
2019
Q2 		$731K Sell
29,670
-735
-2% -$18.6K 0.6% 41
2019
Q1 		$787K Buy
+30,405
New +$736K 0.67% 34

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

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

MorganRosel Wealth Management reduced its O'Reilly Automotive (ORLY) stake by 2.2% in Q2 2026, selling an estimated $8.67K and leaving 4,138 shares worth $381K. The position accounts for 0.13% of the portfolio, ranked #88.

MorganRosel Wealth Management first reported a position in ORLY in Q1 2019 and has held it in 23 quarters since. The position peaked at $1.56M in Q2 2025. 1,662 funds tracked by Wall St. Rank hold ORLY as of Q2 2026.

  • MorganRosel Wealth Management held 4,138 shares of O'Reilly Automotive worth $381K as of Q2 2026.
  • MorganRosel Wealth Management sold 95 O'Reilly Automotive shares in Q2 2026, an estimated $8.67K.
  • O'Reilly Automotive made up 0.13% of MorganRosel Wealth Management's portfolio in Q2 2026, its #88 holding.
  • MorganRosel Wealth Management first reported a position in O'Reilly Automotive in Q1 2019 and has held it in 23 quarters since.
  • MorganRosel Wealth Management's O'Reilly Automotive position peaked at $1.56M in Q2 2025.
  • 1,662 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q2 2026.

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