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Strategic Wealth Investment Group’s O'Reilly Automotive ORLY Stock Holding History

Strategic Wealth Investment 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 		$9.97M Buy
108,262
+3,044
+3% +$278K 1.21% 34
2026
Q1 		$9.71M Buy
105,218
+2,396
+2% +$225K 1.23% 35
2025
Q4 		$9.38M Sell
102,822
-40,624
-28% -$3.97M 1.15% 39
2025
Q3 		$15.5M Buy
143,446
+133,973
+1,414% +$13.5M 1.3% 28
2025
Q2 		$854K Buy
9,473
+233
+3% +$21.2K 1.24% 31
2025
Q1 		$882K Buy
+9,240
New +$804K 1.54% 25

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

Strategic Wealth Investment Group's ORLY Position: Q2 2026 in Review

Strategic Wealth Investment Group increased its O'Reilly Automotive (ORLY) stake by 2.9% in Q2 2026, buying an estimated $278K and bringing the position to 108,262 shares worth $9.97M. The position accounts for 1.21% of the portfolio, ranked #34.

Strategic Wealth Investment Group first reported a position in ORLY in Q1 2025 and has held it in 6 quarters since. The position peaked at $15.5M in Q3 2025. 1,658 funds tracked by Wall St. Rank hold ORLY as of Q2 2026.

  • Strategic Wealth Investment Group held 108,262 shares of O'Reilly Automotive worth $9.97M as of Q2 2026.
  • Strategic Wealth Investment Group bought 3,044 O'Reilly Automotive shares in Q2 2026, an estimated $278K.
  • O'Reilly Automotive made up 1.21% of Strategic Wealth Investment Group's portfolio in Q2 2026, its #34 holding.
  • Strategic Wealth Investment Group first reported a position in O'Reilly Automotive in Q1 2025 and has held it in 6 quarters since.
  • Strategic Wealth Investment Group's O'Reilly Automotive position peaked at $15.5M in Q3 2025.
  • 1,658 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q2 2026.

Based on Strategic Wealth Investment Group's 13F filing for Q2 2026, filed 4 Aug 2026.