CAM
ORLY icon

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

Clio 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 		$17.6M Sell
191,342
-6,637
-3% -$605K 14.01% 1
2026
Q1 		$18.3M Sell
197,979
-49,518
-20% -$4.64M 15.32% 1
2025
Q4 		$22.6M Sell
247,497
-1,115
-0.4% -$109K 17.53% 1
2025
Q3 		$26.8M Sell
248,612
-1,618
-0.6% -$163K 19.89% 1
2025
Q2 		$22.6M Sell
250,230
-26,130
-9% -$2.38M 17.68% 1
2025
Q1 		$26.4M Sell
276,360
-29,265
-10% -$2.55M 20.99% 1
2024
Q4 		$24.2M Sell
305,625
-7,410
-2% -$597K 17.82% 1
2024
Q3 		$24M Buy
313,035
+1,365
+0.4% +$100K 16.87% 1
2024
Q2 		$21.9M Buy
311,670
+39,240
+14% +$2.71M 17.14% 1
2024
Q1 		$20.5M Buy
272,430
+330
+0.1% +$23.1K 14.82% 1
2023
Q4 		$17.2M Sell
272,100
-10,575
-4% -$668K 14% 1
2023
Q3 		$17.1M Buy
282,675
+1,680
+0.6% +$105K 14.98% 1
2023
Q2 		$17.9M Buy
+280,995
New +$17.2M 16.57% 1

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
SB
Simmons Bank Pine Bluff, Arkansas $1.75B AUM 33.61% 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

Clio Asset Management's ORLY Position: Q2 2026 in Review

Clio Asset Management reduced its O'Reilly Automotive (ORLY) stake by 3.4% in Q2 2026, selling an estimated $605K and leaving 191,342 shares worth $17.6M. The position accounts for 14.01% of the portfolio, ranked #1.

Clio Asset Management first reported a position in ORLY in Q2 2023 and has held it in 13 quarters since. The position peaked at $26.8M in Q3 2025. 688 funds tracked by Wall St. Rank hold ORLY as of Q2 2026.

  • Clio Asset Management held 191,342 shares of O'Reilly Automotive worth $17.6M as of Q2 2026.
  • Clio Asset Management sold 6,637 O'Reilly Automotive shares in Q2 2026, an estimated $605K.
  • O'Reilly Automotive made up 14.01% of Clio Asset Management's portfolio in Q2 2026, its #1 holding.
  • Clio Asset Management first reported a position in O'Reilly Automotive in Q2 2023 and has held it in 13 quarters since.
  • Clio Asset Management's O'Reilly Automotive position peaked at $26.8M in Q3 2025.
  • 688 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q2 2026.

Based on Clio Asset Management's 13F filing for Q2 2026, filed 23 Jul 2026.