Modern Wealth Management, LLC
Position in ORLY — O Reilly Automotive Inc
CIK 2001900
KANSAS CITY, MO
Position in ORLY
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,564,791
+$969 QoQ
Shares Held
16,992
+0.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#758
of 1,646 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 85%
Shared 0%
None 15%
Common Shares in ORLY Over Time
Shares Held
Position Value (USD)
Position in Auto Parts
Consumer Cyclical · as of Jun 30, 2026Modern Wealth Management, LLC holds $4,039,276 across 4 Auto Parts names. ORLY ranks #2 (38.7% of the industry book) .
All Filings in ORLY
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,564,791 | 16,992 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $1,563,822 | 16,941 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $1,504,232 | 16,492 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $1,740,590 | 16,145 | Shares | Other | 2025-11-12 | |
| 2025-06-30 | $1,501,653 | 16,661 | Shares | Sole | 2025-11-12 | |
| 2025-03-31 | $1,478,419 | 1,032 | Shares | Other | 2025-06-02 | |
| 2024-12-31 | $1,186,983 | 1,001 | Shares | Other | 2025-05-30 | |
| 2024-09-30 | $1,119,352 | 972 | Shares | Other | 2025-05-30 | |
| 2024-06-30 | $1,025,434 | 971 | Shares | Other | 2025-05-29 | |
| 2024-03-31 | $1,072,434 | 950 | Shares | Other | 2025-05-29 | |
| 2023-12-31 | $867,423 | 913 | Shares | Other | 2025-05-28 | |
| No filing history on record for this holder in this stock. | ||||||