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

Strategic Wealth Partners’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	$146K	Sell	1,590 -309	-16%	-$28.2K	0.01%	347
2026 Q1	$175K	Buy	1,899 +9	+0.5%	+$844	0.01%	319
2025 Q4	$172K	Hold	1,890	–	–	0.01%	328
2025 Q3	$204K	Sell	1,890 -990	-34%	-$99.5K	0.02%	333
2025 Q2	$260K	Buy	+2,880	New	+$263K	0.02%	292
2024 Q4	$256K	Buy	+2,880	New	+$232K	0.02%	280
2019 Q4	–	Sell	-1,140	Closed	-$5.6K	–	385
2019 Q3	$5.6K	Sell	1,140 -915	-45%	-$23.6K	0.03%	171
2019 Q2	$50K	Sell	2,055 -825	-29%	-$20.9K	0.02%	232
2019 Q1	$75K	Sell	2,880 -15	-0.5%	-$363	0.03%	202
2018 Q4	$66K	Sell	2,895 -465	-14%	-$10.6K	0.03%	207
2018 Q3	$78K	Sell	3,360 -870	-21%	-$18.5K	0.04%	200
2018 Q2	$77K	Sell	4,230 -9,525	-69%	-$166K	0.04%	216
2018 Q1	$227K	Sell	13,755 -540	-4%	-$9.13K	0.12%	141
2017 Q4	$202K	Buy	+14,295	New	+$213K	0.11%	146

Other funds holding ORLY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Strategic Wealth Partners's ORLY Position: Q2 2026 in Review

Strategic Wealth Partners reduced its O'Reilly Automotive (ORLY) stake by 16% in Q2 2026, selling an estimated $28.2K and leaving 1,590 shares worth $146K. The position accounts for 0.01% of the portfolio, ranked #347.

Strategic Wealth Partners first reported a position in ORLY in Q4 2017 and has held it in 14 quarters since. The position peaked at $260K in Q2 2025. 1,664 funds tracked by Wall St. Rank hold ORLY as of Q2 2026.

Strategic Wealth Partners held 1,590 shares of O'Reilly Automotive worth $146K as of Q2 2026.
Strategic Wealth Partners sold 309 O'Reilly Automotive shares in Q2 2026, an estimated $28.2K.
O'Reilly Automotive made up 0.01% of Strategic Wealth Partners's portfolio in Q2 2026, its #347 holding.
Strategic Wealth Partners first reported a position in O'Reilly Automotive in Q4 2017 and has held it in 14 quarters since.
Strategic Wealth Partners's O'Reilly Automotive position peaked at $260K in Q2 2025.
1,664 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.