AWM
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Accurate Wealth Management’s O'Reilly Automotive ORLY Stock Holding History

Accurate Wealth Management’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 		$479K Sell
5,549
-306
-5% -$27.9K 0.05% 360
2026
Q1 		$545K Buy
5,855
+40
+0.7% +$3.75K 0.07% 298
2025
Q4 		$545K Buy
5,815
+109
+2% +$10.6K 0.07% 288
2025
Q3 		$588K Buy
5,706
+146
+3% +$14.7K 0.08% 264
2025
Q2 		$514K Buy
5,560
+55
+1% +$5.01K 0.08% 261
2025
Q1 		$510K Sell
5,505
-32,175
-85% -$2.8M 0.1% 205
2024
Q4 		$3.01M Sell
37,680
-1,950
-5% -$157K 0.58% 37
2024
Q3 		$3.14M Buy
39,630
+375
+1% +$27.5K 0.63% 37
2024
Q2 		$2.73M Buy
39,255
+1,515
+4% +$105K 0.65% 44
2024
Q1 		$2.74M Buy
37,740
+975
+3% +$68.2K 0.8% 35
2023
Q4 		$2.31M Buy
36,765
+15
+0% +$948 0.72% 38
2023
Q3 		$2.32M Buy
36,750
+31,875
+654% +$2M 0.73% 39
2023
Q2 		$312K Buy
4,875
+930
+24% +$56.8K 0.1% 197
2023
Q1 		$229K Buy
3,945
+405
+11% +$22.2K 0.08% 225
2022
Q4 		$195K Sell
3,540
-3,120
-47% -$168K 0.07% 211
2022
Q3 		$327K Buy
+6,660
New +$311K 0.14% 127
2022
Q2 		– Sell
-4,785
Closed -$218K – 186
2022
Q1 		$218K Buy
+4,785
New +$214K 0.1% 159

Other funds holding ORLY

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
AAIS
ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return
HIC
Harvey Investment Company Louisville, Kentucky $918M AUM 14.93% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
SIC
Schwartz Investment Counsel Plymouth, Michigan $3.01B AUM 27.22% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return

Accurate Wealth Management's ORLY Position: Q2 2026 in Review

Accurate Wealth Management reduced its O'Reilly Automotive (ORLY) stake by 5.2% in Q2 2026, selling an estimated $27.9K and leaving 5,549 shares worth $479K. The position accounts for 0.05% of the portfolio, ranked #360.

Accurate Wealth Management first reported a position in ORLY in Q1 2022 and has held it in 17 quarters since. The position peaked at $3.14M in Q3 2024. 546 funds tracked by Wall St. Rank hold ORLY as of Q2 2026.

  • Accurate Wealth Management held 5,549 shares of O'Reilly Automotive worth $479K as of Q2 2026.
  • Accurate Wealth Management sold 306 O'Reilly Automotive shares in Q2 2026, an estimated $27.9K.
  • O'Reilly Automotive made up 0.05% of Accurate Wealth Management's portfolio in Q2 2026, its #360 holding.
  • Accurate Wealth Management first reported a position in O'Reilly Automotive in Q1 2022 and has held it in 17 quarters since.
  • Accurate Wealth Management's O'Reilly Automotive position peaked at $3.14M in Q3 2024.
  • 546 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q2 2026.

Based on Accurate Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.