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SageView Advisory Group’s O'Reilly Automotive ORLY Stock Holding History

SageView Advisory Group’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 		$336K Sell
3,653
-3,055
-46% -$279K 0.01% 466
2026
Q1 		$619K Sell
6,708
-380
-5% -$35.6K 0.02% 312
2025
Q4 		$646K Buy
7,088
+367
+5% +$35.9K 0.02% 316
2025
Q3 		$725K Buy
6,721
+479
+8% +$48.2K 0.03% 313
2025
Q2 		$608K Buy
6,242
+3,467
+125% +$316K 0.02% 330
2025
Q1 		$265K Buy
2,775
+135
+5% +$11.7K 0.01% 503
2024
Q4 		$209K Buy
+2,640
New +$213K 0.01% 563
2024
Q3 		– Sell
-8,340
Closed -$587K – 552
2024
Q2 		$587K Buy
+8,340
New +$577K 0.03% 310
2024
Q1 		– Sell
-7,275
Closed -$505K – 708
2023
Q4 		$505K Buy
+7,275
New +$460K 0.02% 396

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

SageView Advisory Group's ORLY Position: Q2 2026 in Review

SageView Advisory Group reduced its O'Reilly Automotive (ORLY) stake by 46% in Q2 2026, selling an estimated $279K and leaving 3,653 shares worth $336K. The position accounts for 0.01% of the portfolio, ranked #466.

SageView Advisory Group first reported a position in ORLY in Q4 2023 and has held it in 9 quarters since. The position peaked at $725K in Q3 2025. 1,664 funds tracked by Wall St. Rank hold ORLY as of Q2 2026.

  • SageView Advisory Group held 3,653 shares of O'Reilly Automotive worth $336K as of Q2 2026.
  • SageView Advisory Group sold 3,055 O'Reilly Automotive shares in Q2 2026, an estimated $279K.
  • O'Reilly Automotive made up 0.01% of SageView Advisory Group's portfolio in Q2 2026, its #466 holding.
  • SageView Advisory Group first reported a position in O'Reilly Automotive in Q4 2023 and has held it in 9 quarters since.
  • SageView Advisory Group's O'Reilly Automotive position peaked at $725K in Q3 2025.
  • 1,664 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.