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

Congress 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	$135M	Sell	1,470,148 -54,509	-4%	-$4.97M	0.83%	35
2026 Q1	$141M	Sell	1,524,657 -12,456	-0.8%	-$1.17M	1.01%	23
2025 Q4	$140M	Sell	1,537,113 -30,177	-2%	-$2.95M	0.99%	21
2025 Q3	$169M	Sell	1,567,290 -13,194	-0.8%	-$1.33M	1.12%	16
2025 Q2	$142M	Sell	1,580,484 -15,756	-1%	-$1.44M	0.98%	24
2025 Q1	$152M	Sell	1,596,240 -19,350	-1%	-$1.68M	1.14%	16
2024 Q4	$128M	Sell	1,615,590 -392,685	-20%	-$31.7M	0.86%	37
2024 Q3	$154M	Buy	2,008,275 +147,570	+8%	+$10.8M	1.05%	17
2024 Q2	$131M	Buy	1,860,705 +218,715	+13%	+$15.1M	0.94%	38
2024 Q1	$124M	Sell	1,641,990 -11,535	-0.7%	-$807K	0.88%	46
2023 Q4	$105M	Buy	1,653,525 +8,055	+0.5%	+$509K	0.82%	52
2023 Q3	$99.7M	Buy	1,645,470 +6,420	+0.4%	+$403K	0.88%	49
2023 Q2	$104M	Sell	1,639,050 -186,975	-10%	-$11.4M	0.91%	45
2023 Q1	$103M	Sell	1,826,025 -30,450	-2%	-$1.67M	0.96%	39
2022 Q4	$104M	Sell	1,856,475 -23,430	-1%	-$1.26M	1.05%	35
2022 Q3	$88.1M	Sell	1,879,905 -60,015	-3%	-$2.8M	0.95%	49
2022 Q2	$81.7M	Buy	1,939,920 +15,525	+0.8%	+$668K	0.78%	60
2022 Q1	$87.9M	Buy	1,924,395 +1,917,630	+28,346%	+$85.7M	0.75%	69
2021 Q4	$319K	Sell	6,765 -5,220	-44%	-$226K	﹤0.01%	355
2021 Q3	$488K	Buy	11,985 +5,250	+78%	+$210K	﹤0.01%	325
2021 Q2	$254K	Sell	6,735 -315	-4%	-$11.3K	﹤0.01%	347
2021 Q1	$238K	Sell	7,050 -60	-0.8%	-$1.86K	﹤0.01%	346
2020 Q4	$215K	Buy	+7,110	New	+$215K	﹤0.01%	345
2020 Q1	–	Sell	-7,065	Closed	-$206K	–	345
2019 Q4	$206K	Buy	+7,065	New	+$202K	﹤0.01%	342
2019 Q2	–	Sell	-12,150	Closed	-$315K	–	364
2019 Q1	$315K	Sell	12,150 -135	-1%	-$3.27K	﹤0.01%	334
2018 Q4	$282K	Hold	12,285	–	–	﹤0.01%	346
2018 Q3	$284K	Buy	12,285 +135	+1%	+$2.87K	﹤0.01%	352
2018 Q2	$222K	Sell	12,150 -1,650	-12%	-$28.7K	﹤0.01%	361
2018 Q1	$228K	Sell	13,800 -915	-6%	-$15.5K	﹤0.01%	372
2017 Q4	$236K	Sell	14,715 -9,780	-40%	-$146K	﹤0.01%	366
2017 Q3	$352K	Sell	24,495 -2,495,175	-99%	-$32.9M	0.01%	367
2017 Q2	$36.7M	Sell	2,519,670 -120,300	-5%	-$1.96M	0.66%	76
2017 Q1	$47.5M	Buy	2,639,970 +36,240	+1%	+$655K	0.91%	64
2016 Q4	$48.3M	Buy	2,603,730 +2,217,105	+573%	+$40.5M	1.01%	57
2016 Q3	$7.22M	Buy	386,625 +420	+0.1%	+$7.87K	0.16%	100
2016 Q2	$6.98M	Sell	386,205 -6,645	-2%	-$117K	0.16%	110
2016 Q1	$7.17M	Sell	392,850 -44,910	-10%	-$767K	0.17%	104
2015 Q4	$7.4M	Sell	437,760 -56,220	-11%	-$975K	0.18%	99
2015 Q3	$8.23M	Sell	493,980 -19,665	-4%	-$318K	0.21%	95
2015 Q2	$7.74M	Sell	513,645 -2,274,660	-82%	-$33.7M	0.22%	108
2015 Q1	$40.2M	Buy	2,788,305 +339,105	+14%	+$4.56M	0.96%	44
2014 Q4	$31.5M	Sell	2,449,200 -457,515	-16%	-$5.36M	0.8%	44
2014 Q3	$29.1M	Buy	2,906,715 +386,880	+15%	+$3.95M	0.75%	45
2014 Q2	$25.3M	Buy	2,519,835 +97,395	+4%	+$961K	0.64%	47
2014 Q1	$24M	Buy	2,422,440 +632,565	+35%	+$6.04M	0.6%	45
2013 Q4	$15.4M	Sell	1,789,875 -332,835	-16%	-$2.81M	0.4%	48
2013 Q3	$18.1M	Buy	2,122,710 +257,190	+14%	+$2.1M	0.51%	45
2013 Q2	$14M	Buy	+1,865,520	New	+$13.4M	0.42%	51

Other funds holding ORLY

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

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

Woodstock Corp Boston, Massachusetts $1.2B AUM 26.37% 1-Year Est. Return

HCM

Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return

ACM

Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return