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Summit Wealth & Retirement Planning’s O'Reilly Automotive ORLY Stock Holding History

Summit Wealth & Retirement Planning’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 		$666K Hold
7,230
– – 0.14% 56
2026
Q1 		$667K Sell
7,230
-180
-2% -$16.9K 0.16% 50
2025
Q4 		$676K Buy
7,410
+180
+2% +$17.6K 0.16% 46
2025
Q3 		$779K Hold
7,230
– – 0.19% 41
2025
Q2 		$652K Buy
+7,230
New +$659K 0.17% 41

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 & Retirement Planning's ORLY Position: Q2 2026 in Review

Summit Wealth & Retirement Planning held its O'Reilly Automotive (ORLY) position steady in Q2 2026 at 7,230 shares worth $666K. The position accounts for 0.14% of the portfolio, ranked #56.

Summit Wealth & Retirement Planning first reported a position in ORLY in Q2 2025 and has held it in 5 quarters since. The position peaked at $779K in Q3 2025. 1,662 funds tracked by Wall St. Rank hold ORLY as of Q2 2026.

  • Summit Wealth & Retirement Planning held 7,230 shares of O'Reilly Automotive worth $666K as of Q2 2026.
  • Summit Wealth & Retirement Planning left its O'Reilly Automotive share count unchanged in Q2 2026.
  • O'Reilly Automotive made up 0.14% of Summit Wealth & Retirement Planning's portfolio in Q2 2026, its #56 holding.
  • Summit Wealth & Retirement Planning first reported a position in O'Reilly Automotive in Q2 2025 and has held it in 5 quarters since.
  • Summit Wealth & Retirement Planning's O'Reilly Automotive position peaked at $779K in Q3 2025.
  • 1,662 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q2 2026.

Based on Summit Wealth & Retirement Planning's 13F filing for Q2 2026, filed 27 Jul 2026.