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Venturi Wealth Management’s O'Reilly Automotive ORLY Stock Holding History

Venturi Wealth Management’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 		$218K Buy
2,362
+372
+19% +$33.9K 0.01% 586
2026
Q1 		$184K Buy
+1,990
New +$187K 0.01% 583
2025
Q4 		– Sell
-1,715
Closed -$185K – 625
2025
Q3 		$185K Buy
+1,715
New +$172K 0.01% 556
2025
Q1 		– Sell
-1,695
Closed -$134K – 1435
2024
Q4 		$134K Sell
1,695
-30
-2% -$2.42K 0.01% 660
2024
Q3 		$132K Buy
1,725
+135
+8% +$9.92K 0.01% 506
2024
Q2 		$112K Buy
1,590
+690
+77% +$47.7K 0.01% 488
2024
Q1 		$67.7K Sell
900
-315
-26% -$22K ﹤0.01% 463
2023
Q4 		$77K Buy
1,215
+270
+29% +$17.1K 0.01% 445
2023
Q3 		$57.3K Buy
945
+345
+58% +$21.6K ﹤0.01% 457
2023
Q2 		$38.2K Buy
600
+45
+8% +$2.75K ﹤0.01% 459
2023
Q1 		$31.4K Buy
+555
New +$30.4K ﹤0.01% 530
2019
Q3 		– Sell
-12,075
Closed -$297K – 242
2019
Q2 		$297K Sell
12,075
-1,050
-8% -$26.6K 0.04% 205
2019
Q1 		$343K Sell
13,125
-1,800
-12% -$43.5K 0.04% 194
2018
Q4 		$344K Buy
+14,925
New +$340K 0.06% 179

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

Venturi Wealth Management's ORLY Position: Q2 2026 in Review

Venturi Wealth Management increased its O'Reilly Automotive (ORLY) stake by 19% in Q2 2026, buying an estimated $33.9K and bringing the position to 2,362 shares worth $218K. The position accounts for 0.01% of the portfolio, ranked #586.

Venturi Wealth Management first reported a position in ORLY in Q4 2018 and has held it in 14 quarters since. The position peaked at $344K in Q4 2018. 1,658 funds tracked by Wall St. Rank hold ORLY as of Q2 2026.

  • Venturi Wealth Management held 2,362 shares of O'Reilly Automotive worth $218K as of Q2 2026.
  • Venturi Wealth Management bought 372 O'Reilly Automotive shares in Q2 2026, an estimated $33.9K.
  • O'Reilly Automotive made up 0.01% of Venturi Wealth Management's portfolio in Q2 2026, its #586 holding.
  • Venturi Wealth Management first reported a position in O'Reilly Automotive in Q4 2018 and has held it in 14 quarters since.
  • Venturi Wealth Management's O'Reilly Automotive position peaked at $344K in Q4 2018.
  • 1,658 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q2 2026.

Based on Venturi Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.