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Sowell Financial Services’s O'Reilly Automotive ORLY Stock Holding History

Sowell Financial Services’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 		$911K Sell
9,893
-227
-2% -$20.7K 0.03% 485
2026
Q1 		$934K Sell
10,120
-3,022
-23% -$283K 0.03% 458
2025
Q4 		$1.2M Buy
13,142
+125
+1% +$12.2K 0.04% 397
2025
Q3 		$1.4M Buy
13,017
+81
+0.6% +$8.14K 0.05% 351
2025
Q2 		$1.17M Buy
12,936
+531
+4% +$48.4K 0.05% 374
2025
Q1 		$1.18M Buy
+12,405
New +$1.08M 0.05% 346
2021
Q2 		– Sell
-37,635
Closed -$1.41M – 2040
2021
Q1 		$1.41M Buy
37,635
+600
+2% +$18.6K 0.05% 320
2020
Q4 		$1.12M Sell
37,035
-465
-1% -$14K 0.05% 305
2020
Q3 		$1.15M Sell
37,500
-1,710
-4% -$52K 0.06% 266
2020
Q2 		$1.1M Sell
39,210
-10,065
-20% -$263K 0.06% 253
2020
Q1 		$989K Sell
49,275
-7,005
-12% -$179K 0.07% 251
2019
Q4 		$1.64M Sell
56,280
-2,535
-4% -$72.5K 0.13% 181
2019
Q3 		$1.56M Buy
+58,815
New +$1.52M 0.13% 170
2019
Q1 		$1.33M Buy
51,555
+1,410
+3% +$34.1K 0.15% 153
2018
Q4 		$1.15M Buy
50,145
+15,765
+46% +$359K 0.16% 141
2018
Q3 		$796K Buy
+34,380
New +$731K 0.12% 135

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

Sowell Financial Services's ORLY Position: Q2 2026 in Review

Sowell Financial Services reduced its O'Reilly Automotive (ORLY) stake by 2.2% in Q2 2026, selling an estimated $20.7K and leaving 9,893 shares worth $911K. The position accounts for 0.03% of the portfolio, ranked #485.

Sowell Financial Services first reported a position in ORLY in Q3 2018 and has held it in 16 quarters since. The position peaked at $1.64M in Q4 2019. 1,658 funds tracked by Wall St. Rank hold ORLY as of Q2 2026.

  • Sowell Financial Services held 9,893 shares of O'Reilly Automotive worth $911K as of Q2 2026.
  • Sowell Financial Services sold 227 O'Reilly Automotive shares in Q2 2026, an estimated $20.7K.
  • O'Reilly Automotive made up 0.03% of Sowell Financial Services's portfolio in Q2 2026, its #485 holding.
  • Sowell Financial Services first reported a position in O'Reilly Automotive in Q3 2018 and has held it in 16 quarters since.
  • Sowell Financial Services's O'Reilly Automotive position peaked at $1.64M in Q4 2019.
  • 1,658 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.