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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sound View Wealth Advisors Group's ORLY Position: Q1 2026 in Review

Sound View Wealth Advisors Group reduced its O'Reilly Automotive (ORLY) stake by 0.68% in Q1 2026, selling an estimated $1.41K and leaving 2,183 shares worth $202K. The position accounts for 0.01% of the portfolio, ranked #413.

Sound View Wealth Advisors Group first reported a position in ORLY in Q1 2025 and has held it in 4 quarters since. The position peaked at $237K in Q3 2025. 1,649 funds tracked by Wall St. Rank hold ORLY as of Q1 2026.

  • Sound View Wealth Advisors Group held 2,183 shares of O'Reilly Automotive worth $202K as of Q1 2026.
  • Sound View Wealth Advisors Group sold 15 O'Reilly Automotive shares in Q1 2026, an estimated $1.41K.
  • O'Reilly Automotive made up 0.01% of Sound View Wealth Advisors Group's portfolio in Q1 2026, its #413 holding.
  • Sound View Wealth Advisors Group first reported a position in O'Reilly Automotive in Q1 2025 and has held it in 4 quarters since.
  • Sound View Wealth Advisors Group's O'Reilly Automotive position peaked at $237K in Q3 2025.
  • 1,649 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q1 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q1 2026, filed 6 May 2026.