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Credential Securities’s O'Reilly Automotive ORLY Stock Holding History

Credential Securities’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
2018
Q2 		$272K Buy
14,910
+945
+7% +$16.4K 0.06% 148
2018
Q1 		$230K Sell
13,965
-4,050
-22% -$68.5K 0.06% 160
2017
Q4 		$289K Buy
18,015
+1,860
+12% +$27.7K 0.07% 152
2017
Q3 		$232K Buy
16,155
+3,165
+24% +$41.8K 0.06% 164
2017
Q2 		$187K Buy
+12,990
New +$212K 0.06% 175

Other funds holding ORLY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Credential Securities's ORLY Position: Q2 2018 in Review

Credential Securities increased its O'Reilly Automotive (ORLY) stake by 6.8% in Q2 2018, buying an estimated $16.4K and bringing the position to 14,910 shares worth $272K. The position accounts for 0.06% of the portfolio, ranked #148.

Credential Securities first reported a position in ORLY in Q2 2017 and has held it in 5 quarters since. The position peaked at $289K in Q4 2017. 735 funds tracked by Wall St. Rank hold ORLY as of Q2 2018.

  • Credential Securities held 14,910 shares of O'Reilly Automotive worth $272K as of Q2 2018.
  • Credential Securities bought 945 O'Reilly Automotive shares in Q2 2018, an estimated $16.4K.
  • O'Reilly Automotive made up 0.06% of Credential Securities's portfolio in Q2 2018, its #148 holding.
  • Credential Securities first reported a position in O'Reilly Automotive in Q2 2017 and has held it in 5 quarters since.
  • Credential Securities's O'Reilly Automotive position peaked at $289K in Q4 2017.
  • 735 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q2 2018.

Based on Credential Securities's 13F filing for Q2 2018, filed 21 Jul 2025.