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

Triad 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	$456K	Buy	5,082 +202	+4%	+$18.4K	0.03%	338
2026 Q1	$450K	Buy	4,880 +619	+15%	+$58.1K	0.04%	293
2025 Q4	$389K	Sell	4,261 -762	-15%	-$74.4K	0.04%	323
2025 Q3	$542K	Sell	5,023 -17	-0.3%	-$1.71K	0.07%	193
2025 Q2	$454K	Buy	5,040 +345	+7%	+$31.5K	0.09%	168
2025 Q1	$448K	Buy	4,695 +330	+8%	+$28.7K	0.14%	114
2024 Q4	$345K	Buy	+4,365	New	+$352K	0.12%	121
2024 Q3	–	Sell	-3,165	Closed	-$223K	–	635
2024 Q2	$223K	Buy	+3,165	New	+$219K	0.12%	88

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

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

Triad Wealth Partners increased its O'Reilly Automotive (ORLY) stake by 4.1% in Q2 2026, buying an estimated $18.4K and bringing the position to 5,082 shares worth $456K. The position accounts for 0.03% of the portfolio, ranked #338.

Triad Wealth Partners first reported a position in ORLY in Q2 2024 and has held it in 8 quarters since. The position peaked at $542K in Q3 2025. 1,664 funds tracked by Wall St. Rank hold ORLY as of Q2 2026.

Triad Wealth Partners held 5,082 shares of O'Reilly Automotive worth $456K as of Q2 2026.
Triad Wealth Partners bought 202 O'Reilly Automotive shares in Q2 2026, an estimated $18.4K.
O'Reilly Automotive made up 0.03% of Triad Wealth Partners's portfolio in Q2 2026, its #338 holding.
Triad Wealth Partners first reported a position in O'Reilly Automotive in Q2 2024 and has held it in 8 quarters since.
Triad Wealth Partners's O'Reilly Automotive position peaked at $542K in Q3 2025.
1,664 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.