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

United Financial Planning 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 		$4.14K Sell
45
-60
-57% -$5.47K ﹤0.01% 408
2026
Q1 		$9.69K Buy
105
+45
+75% +$4.22K 0.01% 217
2025
Q4 		$5.47K Buy
+60
New +$5.86K ﹤0.01% 260

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

United Financial Planning Group's ORLY Position: Q2 2026 in Review

United Financial Planning Group reduced its O'Reilly Automotive (ORLY) stake by 57% in Q2 2026, selling an estimated $5.47K and leaving 45 shares worth $4.14K. The position accounts for ﹤0.01% of the portfolio, ranked #408.

United Financial Planning Group first reported a position in ORLY in Q4 2025 and has held it in 3 quarters since. The position peaked at $9.69K in Q1 2026. 1,660 funds tracked by Wall St. Rank hold ORLY as of Q2 2026.

  • United Financial Planning Group held 45 shares of O'Reilly Automotive worth $4.14K as of Q2 2026.
  • United Financial Planning Group sold 60 O'Reilly Automotive shares in Q2 2026, an estimated $5.47K.
  • O'Reilly Automotive made up ﹤0.01% of United Financial Planning Group's portfolio in Q2 2026, its #408 holding.
  • United Financial Planning Group first reported a position in O'Reilly Automotive in Q4 2025 and has held it in 3 quarters since.
  • United Financial Planning Group's O'Reilly Automotive position peaked at $9.69K in Q1 2026.
  • 1,660 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q2 2026.

Based on United Financial Planning Group's 13F filing for Q2 2026, filed 6 Aug 2026.