Campbell Newman Asset Management’s O'Reilly Automotive ORLY Stock Holding History

Campbell Newman Asset 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	$738K	Hold	8,010	–	–	0.05%	84
2026 Q1	$739K	Hold	8,010	–	–	0.06%	90
2025 Q4	$731K	Hold	8,010	–	–	0.05%	101
2025 Q3	$864K	Hold	8,010	–	–	0.06%	96
2025 Q2	$722K	Hold	8,010	–	–	0.06%	98
2025 Q1	$765K	Sell	8,010 -990	-11%	-$86.1K	0.06%	97
2024 Q4	$711K	Hold	9,000	–	–	0.06%	96
2024 Q3	$691K	Hold	9,000	–	–	0.05%	99
2024 Q2	$634K	Hold	9,000	–	–	0.05%	100
2024 Q1	$677K	Hold	9,000	–	–	0.05%	99
2023 Q4	$570K	Hold	9,000	–	–	0.05%	101
2023 Q3	$545K	Hold	9,000	–	–	0.05%	101
2023 Q2	$573K	Hold	9,000	–	–	0.05%	101
2023 Q1	$509K	Hold	9,000	–	–	0.05%	103
2022 Q4	$506K	Hold	9,000	–	–	0.05%	104
2022 Q3	$422K	Hold	9,000	–	–	0.05%	105
2022 Q2	$379K	Hold	9,000	–	–	0.04%	106
2022 Q1	$411K	Hold	9,000	–	–	0.04%	107
2021 Q4	$424K	Hold	9,000	–	–	0.04%	109
2021 Q3	$367K	Hold	9,000	–	–	0.04%	109
2021 Q2	$340K	Hold	9,000	–	–	0.03%	113
2021 Q1	$304K	Hold	9,000	–	–	0.03%	112
2020 Q4	$272K	Hold	9,000	–	–	0.03%	116
2020 Q3	$277K	Hold	9,000	–	–	0.04%	116
2020 Q2	$253K	Buy	+9,000	New	+$235K	0.03%	115
2020 Q1	–	Sell	-9,000	Closed	-$263K	–	123
2019 Q4	$263K	Hold	9,000	–	–	0.04%	118
2019 Q3	$239K	Hold	9,000	–	–	0.03%	119
2019 Q2	$222K	Hold	9,000	–	–	0.03%	120
2019 Q1	$233K	Hold	9,000	–	–	0.04%	121
2018 Q4	$207K	Hold	9,000	–	–	0.04%	123
2018 Q3	$208K	Buy	+9,000	New	+$191K	0.03%	128
2017 Q2	–	Sell	-12,900	Closed	-$232K	–	131
2017 Q1	$232K	Hold	12,900	–	–	0.04%	112
2016 Q4	$239K	Hold	12,900	–	–	0.05%	100
2016 Q3	$241K	Hold	12,900	–	–	0.04%	93
2016 Q2	$233K	Hold	12,900	–	–	0.04%	95
2016 Q1	$235K	Hold	12,900	–	–	0.05%	76
2015 Q4	$218K	Hold	12,900	–	–	0.05%	81
2015 Q3	$215K	Buy	+12,900	New	+$208K	0.05%	81

Other funds holding ORLY

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

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

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

BPC

Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Campbell Newman Asset Management's ORLY Position: Q2 2026 in Review

Campbell Newman Asset Management held its O'Reilly Automotive (ORLY) position steady in Q2 2026 at 8,010 shares worth $738K. The position accounts for 0.05% of the portfolio, ranked #84.

Campbell Newman Asset Management first reported a position in ORLY in Q3 2015 and has held it in 38 quarters since. The position peaked at $864K in Q3 2025. 457 funds tracked by Wall St. Rank hold ORLY as of Q2 2026.

Campbell Newman Asset Management held 8,010 shares of O'Reilly Automotive worth $738K as of Q2 2026.
Campbell Newman Asset Management left its O'Reilly Automotive share count unchanged in Q2 2026.
O'Reilly Automotive made up 0.05% of Campbell Newman Asset Management's portfolio in Q2 2026, its #84 holding.
Campbell Newman Asset Management first reported a position in O'Reilly Automotive in Q3 2015 and has held it in 38 quarters since.
Campbell Newman Asset Management's O'Reilly Automotive position peaked at $864K in Q3 2025.
457 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q2 2026.

Based on Campbell Newman Asset Management's 13F filing for Q2 2026, filed 21 Jul 2026.