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Sovereign Investment Advisors’s O'Reilly Automotive ORLY Stock Holding History

Sovereign Investment 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 		$257K Hold
2,790
– – 0.05% 92
2026
Q1 		$258K Buy
+2,790
New +$262K 0.05% 86
2025
Q1 		– Sell
-4,560
Closed -$360K – 77
2024
Q4 		$360K Buy
+4,560
New +$368K 0.11% 62

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

Sovereign Investment Advisors's ORLY Position: Q2 2026 in Review

Sovereign Investment Advisors held its O'Reilly Automotive (ORLY) position steady in Q2 2026 at 2,790 shares worth $257K. The position accounts for 0.05% of the portfolio, ranked #92.

Sovereign Investment Advisors first reported a position in ORLY in Q4 2024 and has held it in 3 quarters since. The position peaked at $360K in Q4 2024. 1,656 funds tracked by Wall St. Rank hold ORLY as of Q2 2026.

  • Sovereign Investment Advisors held 2,790 shares of O'Reilly Automotive worth $257K as of Q2 2026.
  • Sovereign Investment Advisors left its O'Reilly Automotive share count unchanged in Q2 2026.
  • O'Reilly Automotive made up 0.05% of Sovereign Investment Advisors's portfolio in Q2 2026, its #92 holding.
  • Sovereign Investment Advisors first reported a position in O'Reilly Automotive in Q4 2024 and has held it in 3 quarters since.
  • Sovereign Investment Advisors's O'Reilly Automotive position peaked at $360K in Q4 2024.
  • 1,656 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q2 2026.

Based on Sovereign Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.