Pictet North America Advisors’s O'Reilly Automotive ORLY Stock Holding History

Pictet North America 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	$13M	Buy	141,239 +22,393	+19%	+$2.04M	1.15%	31
2026 Q1	$11M	Buy	118,846 +981	+0.8%	+$92K	1.09%	29
2025 Q4	$10.8M	Sell	117,865 -2,803	-2%	-$274K	1.02%	26
2025 Q3	$13M	Sell	120,668 -1,170	-1%	-$118K	1.22%	26
2025 Q2	$11M	Sell	121,838 -2,287	-2%	-$209K	1.1%	29
2025 Q1	$11.9M	Buy	124,125 +10,890	+10%	+$947K	1.18%	26
2024 Q4	$8.95M	Buy	113,235 +57,105	+102%	+$4.6M	0.85%	39
2024 Q3	$4.31M	Buy	56,130 +735	+1%	+$54K	0.43%	53
2024 Q2	$3.9M	Buy	55,395 +46,395	+516%	+$3.21M	0.42%	56
2024 Q1	$677K	Buy	+9,000	New	+$629K	0.08%	103

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

Pictet North America Advisors's ORLY Position: Q2 2026 in Review

Pictet North America Advisors increased its O'Reilly Automotive (ORLY) stake by 19% in Q2 2026, buying an estimated $2.04M and bringing the position to 141,239 shares worth $13M. The position accounts for 1.15% of the portfolio, ranked #31.

Pictet North America Advisors first reported a position in ORLY in Q1 2024 and has held it in 10 quarters since. The position peaked at $13M in Q3 2025. 1,658 funds tracked by Wall St. Rank hold ORLY as of Q2 2026.

Pictet North America Advisors held 141,239 shares of O'Reilly Automotive worth $13M as of Q2 2026.
Pictet North America Advisors bought 22,393 O'Reilly Automotive shares in Q2 2026, an estimated $2.04M.
O'Reilly Automotive made up 1.15% of Pictet North America Advisors's portfolio in Q2 2026, its #31 holding.
Pictet North America Advisors first reported a position in O'Reilly Automotive in Q1 2024 and has held it in 10 quarters since.
Pictet North America Advisors's O'Reilly Automotive position peaked at $13M in Q3 2025.
1,658 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q2 2026.

Based on Pictet North America Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.