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New Wave Wealth Advisors’s O'Reilly Automotive ORLY Stock Holding History

New Wave Wealth 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 		$241K Buy
+2,615
New +$239K 0.07% 186
2025
Q2 		– Sell
-4,920
Closed -$470K – 157
2025
Q1 		$470K Hold
4,920
– – 0.21% 69
2024
Q4 		$389K Hold
4,920
– – 0.16% 85
2024
Q3 		$378K Hold
4,920
– – 0.17% 86
2024
Q2 		$346K Buy
+4,920
New +$340K 0.19% 85

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

New Wave Wealth Advisors's ORLY Position: Q2 2026 in Review

New Wave Wealth Advisors opened a new position in O'Reilly Automotive (ORLY) in Q2 2026: 2,615 shares worth $241K. The stake represents 0.07% of the portfolio and ranks #186 among its holdings. This is a return to the name: New Wave Wealth Advisors previously reported a position in ORLY as recently as Q1 2025.

New Wave Wealth Advisors first reported a position in ORLY in Q2 2024 and has held it in 5 quarters since. The position peaked at $470K in Q1 2025. 1,662 funds tracked by Wall St. Rank hold ORLY as of Q2 2026.

  • New Wave Wealth Advisors held 2,615 shares of O'Reilly Automotive worth $241K as of Q2 2026.
  • O'Reilly Automotive was a new New Wave Wealth Advisors position in Q2 2026.
  • O'Reilly Automotive made up 0.07% of New Wave Wealth Advisors's portfolio in Q2 2026, its #186 holding.
  • New Wave Wealth Advisors first reported a position in O'Reilly Automotive in Q2 2024 and has held it in 5 quarters since.
  • New Wave Wealth Advisors's O'Reilly Automotive position peaked at $470K in Q1 2025.
  • 1,662 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q2 2026.

Based on New Wave Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.