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Sound View Wealth Advisors Group’s O'Reilly Automotive ORLY Stock Holding History

Sound View Wealth Advisors 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 		– Sell
-2,183
Closed -$202K – 456
2026
Q1 		$202K Sell
2,183
-15
-0.7% -$1.41K 0.01% 413
2025
Q4 		$200K Hold
2,198
– – 0.01% 408
2025
Q3 		$237K Buy
+2,198
New +$221K 0.02% 394
2025
Q2 		– Sell
-2,190
Closed -$209K – 430
2025
Q1 		$209K Buy
+2,190
New +$191K 0.02% 390

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

Sound View Wealth Advisors Group's ORLY Position: Q2 2026 in Review

Sound View Wealth Advisors Group sold out of O'Reilly Automotive (ORLY) in Q2 2026, closing a stake of 2,183 shares — an estimated $202K sold.

Sound View Wealth Advisors Group first reported a position in ORLY in Q1 2025 and held it in 4 quarters. The position peaked at $237K in Q3 2025. 1,662 funds tracked by Wall St. Rank hold ORLY as of Q2 2026.

  • Sound View Wealth Advisors Group reported no remaining O'Reilly Automotive position as of Q2 2026 after selling out during the quarter.
  • Sound View Wealth Advisors Group sold 2,183 O'Reilly Automotive shares in Q2 2026, an estimated $202K.
  • Sound View Wealth Advisors Group first reported a position in O'Reilly Automotive in Q1 2025 and held it in 4 quarters.
  • Sound View Wealth Advisors Group's O'Reilly Automotive position peaked at $237K in Q3 2025.
  • 1,662 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q2 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q2 2026, filed 11 Aug 2026.