Position in ORLY
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$5,910,953
+$742,086 QoQ
Shares Held
64,187
+14.6% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#475
of 1,650 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ORLY Over Time
Shares Held
Position Value (USD)
Position in Auto Parts
Consumer Cyclical · as of Jun 30, 2026AE Wealth Management LLC holds $45,269,529 across 9 Auto Parts names. ORLY ranks #2 (13.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GPC |
Genuine Parts Co
|
278,229 | $32,825,426 | |
| 2 | ORLY |
O Reilly Automotive Inc
This page
|
64,187 | $5,910,953 | |
| 3 | BWA |
Borgwarner Inc
|
63,248 | $4,199,658 | |
| 4 | AZO |
Autozone Inc
|
195 | $623,195 | |
| 5 | MOD |
Modine Manufacturing Co
|
1,706 | $455,528 | |
| 6 | ALV |
Autoliv Inc
|
3,817 | $443,405 | |
| 7 | DAN |
DANA Inc
|
14,903 | $405,496 | |
| 8 | MGA |
Magna International Inc
|
5,708 | $374,786 |
All Filings in ORLY
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,910,953 | 64,187 | Shares | Other | 2026-08-03 | |
| 2026-03-31 | $5,168,867 | 55,995 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $4,366,744 | 47,876 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $1,764,834 | 16,370 | Shares | Other | 2025-11-03 | |
| 2025-06-30 | $1,532,736 | 17,006 | Shares | Other | 2025-08-06 | |
| 2025-03-31 | $1,734,843 | 1,211 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $1,348,244 | 1,137 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $1,290,936 | 1,121 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $1,013,813 | 960 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $1,012,602 | 897 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $3,590,354 | 3,779 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $3,223,728 | 3,547 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $3,192,614 | 3,342 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $3,453,652 | 4,068 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $8,374,470 | 9,922 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $2,238,763 | 3,183 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $2,664,761 | 4,218 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $7,048,238 | 10,290 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $2,823,507 | 3,998 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $2,149,096 | 3,517 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $1,829,422 | 3,231 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $1,564,360 | 3,084 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $1,279,413 | 2,827 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $1,258,749 | 2,730 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $889,300 | 2,109 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $637,924 | 2,119 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||