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Baldwin Wealth Partners’s O'Reilly Automotive ORLY Stock Holding History

Baldwin Wealth Partners’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 		$529K Sell
5,745
-45
-0.8% -$4.11K 0.03% 142
2026
Q1 		$534K Sell
5,790
-465
-7% -$43.6K 0.04% 140
2025
Q4 		$571K Hold
6,255
– – 0.04% 147
2025
Q3 		$674K Hold
6,255
– – 0.04% 134
2025
Q2 		$564K Hold
6,255
– – 0.04% 138
2025
Q1 		$597K Sell
6,255
-60
-1% -$5.22K 0.04% 129
2024
Q4 		$499K Sell
6,315
-105
-2% -$8.47K 0.03% 152
2024
Q3 		$493K Buy
6,420
+3,915
+156% +$288K 0.03% 199
2024
Q2 		$176K Hold
2,505
– – 0.01% 215
2024
Q1 		$189K Sell
2,505
-150
-6% -$10.5K 0.01% 212
2023
Q4 		$168K Sell
2,655
-405
-13% -$25.6K 0.01% 223
2023
Q3 		$185K Hold
3,060
– – 0.02% 226
2023
Q2 		$195K Hold
3,060
– – 0.02% 241
2023
Q1 		$173K Hold
3,060
– – 0.02% 249
2022
Q4 		$172K Buy
+3,060
New +$165K 0.02% 249
2022
Q3 		– Sell
-270
Closed -$11K – 693
2022
Q2 		$11K Hold
270
– – ﹤0.01% 526
2022
Q1 		$12K Buy
+270
New +$12.1K ﹤0.01% 524

Other funds holding ORLY

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
WF
Welch & Forbes Boston, Massachusetts $8.23B AUM 17.62% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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
CTC
Central Trust Company Jefferson City, Missouri $5.53B AUM 28.91% 1-Year Est. Return

Baldwin Wealth Partners's ORLY Position: Q2 2026 in Review

Baldwin Wealth Partners reduced its O'Reilly Automotive (ORLY) stake by 0.78% in Q2 2026, selling an estimated $4.11K and leaving 5,745 shares worth $529K. The position accounts for 0.03% of the portfolio, ranked #142.

Baldwin Wealth Partners first reported a position in ORLY in Q1 2022 and has held it in 17 quarters since. The position peaked at $674K in Q3 2025. 679 funds tracked by Wall St. Rank hold ORLY as of Q2 2026.

  • Baldwin Wealth Partners held 5,745 shares of O'Reilly Automotive worth $529K as of Q2 2026.
  • Baldwin Wealth Partners sold 45 O'Reilly Automotive shares in Q2 2026, an estimated $4.11K.
  • O'Reilly Automotive made up 0.03% of Baldwin Wealth Partners's portfolio in Q2 2026, its #142 holding.
  • Baldwin Wealth Partners first reported a position in O'Reilly Automotive in Q1 2022 and has held it in 17 quarters since.
  • Baldwin Wealth Partners's O'Reilly Automotive position peaked at $674K in Q3 2025.
  • 679 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q2 2026.

Based on Baldwin Wealth Partners's 13F filing for Q2 2026, filed 14 Jul 2026.