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Valmark Advisers’s O'Reilly Automotive ORLY Stock Holding History

Valmark Advisers’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 		$636K Buy
6,906
+980
+17% +$89.4K 0.01% 453
2026
Q1 		$547K Sell
5,926
-1,035
-15% -$97.1K 0.01% 451
2025
Q4 		$635K Buy
6,961
+44
+0.6% +$4.3K 0.01% 406
2025
Q3 		$746K Sell
6,917
-67
-1% -$6.74K 0.01% 375
2025
Q2 		$629K Buy
6,984
+924
+15% +$84.2K 0.01% 409
2025
Q1 		$579K Buy
6,060
+270
+5% +$23.5K 0.01% 397
2024
Q4 		$458K Sell
5,790
-3,030
-34% -$244K 0.01% 436
2024
Q3 		$677K Buy
8,820
+2,400
+37% +$176K 0.01% 367
2024
Q2 		$452K Buy
6,420
+2,070
+48% +$143K 0.01% 410
2024
Q1 		$327K Buy
4,350
+195
+5% +$13.6K 0.01% 442
2023
Q4 		$263K Buy
4,155
+210
+5% +$13.3K ﹤0.01% 449
2023
Q3 		$239K Hold
3,945
– – 0.01% 431
2023
Q2 		$251K Sell
3,945
-14,955
-79% -$913K 0.01% 431
2023
Q1 		$1.07M Sell
18,900
-3,000
-14% -$164K 0.02% 214
2022
Q4 		$1.23M Sell
21,900
-495
-2% -$26.6K 0.03% 188
2022
Q3 		$1.05M Buy
22,395
+5,775
+35% +$269K 0.02% 181
2022
Q2 		$700K Buy
16,620
+4,440
+36% +$191K 0.01% 247
2022
Q1 		$556K Buy
+12,180
New +$544K 0.01% 286

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
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return

Valmark Advisers's ORLY Position: Q2 2026 in Review

Valmark Advisers increased its O'Reilly Automotive (ORLY) stake by 17% in Q2 2026, buying an estimated $89.4K and bringing the position to 6,906 shares worth $636K. The position accounts for 0.01% of the portfolio, ranked #453.

Valmark Advisers first reported a position in ORLY in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.23M in Q4 2022. 1,658 funds tracked by Wall St. Rank hold ORLY as of Q2 2026.

  • Valmark Advisers held 6,906 shares of O'Reilly Automotive worth $636K as of Q2 2026.
  • Valmark Advisers bought 980 O'Reilly Automotive shares in Q2 2026, an estimated $89.4K.
  • O'Reilly Automotive made up 0.01% of Valmark Advisers's portfolio in Q2 2026, its #453 holding.
  • Valmark Advisers first reported a position in O'Reilly Automotive in Q1 2022 and has held it in 18 quarters since.
  • Valmark Advisers's O'Reilly Automotive position peaked at $1.23M in Q4 2022.
  • 1,658 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q2 2026.

Based on Valmark Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.