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

Congress Wealth 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
2025
Q2 		$24.8M Buy
275,096
+551
+0.2% +$50.2K 0.24% 98
2025
Q1 		$26.2M Buy
274,545
+60,690
+28% +$5.28M 0.31% 78
2024
Q4 		$16.9M Sell
213,855
-60,780
-22% -$4.9M 0.23% 129
2024
Q3 		$21.1M Buy
274,635
+9,930
+4% +$729K 0.28% 91
2024
Q2 		$18.6M Buy
264,705
+35,790
+16% +$2.47M 0.3% 87
2024
Q1 		$17.2M Sell
228,915
-1,845
-0.8% -$129K 0.3% 90
2023
Q4 		$14.6M Buy
230,760
+2,655
+1% +$168K 0.27% 103
2023
Q3 		$13.8M Buy
228,105
+2,805
+1% +$176K 0.29% 87
2023
Q2 		$14.3M Sell
225,300
-1,065
-0.5% -$65K 0.33% 74
2023
Q1 		$12.8M Sell
226,365
-3,795
-2% -$208K 0.31% 84
2022
Q4 		$13M Sell
230,160
-1,320
-0.6% -$71K 0.33% 72
2022
Q3 		$10.9M Buy
231,480
+10,245
+5% +$478K 0.29% 92
2022
Q2 		$9.32M Buy
221,235
+4,215
+2% +$181K 0.24% 128
2022
Q1 		$9.91M Buy
+217,020
New +$9.69M 0.22% 139

Other funds holding ORLY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Congress Wealth Management's ORLY Position: Q2 2025 in Review

Congress Wealth Management increased its O'Reilly Automotive (ORLY) stake by 0.2% in Q2 2025, buying an estimated $50.2K and bringing the position to 275,096 shares worth $24.8M. The position accounts for 0.24% of the portfolio, ranked #98.

Congress Wealth Management first reported a position in ORLY in Q1 2022 and has held it in 14 quarters since. The position peaked at $26.2M in Q1 2025. 1,606 funds tracked by Wall St. Rank hold ORLY as of Q2 2025.

  • Congress Wealth Management held 275,096 shares of O'Reilly Automotive worth $24.8M as of Q2 2025.
  • Congress Wealth Management bought 551 O'Reilly Automotive shares in Q2 2025, an estimated $50.2K.
  • O'Reilly Automotive made up 0.24% of Congress Wealth Management's portfolio in Q2 2025, its #98 holding.
  • Congress Wealth Management first reported a position in O'Reilly Automotive in Q1 2022 and has held it in 14 quarters since.
  • Congress Wealth Management's O'Reilly Automotive position peaked at $26.2M in Q1 2025.
  • 1,606 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.