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Synergy Investment Management’s O'Reilly Automotive ORLY Stock Holding History

Synergy Investment Management’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 		$19.2K Buy
211
+117
+124% +$10.7K ﹤0.01% 524
2026
Q1 		$8.68K Buy
+94
New +$8.82K ﹤0.01% 514

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 $3.38T AUM 44.17% 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

Synergy Investment Management's ORLY Position: Q2 2026 in Review

Synergy Investment Management increased its O'Reilly Automotive (ORLY) stake by 124% in Q2 2026, buying an estimated $10.7K and bringing the position to 211 shares worth $19.2K. The position accounts for ﹤0.01% of the portfolio, ranked #524.

Synergy Investment Management first reported a position in ORLY in Q1 2026 and has held it in 2 quarters since. 1,666 funds tracked by Wall St. Rank hold ORLY as of Q2 2026.

  • Synergy Investment Management held 211 shares of O'Reilly Automotive worth $19.2K as of Q2 2026.
  • Synergy Investment Management bought 117 O'Reilly Automotive shares in Q2 2026, an estimated $10.7K.
  • O'Reilly Automotive made up ﹤0.01% of Synergy Investment Management's portfolio in Q2 2026, its #524 holding.
  • Synergy Investment Management first reported a position in O'Reilly Automotive in Q1 2026 and has held it in 2 quarters since.
  • 1,666 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.