United Asset Strategies’s O'Reilly Automotive ORLY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
Sell
-10,137
Closed -$936K 268
2026
Q1
$936K Buy
10,137
+95
+0.9% +$8.91K 0.07% 144
2025
Q4
$916K Buy
10,042
+463
+5% +$45.2K 0.07% 152
2025
Q3
$1.03M Sell
9,579
-47
-0.5% -$4.72K 0.08% 144
2025
Q2
$868K Sell
9,626
-334
-3% -$30.5K 0.07% 153
2025
Q1
$951K Buy
9,960
+885
+10% +$77K 0.09% 145
2024
Q4
$717K Buy
9,075
+405
+5% +$32.7K 0.07% 157
2024
Q3
$666K Sell
8,670
-13,905
-62% -$1.02M 0.06% 171
2024
Q2
$1.59M Buy
22,575
+480
+2% +$33.2K 0.16% 116
2024
Q1
$1.66M Buy
22,095
+525
+2% +$36.7K 0.17% 111
2023
Q4
$1.37M Buy
21,570
+75
+0.3% +$4.74K 0.15% 124
2023
Q3
$1.3M Buy
+21,495
New +$1.35M 0.17% 124

Other funds holding ORLY

United Asset Strategies's ORLY Position: Q2 2026 in Review

United Asset Strategies sold out of O'Reilly Automotive (ORLY) in Q2 2026, closing a stake of 10,137 shares — an estimated $936K sold.

United Asset Strategies first reported a position in ORLY in Q3 2023 and held it in 11 quarters. The position peaked at $1.66M in Q1 2024. 1,146 funds tracked by Wall St. Rank hold ORLY as of Q2 2026.

  • United Asset Strategies reported no remaining O'Reilly Automotive position as of Q2 2026 after selling out during the quarter.
  • United Asset Strategies sold 10,137 O'Reilly Automotive shares in Q2 2026, an estimated $936K.
  • United Asset Strategies first reported a position in O'Reilly Automotive in Q3 2023 and held it in 11 quarters.
  • United Asset Strategies's O'Reilly Automotive position peaked at $1.66M in Q1 2024.
  • 1,146 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q2 2026.

Based on United Asset Strategies's 13F filing for Q2 2026, filed 13 Jul 2026.