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

Perigon 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 		$791K Buy
8,588
+933
+12% +$85.1K 0.01% 684
2026
Q1 		$707K Buy
7,655
+53
+0.7% +$4.97K 0.01% 645
2025
Q4 		$693K Buy
7,602
+57
+0.8% +$5.57K 0.01% 663
2025
Q3 		$813K Sell
7,545
-659
-8% -$66.2K 0.02% 579
2025
Q2 		$739K Buy
8,204
+1,049
+15% +$95.6K 0.02% 567
2025
Q1 		$683K Sell
7,155
-1,515
-17% -$132K 0.02% 543
2024
Q4 		$696K Buy
8,670
+1,905
+28% +$154K 0.02% 542
2024
Q3 		$519K Buy
6,765
+720
+12% +$52.9K 0.01% 609
2024
Q2 		$426K Buy
6,045
+900
+17% +$62.2K 0.01% 583
2024
Q1 		$387K Sell
5,145
-45
-0.9% -$3.15K 0.01% 602
2023
Q4 		$329K Buy
5,190
+645
+14% +$40.8K 0.01% 624
2023
Q3 		$275K Sell
4,545
-495
-10% -$31.1K 0.01% 617
2023
Q2 		$321K Buy
5,040
+285
+6% +$17.4K 0.01% 584
2023
Q1 		$269K Sell
4,755
-975
-17% -$53.4K 0.02% 578
2022
Q4 		$322K Buy
5,730
+555
+11% +$29.8K 0.02% 505
2022
Q3 		$243K Sell
5,175
-225
-4% -$10.5K 0.02% 484
2022
Q2 		$227K Buy
5,400
+555
+11% +$23.9K 0.02% 508
2022
Q1 		$221K Buy
4,845
+150
+3% +$6.7K 0.02% 560
2021
Q4 		$221K Buy
+4,695
New +$203K 0.02% 532
2021
Q1 		– Sell
-1,305
Closed -$39K – 870
2020
Q4 		$39K Buy
+1,305
New +$39.4K ﹤0.01% 821
2018
Q2 		– Sell
-30
Closed – – 495
2018
Q1 		$0 Buy
+30
New +$507 ﹤0.01% 670

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

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

Perigon Wealth Management increased its O'Reilly Automotive (ORLY) stake by 12% in Q2 2026, buying an estimated $85.1K and bringing the position to 8,588 shares worth $791K. The position accounts for 0.01% of the portfolio, ranked #684.

Perigon Wealth Management first reported a position in ORLY in Q1 2018 and has held it in 21 quarters since. The position peaked at $813K in Q3 2025. 1,658 funds tracked by Wall St. Rank hold ORLY as of Q2 2026.

  • Perigon Wealth Management held 8,588 shares of O'Reilly Automotive worth $791K as of Q2 2026.
  • Perigon Wealth Management bought 933 O'Reilly Automotive shares in Q2 2026, an estimated $85.1K.
  • O'Reilly Automotive made up 0.01% of Perigon Wealth Management's portfolio in Q2 2026, its #684 holding.
  • Perigon Wealth Management first reported a position in O'Reilly Automotive in Q1 2018 and has held it in 21 quarters since.
  • Perigon Wealth Management's O'Reilly Automotive position peaked at $813K in Q3 2025.
  • 1,658 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q2 2026.

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