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Zinnia Wealth Advisory’s O'Reilly Automotive ORLY Stock Holding History

Zinnia Wealth Advisory’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 		$278K Sell
3,018
-375
-11% -$34.2K 0.28% 74
2026
Q1 		$313K Sell
3,393
-472
-12% -$44.3K 0.35% 64
2025
Q4 		$353K Buy
+3,865
New +$378K 0.38% 60

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

Zinnia Wealth Advisory's ORLY Position: Q2 2026 in Review

Zinnia Wealth Advisory reduced its O'Reilly Automotive (ORLY) stake by 11% in Q2 2026, selling an estimated $34.2K and leaving 3,018 shares worth $278K. The position accounts for 0.28% of the portfolio, ranked #74.

Zinnia Wealth Advisory first reported a position in ORLY in Q4 2025 and has held it in 3 quarters since. The position peaked at $353K in Q4 2025. 1,659 funds tracked by Wall St. Rank hold ORLY as of Q2 2026.

  • Zinnia Wealth Advisory held 3,018 shares of O'Reilly Automotive worth $278K as of Q2 2026.
  • Zinnia Wealth Advisory sold 375 O'Reilly Automotive shares in Q2 2026, an estimated $34.2K.
  • O'Reilly Automotive made up 0.28% of Zinnia Wealth Advisory's portfolio in Q2 2026, its #74 holding.
  • Zinnia Wealth Advisory first reported a position in O'Reilly Automotive in Q4 2025 and has held it in 3 quarters since.
  • Zinnia Wealth Advisory's O'Reilly Automotive position peaked at $353K in Q4 2025.
  • 1,659 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q2 2026.

Based on Zinnia Wealth Advisory's 13F filing for Q2 2026, filed 30 Jul 2026.