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Spartan Wealth Advisory Services LLC’s O'Reilly Automotive ORLY Stock Holding History

Spartan Wealth Advisory Services LLC’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 		$259K Sell
2,812
-21,923
-89% -$2M 0.02% 283
2026
Q1 		$2.28M Buy
+24,735
New +$2.32M 0.2% 100

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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Spartan Wealth Advisory Services LLC's ORLY Position: Q2 2026 in Review

Spartan Wealth Advisory Services LLC reduced its O'Reilly Automotive (ORLY) stake by 89% in Q2 2026, selling an estimated $2M and leaving 2,812 shares worth $259K. The position accounts for 0.02% of the portfolio, ranked #283.

Spartan Wealth Advisory Services LLC first reported a position in ORLY in Q1 2026 and has held it in 2 quarters since. The position peaked at $2.28M in Q1 2026. 1,581 funds tracked by Wall St. Rank hold ORLY as of Q2 2026.

  • Spartan Wealth Advisory Services LLC held 2,812 shares of O'Reilly Automotive worth $259K as of Q2 2026.
  • Spartan Wealth Advisory Services LLC sold 21,923 O'Reilly Automotive shares in Q2 2026, an estimated $2M.
  • O'Reilly Automotive made up 0.02% of Spartan Wealth Advisory Services LLC's portfolio in Q2 2026, its #283 holding.
  • Spartan Wealth Advisory Services LLC first reported a position in O'Reilly Automotive in Q1 2026 and has held it in 2 quarters since.
  • Spartan Wealth Advisory Services LLC's O'Reilly Automotive position peaked at $2.28M in Q1 2026.
  • 1,581 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q2 2026.

Based on Spartan Wealth Advisory Services LLC's 13F filing for Q2 2026, filed 5 Aug 2026.