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Simplicity Wealth’s O'Reilly Automotive ORLY Stock Holding History

Simplicity Wealth’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 		$280K Sell
3,041
-477
-14% -$43.5K 0.01% 858
2026
Q1 		$325K Sell
3,518
-157
-4% -$14.7K 0.02% 561
2025
Q4 		$335K Buy
3,675
+215
+6% +$21K 0.02% 524
2025
Q3 		$373K Sell
3,460
-3,110
-47% -$313K 0.02% 511
2025
Q2 		$592K Buy
6,570
+2,970
+83% +$271K 0.02% 419
2025
Q1 		$343K Buy
+3,600
New +$313K 0.03% 404
2024
Q3 		– Sell
-17,280
Closed -$1.22M – 991
2024
Q2 		$1.22M Buy
17,280
+75
+0.4% +$5.18K 0.03% 473
2024
Q1 		$1.29M Buy
+17,205
New +$1.2M 0.03% 454

Other funds holding ORLY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
WF
Welch & Forbes Boston, Massachusetts $8.23B AUM 17.62% 1-Year Est. Return

Simplicity Wealth's ORLY Position: Q2 2026 in Review

Simplicity Wealth reduced its O'Reilly Automotive (ORLY) stake by 14% in Q2 2026, selling an estimated $43.5K and leaving 3,041 shares worth $280K. The position accounts for 0.01% of the portfolio, ranked #858.

Simplicity Wealth first reported a position in ORLY in Q1 2024 and has held it in 8 quarters since. The position peaked at $1.29M in Q1 2024. 1,029 funds tracked by Wall St. Rank hold ORLY as of Q2 2026.

  • Simplicity Wealth held 3,041 shares of O'Reilly Automotive worth $280K as of Q2 2026.
  • Simplicity Wealth sold 477 O'Reilly Automotive shares in Q2 2026, an estimated $43.5K.
  • O'Reilly Automotive made up 0.01% of Simplicity Wealth's portfolio in Q2 2026, its #858 holding.
  • Simplicity Wealth first reported a position in O'Reilly Automotive in Q1 2024 and has held it in 8 quarters since.
  • Simplicity Wealth's O'Reilly Automotive position peaked at $1.29M in Q1 2024.
  • 1,029 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.