Root Financial Partners’s O'Reilly Automotive ORLY Stock Holding History

Root Financial Partners’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	-699	Closed	-$64.5K	–	2319
2026 Q1	$64.5K	Sell	699 -49	-7%	-$4.6K	﹤0.01%	751
2025 Q4	$68.2K	Sell	748 -199	-21%	-$19.4K	﹤0.01%	604
2025 Q3	$102K	Buy	+947	New	+$95.2K	0.01%	439

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

Root Financial Partners's ORLY Position: Q2 2026 in Review

Root Financial Partners sold out of O'Reilly Automotive (ORLY) in Q2 2026, closing a stake of 699 shares — an estimated $64.5K sold.

Root Financial Partners first reported a position in ORLY in Q3 2025 and held it in 3 quarters. The position peaked at $102K in Q3 2025. 1,662 funds tracked by Wall St. Rank hold ORLY as of Q2 2026.

Root Financial Partners reported no remaining O'Reilly Automotive position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 699 O'Reilly Automotive shares in Q2 2026, an estimated $64.5K.
Root Financial Partners first reported a position in O'Reilly Automotive in Q3 2025 and held it in 3 quarters.
Root Financial Partners's O'Reilly Automotive position peaked at $102K in Q3 2025.
1,662 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.