United Advisor Group’s O'Reilly Automotive ORLY Stock Holding History

United Advisor Group’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	$441K	Sell	4,784 -224	-4%	-$20.4K	0.05%	346
2026 Q1	$462K	Buy	5,008 +159	+3%	+$14.9K	0.06%	304
2025 Q4	$442K	Sell	4,849 -61	-1%	-$5.96K	0.06%	302
2025 Q3	$529K	Buy	4,910 +178	+4%	+$17.9K	0.07%	254
2025 Q2	$426K	Buy	4,732 +7	+0.1%	+$638	0.07%	251
2025 Q1	$451K	Buy	4,725 +75	+2%	+$6.53K	0.09%	200
2024 Q4	$368K	Sell	4,650 -15	-0.3%	-$1.21K	0.07%	252
2024 Q3	$358K	Buy	4,665 +1,635	+54%	+$120K	0.08%	249
2024 Q2	$213K	Sell	3,030 -60	-2%	-$4.15K	0.07%	250
2024 Q1	$233K	Buy	+3,090	New	+$216K	0.09%	191

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

United Advisor Group's ORLY Position: Q2 2026 in Review

United Advisor Group reduced its O'Reilly Automotive (ORLY) stake by 4.5% in Q2 2026, selling an estimated $20.4K and leaving 4,784 shares worth $441K. The position accounts for 0.05% of the portfolio, ranked #346.

United Advisor Group first reported a position in ORLY in Q1 2024 and has held it in 10 quarters since. The position peaked at $529K in Q3 2025. 1,662 funds tracked by Wall St. Rank hold ORLY as of Q2 2026.

United Advisor Group held 4,784 shares of O'Reilly Automotive worth $441K as of Q2 2026.
United Advisor Group sold 224 O'Reilly Automotive shares in Q2 2026, an estimated $20.4K.
O'Reilly Automotive made up 0.05% of United Advisor Group's portfolio in Q2 2026, its #346 holding.
United Advisor Group first reported a position in O'Reilly Automotive in Q1 2024 and has held it in 10 quarters since.
United Advisor Group's O'Reilly Automotive position peaked at $529K in Q3 2025.
1,662 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q2 2026.

Based on United Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.