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Aegis Wealth Management, Inc. → ORLY

Aegis Wealth Management, Inc. ORLY Position History

O'Reilly Automotive, Inc. • Consumer Cyclical

Quarters held
4
Latest value
$1.9M
Q3 2026
Peak value
$2.3M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$1.8M
Q1 2026$2.3M
Q2 2026$2.1M
Q3 2026$1.9M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$1.9M22.2K——
Q2 2026$2.1M22.6K——
Q1 2026$2.3M24.4K——
Q4 2025$1.8M20.0K——

Other funds holding ORLY

Other Aegis Wealth Management, Inc. positions

MCK

NORTHERN LTS FD TR III

$20.1M
MCK

NORTHERN LTS FD TR III

$20M
MCK

NORTHERN LTS FD TR III

$16.4M
MCK

NORTHERN LTS FD TR III

$15.7M
CW

SPDR SERIES TRUST

$13.4M
CW

SPDR SERIES TRUST

$13.1M
CW

SPDR SERIES TRUST

$12.3M
STT-PG

SPDR SERIES TRUST

$11.7M