Convergence Financial’s O'Reilly Automotive ORLY Stock Holding History

Convergence Financial’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 Q3	$369K	Sell	4,320 -4,224	-49%	-$372K	0.05%	199
2026 Q2	$787K	Sell	8,544 -1,311	-13%	-$120K	0.06%	139
2026 Q1	$910K	Sell	9,855 -83	-0.8%	-$7.78K	0.1%	108
2025 Q4	$906K	Sell	9,938 -41	-0.4%	-$4.01K	0.13%	84
2025 Q3	$1.08M	Buy	9,979 +1,855	+23%	+$186K	0.16%	77
2025 Q2	$732K	Buy	8,124 +3,084	+61%	+$281K	0.13%	94
2025 Q1	$481K	Buy	5,040 +1,260	+33%	+$110K	0.09%	97
2024 Q4	$299K	Buy	+3,780	New	+$305K	0.06%	122

Other funds holding ORLY

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

ABN AMRO Investment Solutions Paris Cedex 008 $13.2B AUM 30.55% 1-Year Est. Return

Harvey Investment Company Louisville, Kentucky $926M AUM 8.2% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.8B AUM 9.05% 1-Year Est. Return

Schwartz Investment Counsel Plymouth, Michigan $2.87B AUM 22.48% 1-Year Est. Return

Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

Convergence Financial's ORLY Position: Q3 2026 in Review

Convergence Financial reduced its O'Reilly Automotive (ORLY) stake by 49% in Q3 2026, selling an estimated $372K and leaving 4,320 shares worth $369K. The position accounts for 0.05% of the portfolio, ranked #199.

Convergence Financial first reported a position in ORLY in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.08M in Q3 2025. 508 funds tracked by Wall St. Rank hold ORLY as of Q3 2026.

Convergence Financial held 4,320 shares of O'Reilly Automotive worth $369K as of Q3 2026.
Convergence Financial sold 4,224 O'Reilly Automotive shares in Q3 2026, an estimated $372K.
O'Reilly Automotive made up 0.05% of Convergence Financial's portfolio in Q3 2026, its #199 holding.
Convergence Financial first reported a position in O'Reilly Automotive in Q4 2024 and has held it in 8 quarters since.
Convergence Financial's O'Reilly Automotive position peaked at $1.08M in Q3 2025.
508 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q3 2026.

Based on Convergence Financial's 13F filing for Q3 2026, filed 27 Oct 2026.