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Wealth Enhancement Trust Services’s O'Reilly Automotive ORLY Stock Holding History

Wealth Enhancement Trust Services’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 		$2.09M Buy
22,679
+3,149
+16% +$287K 0.23% 91
2026
Q1 		$1.8M Buy
19,530
+10,425
+114% +$978K 0.22% 95
2025
Q4 		$830K Buy
+9,105
New +$890K 0.1% 155

Other funds holding ORLY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Wealth Enhancement Trust Services's ORLY Position: Q2 2026 in Review

Wealth Enhancement Trust Services increased its O'Reilly Automotive (ORLY) stake by 16% in Q2 2026, buying an estimated $287K and bringing the position to 22,679 shares worth $2.09M. The position accounts for 0.23% of the portfolio, ranked #91.

Wealth Enhancement Trust Services first reported a position in ORLY in Q4 2025 and has held it in 3 quarters since. 1,218 funds tracked by Wall St. Rank hold ORLY as of Q2 2026.

  • Wealth Enhancement Trust Services held 22,679 shares of O'Reilly Automotive worth $2.09M as of Q2 2026.
  • Wealth Enhancement Trust Services bought 3,149 O'Reilly Automotive shares in Q2 2026, an estimated $287K.
  • O'Reilly Automotive made up 0.23% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #91 holding.
  • Wealth Enhancement Trust Services first reported a position in O'Reilly Automotive in Q4 2025 and has held it in 3 quarters since.
  • 1,218 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q2 2026.

Based on Wealth Enhancement Trust Services's 13F filing for Q2 2026, filed 15 Jul 2026.