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Mowery & Schoenfeld Wealth Management’s O'Reilly Automotive ORLY Stock Holding History

Mowery & Schoenfeld 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 		$35.9K Hold
390
– – 0.05% 158
2026
Q1 		$36K Sell
390
-15
-4% -$1.41K 0.06% 143
2025
Q4 		$36.9K Buy
405
+15
+4% +$1.47K 0.05% 158
2025
Q3 		$42K Sell
390
-45
-10% -$4.52K 0.07% 127
2025
Q2 		$39.2K Hold
435
– – 0.06% 130
2025
Q1 		$41.5K Hold
435
– – 0.08% 144
2024
Q4 		$34.4K Buy
+435
New +$35.1K 0.07% 138

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

Mowery & Schoenfeld Wealth Management's ORLY Position: Q2 2026 in Review

Mowery & Schoenfeld Wealth Management held its O'Reilly Automotive (ORLY) position steady in Q2 2026 at 390 shares worth $35.9K. The position accounts for 0.05% of the portfolio, ranked #158.

Mowery & Schoenfeld Wealth Management first reported a position in ORLY in Q4 2024 and has held it in 7 quarters since. The position peaked at $42K in Q3 2025. 1,029 funds tracked by Wall St. Rank hold ORLY as of Q2 2026.

  • Mowery & Schoenfeld Wealth Management held 390 shares of O'Reilly Automotive worth $35.9K as of Q2 2026.
  • Mowery & Schoenfeld Wealth Management left its O'Reilly Automotive share count unchanged in Q2 2026.
  • O'Reilly Automotive made up 0.05% of Mowery & Schoenfeld Wealth Management's portfolio in Q2 2026, its #158 holding.
  • Mowery & Schoenfeld Wealth Management first reported a position in O'Reilly Automotive in Q4 2024 and has held it in 7 quarters since.
  • Mowery & Schoenfeld Wealth Management's O'Reilly Automotive position peaked at $42K in Q3 2025.
  • 1,029 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q2 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.