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PDS Planning’s O'Reilly Automotive ORLY Stock Holding History

PDS Planning’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 		$630K Sell
6,838
-40
-0.6% -$3.65K 0.04% 251
2026
Q1 		$635K Buy
6,878
+261
+4% +$24.5K 0.04% 216
2025
Q4 		$604K Sell
6,617
-554
-8% -$54.1K 0.04% 219
2025
Q3 		$773K Buy
7,171
+211
+3% +$21.2K 0.05% 173
2025
Q2 		$627K Buy
6,960
+555
+9% +$50.6K 0.05% 197
2025
Q1 		$612K Buy
6,405
+315
+5% +$27.4K 0.05% 180
2024
Q4 		$481K Buy
6,090
+75
+1% +$6.05K 0.04% 196
2024
Q3 		$462K Buy
6,015
+105
+2% +$7.71K 0.04% 209
2024
Q2 		$416K Buy
5,910
+1,005
+20% +$69.5K 0.04% 202
2024
Q1 		$369K Buy
4,905
+345
+8% +$24.1K 0.04% 214
2023
Q4 		$289K Sell
4,560
-225
-5% -$14.2K 0.03% 239
2023
Q3 		$290K Buy
4,785
+45
+0.9% +$2.82K 0.04% 220
2023
Q2 		$302K Buy
4,740
+1,200
+34% +$73.3K 0.04% 216
2023
Q1 		$200K Buy
+3,540
New +$194K 0.03% 271

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

PDS Planning's ORLY Position: Q2 2026 in Review

PDS Planning reduced its O'Reilly Automotive (ORLY) stake by 0.58% in Q2 2026, selling an estimated $3.65K and leaving 6,838 shares worth $630K. The position accounts for 0.04% of the portfolio, ranked #251.

PDS Planning first reported a position in ORLY in Q1 2023 and has held it in 14 quarters since. The position peaked at $773K in Q3 2025. 1,662 funds tracked by Wall St. Rank hold ORLY as of Q2 2026.

  • PDS Planning held 6,838 shares of O'Reilly Automotive worth $630K as of Q2 2026.
  • PDS Planning sold 40 O'Reilly Automotive shares in Q2 2026, an estimated $3.65K.
  • O'Reilly Automotive made up 0.04% of PDS Planning's portfolio in Q2 2026, its #251 holding.
  • PDS Planning first reported a position in O'Reilly Automotive in Q1 2023 and has held it in 14 quarters since.
  • PDS Planning's O'Reilly Automotive position peaked at $773K in Q3 2025.
  • 1,662 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q2 2026.

Based on PDS Planning's 13F filing for Q2 2026, filed 5 Aug 2026.