Position in ORLY
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$237,223
-$1,252,145 QoQ
Shares Held
2,576
-84.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,288
of 1,650 holders
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ORLY Over Time
Shares Held
Position Value (USD)
Position in Auto Parts
Consumer Cyclical · as of Jun 30, 2026Icon Wealth Advisors, LLC holds $661,611 across 3 Auto Parts names. ORLY ranks #1 (35.9% of the industry book) .
All Filings in ORLY
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $237,223 | 2,576 | Shares | Sole | 2026-08-05 | |
| 2025-12-31 | $1,489,368 | 16,329 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,431,177 | 13,275 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,043,705 | 11,580 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $608,846 | 425 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $456,532 | 385 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $443,365 | 385 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $517,469 | 490 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $502,351 | 445 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $422,785 | 445 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||