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

SOA 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 		$6.91K Buy
+75
New +$6.84K ﹤0.01% 664
2024
Q2 		– Sell
-15
Closed -$1.13K – 899
2024
Q1 		$1.13K Hold
15
– – ﹤0.01% 755
2023
Q4 		$950 Hold
15
– – ﹤0.01% 759
2023
Q3 		$909 Hold
15
– – ﹤0.01% 783
2023
Q2 		$955 Hold
15
– – ﹤0.01% 785
2023
Q1 		$849 Hold
15
– – ﹤0.01% 804
2022
Q4 		$844 Hold
15
– – ﹤0.01% 809
2022
Q3 		$0 Hold
15
– – ﹤0.01% 942
2022
Q2 		$0 Sell
15
-15
-50% -$645 ﹤0.01% 968
2022
Q1 		$1K Hold
30
– – ﹤0.01% 863
2021
Q4 		$1K Hold
30
– – ﹤0.01% 835
2021
Q3 		$1K Hold
30
– – ﹤0.01% 857
2021
Q2 		$1K Hold
30
– – ﹤0.01% 838
2021
Q1 		$1K Hold
30
– – ﹤0.01% 782
2020
Q4 		$0 Buy
+30
New +$906 ﹤0.01% 863

Other funds holding ORLY

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
WC
Woodstock Corp Boston, Massachusetts $1.2B AUM 26.37% 1-Year Est. Return
HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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

SOA Wealth Advisors opened a new position in O'Reilly Automotive (ORLY) in Q2 2026: 75 shares worth $6.91K. The stake represents ﹤0.01% of the portfolio and ranks #664 among its holdings. This is a return to the name: SOA Wealth Advisors previously reported a position in ORLY as recently as Q1 2024.

SOA Wealth Advisors first reported a position in ORLY in Q4 2020 and has held it in 15 quarters since. 316 funds tracked by Wall St. Rank hold ORLY as of Q2 2026.

  • SOA Wealth Advisors held 75 shares of O'Reilly Automotive worth $6.91K as of Q2 2026.
  • O'Reilly Automotive was a new SOA Wealth Advisors position in Q2 2026.
  • O'Reilly Automotive made up ﹤0.01% of SOA Wealth Advisors's portfolio in Q2 2026, its #664 holding.
  • SOA Wealth Advisors first reported a position in O'Reilly Automotive in Q4 2020 and has held it in 15 quarters since.
  • 316 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.