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

OneAscent 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	$418K	Buy	+4,542	New	+$414K	0.12%	87
2026 Q1	–	Sell	-2,640	Closed	-$241K	–	171
2025 Q4	$241K	Sell	2,640 -1,109	-30%	-$108K	0.08%	140
2025 Q3	$404K	Buy	3,749 +1,027	+38%	+$103K	0.14%	84
2025 Q2	$245K	Buy	+2,722	New	+$248K	0.09%	140
2024 Q1	–	Sell	-4,215	Closed	-$267K	–	192
2023 Q4	$267K	Sell	4,215 -2,550	-38%	-$161K	0.11%	133
2023 Q3	$410K	Buy	6,765 +2,790	+70%	+$175K	0.18%	75
2023 Q2	$253K	Sell	3,975 -435	-10%	-$26.6K	0.12%	83
2023 Q1	$250K	Sell	4,410 -405	-8%	-$22.2K	0.1%	149
2022 Q4	$271K	Sell	4,815 -345	-7%	-$18.6K	0.13%	125
2022 Q3	$242K	Sell	5,160 -165	-3%	-$7.69K	0.13%	119
2022 Q2	$224K	Sell	5,325 -4,365	-45%	-$188K	0.11%	152
2022 Q1	$442K	Buy	+9,690	New	+$433K	0.22%	90

Other funds holding ORLY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

OneAscent Wealth Management opened a new position in O'Reilly Automotive (ORLY) in Q2 2026: 4,542 shares worth $418K. The stake represents 0.12% of the portfolio and ranks #87 among its holdings. This is a return to the name: OneAscent Wealth Management previously reported a position in ORLY as recently as Q4 2025.

OneAscent Wealth Management first reported a position in ORLY in Q1 2022 and has held it in 12 quarters since. The position peaked at $442K in Q1 2022. 1,658 funds tracked by Wall St. Rank hold ORLY as of Q2 2026.

OneAscent Wealth Management held 4,542 shares of O'Reilly Automotive worth $418K as of Q2 2026.
O'Reilly Automotive was a new OneAscent Wealth Management position in Q2 2026.
O'Reilly Automotive made up 0.12% of OneAscent Wealth Management's portfolio in Q2 2026, its #87 holding.
OneAscent Wealth Management first reported a position in O'Reilly Automotive in Q1 2022 and has held it in 12 quarters since.
OneAscent Wealth Management's O'Reilly Automotive position peaked at $442K in Q1 2022.
1,658 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q2 2026.

Based on OneAscent Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.