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Waldron Private Wealth’s O'Reilly Automotive ORLY Stock Holding History

Waldron Private Wealth’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 		$233K Sell
2,525
-23
-0.9% -$2.1K 0.01% 321
2026
Q1 		$235K Buy
+2,548
New +$239K 0.01% 310
2025
Q3 		– Sell
-3,105
Closed -$280K – 318
2025
Q2 		$280K Hold
3,105
– – 0.01% 258
2025
Q1 		$297K Sell
3,105
-9,825
-76% -$855K 0.01% 245
2024
Q4 		$1.02M Buy
12,930
+3,300
+34% +$266K 0.04% 161
2024
Q3 		$739K Buy
9,630
+1,920
+25% +$141K 0.03% 198
2024
Q2 		$543K Sell
7,710
-15
-0.2% -$1.04K 0.02% 219
2024
Q1 		$581K Sell
7,725
-105
-1% -$7.34K 0.03% 218
2023
Q4 		$496K Sell
7,830
-810
-9% -$51.2K 0.02% 235
2023
Q3 		$524K Sell
8,640
-15
-0.2% -$941 0.03% 222
2023
Q2 		$551K Sell
8,655
-1,800
-17% -$110K 0.03% 214
2023
Q1 		$592K Buy
10,455
+675
+7% +$37K 0.03% 228
2022
Q4 		$458K Hold
9,780
– – 0.03% 246
2022
Q3 		$458K Sell
9,780
-90
-0.9% -$4.2K 0.03% 246
2022
Q2 		$415K Sell
9,870
-15
-0.2% -$645 0.02% 261
2022
Q1 		$451K Buy
9,885
+1,965
+25% +$87.8K 0.02% 265
2021
Q4 		$372K Hold
7,920
– – 0.02% 284
2021
Q3 		$322K Buy
+7,920
New +$317K 0.02% 275
2019
Q2 		– Sell
-17,010
Closed -$440K – 259
2019
Q1 		$440K Buy
17,010
+345
+2% +$8.35K 0.05% 153
2018
Q4 		$382K Buy
+16,665
New +$379K 0.06% 142

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

Waldron Private Wealth's ORLY Position: Q2 2026 in Review

Waldron Private Wealth reduced its O'Reilly Automotive (ORLY) stake by 0.9% in Q2 2026, selling an estimated $2.1K and leaving 2,525 shares worth $233K. The position accounts for 0.01% of the portfolio, ranked #321.

Waldron Private Wealth first reported a position in ORLY in Q4 2018 and has held it in 20 quarters since. The position peaked at $1.02M in Q4 2024. 1,658 funds tracked by Wall St. Rank hold ORLY as of Q2 2026.

  • Waldron Private Wealth held 2,525 shares of O'Reilly Automotive worth $233K as of Q2 2026.
  • Waldron Private Wealth sold 23 O'Reilly Automotive shares in Q2 2026, an estimated $2.1K.
  • O'Reilly Automotive made up 0.01% of Waldron Private Wealth's portfolio in Q2 2026, its #321 holding.
  • Waldron Private Wealth first reported a position in O'Reilly Automotive in Q4 2018 and has held it in 20 quarters since.
  • Waldron Private Wealth's O'Reilly Automotive position peaked at $1.02M in Q4 2024.
  • 1,658 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q2 2026.

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