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

Summit 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 		$274K Hold
2,975
– – 0.04% 244
2026
Q1 		$275K Buy
+2,975
New +$279K 0.04% 227

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

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

Summit Wealth Partners held its O'Reilly Automotive (ORLY) position steady in Q2 2026 at 2,975 shares worth $274K. The position accounts for 0.04% of the portfolio, ranked #244.

Summit Wealth Partners first reported a position in ORLY in Q1 2026 and has held it in 2 quarters since. The position peaked at $275K in Q1 2026. 1,660 funds tracked by Wall St. Rank hold ORLY as of Q2 2026.

  • Summit Wealth Partners held 2,975 shares of O'Reilly Automotive worth $274K as of Q2 2026.
  • Summit Wealth Partners left its O'Reilly Automotive share count unchanged in Q2 2026.
  • O'Reilly Automotive made up 0.04% of Summit Wealth Partners's portfolio in Q2 2026, its #244 holding.
  • Summit Wealth Partners first reported a position in O'Reilly Automotive in Q1 2026 and has held it in 2 quarters since.
  • Summit Wealth Partners's O'Reilly Automotive position peaked at $275K in Q1 2026.
  • 1,660 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q2 2026.

Based on Summit Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.