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Baker Tilly Wealth Management’s O'Reilly Automotive ORLY Stock Holding History

Baker Tilly 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
Q3 		$318K Sell
3,726
-3,950
-51% -$348K 0.06% 223
2026
Q2 		$707K Sell
7,676
-1,518
-17% -$138K 0.15% 131
2026
Q1 		$849K Buy
9,194
+938
+11% +$88K 0.21% 106
2025
Q4 		$753K Sell
8,256
-1,420
-15% -$139K 0.19% 117
2025
Q3 		$1.04M Sell
9,676
-618
-6% -$62.1K 0.24% 80
2025
Q2 		$928K Sell
10,294
-806
-7% -$73.5K 0.33% 68
2025
Q1 		$1.06M Buy
11,100
+330
+3% +$28.7K 0.42% 56
2024
Q4 		$851K Buy
10,770
+405
+4% +$32.7K 0.33% 69
2024
Q3 		$796K Buy
10,365
+2,400
+30% +$176K 0.35% 70
2024
Q2 		$561K Buy
7,965
+315
+4% +$21.8K 0.23% 105
2024
Q1 		$576K Sell
7,650
-30
-0.4% -$2.1K 0.1% 219
2023
Q4 		$486K Sell
7,680
-2,100
-21% -$133K 0.08% 286
2023
Q3 		$593K Sell
9,780
-19,980
-67% -$1.25M 0.1% 215
2023
Q2 		$1.9M Sell
29,760
-345
-1% -$21.1K 0.2% 108
2023
Q1 		$1.7M Sell
30,105
-1,800
-6% -$98.6K 0.19% 113
2022
Q4 		$1.8M Buy
31,905
+6,480
+25% +$348K 0.22% 110
2022
Q3 		$1.19M Buy
25,425
+210
+0.8% +$9.79K 0.16% 132
2022
Q2 		$1.06M Buy
25,215
+765
+3% +$32.9K 0.14% 156
2022
Q1 		$1.12M Buy
24,450
+5,085
+26% +$227K 0.12% 175
2021
Q4 		$912K Buy
19,365
+4,140
+27% +$179K 0.1% 224
2021
Q3 		$620K Buy
15,225
+3,150
+26% +$126K 0.08% 271
2021
Q2 		$456K Buy
12,075
+480
+4% +$17.2K 0.07% 299
2021
Q1 		$392K Buy
+11,595
New +$359K 0.08% 296

Other funds holding ORLY

FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
OMC
Overbrook Management Corp New York $643M AUM 29.06% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
HCM
Horrell Capital Management Little Rock, Arkansas $189M AUM 7.99% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Baker Tilly Wealth Management's ORLY Position: Q3 2026 in Review

Baker Tilly Wealth Management reduced its O'Reilly Automotive (ORLY) stake by 51% in Q3 2026, selling an estimated $348K and leaving 3,726 shares worth $318K. The position accounts for 0.06% of the portfolio, ranked #223.

Baker Tilly Wealth Management first reported a position in ORLY in Q1 2021 and has held it in 23 quarters since. The position peaked at $1.9M in Q2 2023. 56 funds tracked by Wall St. Rank hold ORLY as of Q3 2026.

  • Baker Tilly Wealth Management held 3,726 shares of O'Reilly Automotive worth $318K as of Q3 2026.
  • Baker Tilly Wealth Management sold 3,950 O'Reilly Automotive shares in Q3 2026, an estimated $348K.
  • O'Reilly Automotive made up 0.06% of Baker Tilly Wealth Management's portfolio in Q3 2026, its #223 holding.
  • Baker Tilly Wealth Management first reported a position in O'Reilly Automotive in Q1 2021 and has held it in 23 quarters since.
  • Baker Tilly Wealth Management's O'Reilly Automotive position peaked at $1.9M in Q2 2023.
  • 56 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q3 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q3 2026, filed 5 Oct 2026.