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Occidental Asset Management’s O'Reilly Automotive ORLY Stock Holding History

Occidental Asset 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 		– Sell
-4,810
Closed -$444K – 338
2026
Q1 		$444K Buy
4,810
+1,574
+49% +$148K 0.05% 177
2025
Q4 		$295K Buy
3,236
+117
+4% +$11.4K 0.04% 217
2025
Q3 		$336K Buy
3,119
+280
+10% +$28.1K 0.04% 194
2025
Q2 		$256K Buy
2,839
+244
+9% +$22.2K 0.04% 219
2025
Q1 		$248K Buy
+2,595
New +$226K 0.04% 210

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

Occidental Asset Management's ORLY Position: Q2 2026 in Review

Occidental Asset Management sold out of O'Reilly Automotive (ORLY) in Q2 2026, closing a stake of 4,810 shares — an estimated $444K sold.

Occidental Asset Management first reported a position in ORLY in Q1 2025 and held it in 5 quarters. The position peaked at $444K in Q1 2026. 1,661 funds tracked by Wall St. Rank hold ORLY as of Q2 2026.

  • Occidental Asset Management reported no remaining O'Reilly Automotive position as of Q2 2026 after selling out during the quarter.
  • Occidental Asset Management sold 4,810 O'Reilly Automotive shares in Q2 2026, an estimated $444K.
  • Occidental Asset Management first reported a position in O'Reilly Automotive in Q1 2025 and held it in 5 quarters.
  • Occidental Asset Management's O'Reilly Automotive position peaked at $444K in Q1 2026.
  • 1,661 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q2 2026.

Based on Occidental Asset Management's 13F filing for Q2 2026, filed 7 Aug 2026.