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Sagespring Wealth Partners’s O'Reilly Automotive ORLY Stock Holding History

Sagespring Wealth 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 		$1.07M Sell
11,634
-3,377
-22% -$308K 0.02% 331
2026
Q1 		$1.39M Buy
15,011
+48
+0.3% +$4.5K 0.03% 256
2025
Q4 		$1.36M Buy
14,963
+815
+6% +$79.6K 0.02% 252
2025
Q3 		$1.53M Buy
14,148
+959
+7% +$96.4K 0.03% 226
2025
Q2 		$1.19M Buy
13,189
+1,474
+13% +$134K 0.03% 255
2025
Q1 		$1.12M Buy
11,715
+1,485
+15% +$129K 0.03% 229
2024
Q4 		$809K Buy
+10,230
New +$825K 0.02% 254

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

Sagespring Wealth Partners's ORLY Position: Q2 2026 in Review

Sagespring Wealth Partners reduced its O'Reilly Automotive (ORLY) stake by 22% in Q2 2026, selling an estimated $308K and leaving 11,634 shares worth $1.07M. The position accounts for 0.02% of the portfolio, ranked #331.

Sagespring Wealth Partners first reported a position in ORLY in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.53M in Q3 2025. 1,664 funds tracked by Wall St. Rank hold ORLY as of Q2 2026.

  • Sagespring Wealth Partners held 11,634 shares of O'Reilly Automotive worth $1.07M as of Q2 2026.
  • Sagespring Wealth Partners sold 3,377 O'Reilly Automotive shares in Q2 2026, an estimated $308K.
  • O'Reilly Automotive made up 0.02% of Sagespring Wealth Partners's portfolio in Q2 2026, its #331 holding.
  • Sagespring Wealth Partners first reported a position in O'Reilly Automotive in Q4 2024 and has held it in 7 quarters since.
  • Sagespring Wealth Partners's O'Reilly Automotive position peaked at $1.53M in Q3 2025.
  • 1,664 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q2 2026.

Based on Sagespring Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.