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

Connecticut 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
2026 Q2	$1.57M	Sell	17,033 -483	-3%	-$44.1K	0.06%	122
2026 Q1	$1.62M	Sell	17,516 -492	-3%	-$46.1K	0.07%	112
2025 Q4	$1.64M	Sell	18,008 -645	-3%	-$63K	0.07%	119
2025 Q3	$2.01M	Sell	18,653 -120	-0.6%	-$12.1K	0.09%	99
2025 Q2	$1.69M	Buy	18,773 +38	+0.2%	+$3.46K	0.08%	108
2025 Q1	$1.79M	Sell	18,735 -45	-0.2%	-$3.92K	0.09%	104
2024 Q4	$1.48M	Sell	18,780 -555	-3%	-$44.8K	0.07%	103
2024 Q3	$1.48M	Buy	19,335 +3,015	+18%	+$221K	0.07%	120
2024 Q2	$1.15M	Sell	16,320 -390	-2%	-$27K	0.06%	137
2024 Q1	$1.26M	Sell	16,710 -9,660	-37%	-$676K	0.07%	124
2023 Q4	$1.67M	Buy	26,370 +19,845	+304%	+$1.25M	0.1%	105
2023 Q3	$395K	Buy	+6,525	New	+$409K	0.03%	195

Other funds holding ORLY

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Welch & Forbes Boston, Massachusetts $8.23B AUM 17.62% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Simmons Bank Pine Bluff, Arkansas $1.75B AUM 33.61% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 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

Connecticut Wealth Management's ORLY Position: Q2 2026 in Review

Connecticut Wealth Management reduced its O'Reilly Automotive (ORLY) stake by 2.8% in Q2 2026, selling an estimated $44.1K and leaving 17,033 shares worth $1.57M. The position accounts for 0.06% of the portfolio, ranked #122.

Connecticut Wealth Management first reported a position in ORLY in Q3 2023 and has held it in 12 quarters since. The position peaked at $2.01M in Q3 2025. 730 funds tracked by Wall St. Rank hold ORLY as of Q2 2026.

Connecticut Wealth Management held 17,033 shares of O'Reilly Automotive worth $1.57M as of Q2 2026.
Connecticut Wealth Management sold 483 O'Reilly Automotive shares in Q2 2026, an estimated $44.1K.
O'Reilly Automotive made up 0.06% of Connecticut Wealth Management's portfolio in Q2 2026, its #122 holding.
Connecticut Wealth Management first reported a position in O'Reilly Automotive in Q3 2023 and has held it in 12 quarters since.
Connecticut Wealth Management's O'Reilly Automotive position peaked at $2.01M in Q3 2025.
730 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q2 2026.

Based on Connecticut Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.