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Mount Yale Investment Advisors’s O'Reilly Automotive ORLY Stock Holding History

Mount Yale Investment Advisors’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 		$1.97M Sell
21,374
-1,356
-6% -$124K 0.04% 418
2026
Q1 		$2.1M Buy
22,730
+10,950
+93% +$1.03M 0.05% 358
2025
Q4 		$1.07M Buy
11,780
+25
+0.2% +$2.44K 0.05% 300
2025
Q3 		$1.27M Buy
11,755
+3,284
+39% +$330K 0.09% 239
2025
Q2 		$763K Sell
8,471
-259
-3% -$23.6K 0.06% 260
2025
Q1 		$834K Buy
8,730
+1,515
+21% +$132K 0.07% 227
2024
Q4 		$570K Sell
7,215
-780
-10% -$62.9K 0.05% 321
2024
Q3 		$614K Sell
7,995
-1,350
-14% -$99.2K 0.06% 298
2024
Q2 		$658K Sell
9,345
-1,605
-15% -$111K 0.05% 291
2024
Q1 		$824K Buy
10,950
+5,370
+96% +$376K 0.06% 259
2023
Q4 		$353K Sell
5,580
-315
-5% -$19.9K 0.03% 381
2023
Q3 		$357K Buy
+5,895
New +$370K 0.04% 361

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 $3.38T AUM 44.17% 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

Mount Yale Investment Advisors's ORLY Position: Q2 2026 in Review

Mount Yale Investment Advisors reduced its O'Reilly Automotive (ORLY) stake by 6% in Q2 2026, selling an estimated $124K and leaving 21,374 shares worth $1.97M. The position accounts for 0.04% of the portfolio, ranked #418.

Mount Yale Investment Advisors first reported a position in ORLY in Q3 2023 and has held it in 12 quarters since. The position peaked at $2.1M in Q1 2026. 1,666 funds tracked by Wall St. Rank hold ORLY as of Q2 2026.

  • Mount Yale Investment Advisors held 21,374 shares of O'Reilly Automotive worth $1.97M as of Q2 2026.
  • Mount Yale Investment Advisors sold 1,356 O'Reilly Automotive shares in Q2 2026, an estimated $124K.
  • O'Reilly Automotive made up 0.04% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #418 holding.
  • Mount Yale Investment Advisors first reported a position in O'Reilly Automotive in Q3 2023 and has held it in 12 quarters since.
  • Mount Yale Investment Advisors's O'Reilly Automotive position peaked at $2.1M in Q1 2026.
  • 1,666 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.