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Birch Financial Group’s O'Reilly Automotive ORLY Stock Holding History

Birch Financial Group’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 		– Sell
-2,572
Closed -$237K – 144
2026
Q1 		$237K Buy
2,572
+19
+0.7% +$1.78K 0.14% 119
2025
Q4 		$233K Buy
2,553
+203
+9% +$19.8K 0.13% 119
2025
Q3 		$253K Sell
2,350
-50
-2% -$5.03K 0.15% 103
2025
Q2 		$216K Sell
2,400
-105
-4% -$9.57K 0.17% 103
2025
Q1 		$239K Buy
+2,505
New +$218K 0.21% 88

Other funds holding ORLY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
WF
Welch & Forbes Boston, Massachusetts $8.23B AUM 17.62% 1-Year Est. Return

Birch Financial Group's ORLY Position: Q2 2026 in Review

Birch Financial Group sold out of O'Reilly Automotive (ORLY) in Q2 2026, closing a stake of 2,572 shares — an estimated $237K sold.

Birch Financial Group first reported a position in ORLY in Q1 2025 and held it in 5 quarters. The position peaked at $253K in Q3 2025. 959 funds tracked by Wall St. Rank hold ORLY as of Q2 2026.

  • Birch Financial Group reported no remaining O'Reilly Automotive position as of Q2 2026 after selling out during the quarter.
  • Birch Financial Group sold 2,572 O'Reilly Automotive shares in Q2 2026, an estimated $237K.
  • Birch Financial Group first reported a position in O'Reilly Automotive in Q1 2025 and held it in 5 quarters.
  • Birch Financial Group's O'Reilly Automotive position peaked at $253K in Q3 2025.
  • 959 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q2 2026.

Based on Birch Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.