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SFMG Wealth Advisors’s O'Reilly Automotive ORLY Stock Holding History

SFMG Wealth 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 		$411K Buy
4,461
+42
+1% +$3.83K 0.02% 217
2026
Q1 		$408K Buy
4,419
+191
+5% +$17.9K 0.03% 213
2025
Q4 		$386K Buy
4,228
+53
+1% +$5.18K 0.03% 214
2025
Q3 		$450K Buy
4,175
+1,900
+84% +$191K 0.03% 185
2025
Q2 		$205K Sell
2,275
-365
-14% -$33.3K 0.02% 256
2025
Q1 		$252K Sell
2,640
-420
-14% -$36.5K 0.02% 223
2024
Q4 		$242K Hold
3,060
– – 0.02% 229
2024
Q3 		$235K Hold
3,060
– – 0.02% 219
2024
Q2 		$215K Sell
3,060
-315
-9% -$21.8K 0.02% 235
2024
Q1 		$254K Sell
3,375
-135
-4% -$9.44K 0.02% 218
2023
Q4 		$222K Buy
+3,510
New +$222K 0.02% 226
2017
Q4 		– Sell
-52,590
Closed -$755K – 152
2017
Q3 		$755K Buy
+52,590
New +$694K 0.15% 50

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

SFMG Wealth Advisors's ORLY Position: Q2 2026 in Review

SFMG Wealth Advisors increased its O'Reilly Automotive (ORLY) stake by 0.95% in Q2 2026, buying an estimated $3.83K and bringing the position to 4,461 shares worth $411K. The position accounts for 0.02% of the portfolio, ranked #217.

SFMG Wealth Advisors first reported a position in ORLY in Q3 2017 and has held it in 12 quarters since. The position peaked at $755K in Q3 2017. 1,658 funds tracked by Wall St. Rank hold ORLY as of Q2 2026.

  • SFMG Wealth Advisors held 4,461 shares of O'Reilly Automotive worth $411K as of Q2 2026.
  • SFMG Wealth Advisors bought 42 O'Reilly Automotive shares in Q2 2026, an estimated $3.83K.
  • O'Reilly Automotive made up 0.02% of SFMG Wealth Advisors's portfolio in Q2 2026, its #217 holding.
  • SFMG Wealth Advisors first reported a position in O'Reilly Automotive in Q3 2017 and has held it in 12 quarters since.
  • SFMG Wealth Advisors's O'Reilly Automotive position peaked at $755K in Q3 2017.
  • 1,658 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q2 2026.

Based on SFMG Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.