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

CWA Asset Management Group’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 		$1.32M Sell
14,352
-3,480
-20% -$317K 0.04% 354
2026
Q1 		$1.65M Sell
17,832
-103,972
-85% -$9.75M 0.06% 296
2025
Q4 		$11.1M Buy
121,804
+5,904
+5% +$577K 0.4% 47
2025
Q3 		$12.5M Buy
115,900
+18,151
+19% +$1.82M 0.46% 44
2025
Q2 		$8.81M Buy
97,749
+13,899
+17% +$1.27M 0.37% 60
2025
Q1 		$8.01M Buy
83,850
+3,135
+4% +$273K 0.38% 58
2024
Q4 		$6.38M Sell
80,715
-180
-0.2% -$14.5K 0.32% 68
2024
Q3 		$6.21M Buy
+80,895
New +$5.94M 0.33% 66
2024
Q1 		$5.01M Sell
66,570
-35,490
-35% -$2.48M 0.3% 80
2023
Q4 		$6.46M Sell
102,060
-78,180
-43% -$4.94M 0.44% 59
2023
Q3 		$10.9M Buy
180,240
+615
+0.3% +$38.6K 0.81% 36
2023
Q2 		$11.4M Sell
179,625
-4,290
-2% -$262K 0.79% 36
2023
Q1 		$10.4M Buy
183,915
+79,065
+75% +$4.33M 0.77% 34
2022
Q4 		$5.9M Buy
+104,850
New +$5.64M 0.48% 56
2020
Q1 		– Sell
-6,885
Closed -$201K – 255
2019
Q4 		$201K Buy
+6,885
New +$197K 0.03% 220

Other funds holding ORLY

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 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
HIC
Harvey Investment Company Louisville, Kentucky $918M AUM 14.93% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

CWA Asset Management Group's ORLY Position: Q2 2026 in Review

CWA Asset Management Group reduced its O'Reilly Automotive (ORLY) stake by 20% in Q2 2026, selling an estimated $317K and leaving 14,352 shares worth $1.32M. The position accounts for 0.04% of the portfolio, ranked #354.

CWA Asset Management Group first reported a position in ORLY in Q4 2019 and has held it in 15 quarters since. The position peaked at $12.5M in Q3 2025. 457 funds tracked by Wall St. Rank hold ORLY as of Q2 2026.

  • CWA Asset Management Group held 14,352 shares of O'Reilly Automotive worth $1.32M as of Q2 2026.
  • CWA Asset Management Group sold 3,480 O'Reilly Automotive shares in Q2 2026, an estimated $317K.
  • O'Reilly Automotive made up 0.04% of CWA Asset Management Group's portfolio in Q2 2026, its #354 holding.
  • CWA Asset Management Group first reported a position in O'Reilly Automotive in Q4 2019 and has held it in 15 quarters since.
  • CWA Asset Management Group's O'Reilly Automotive position peaked at $12.5M in Q3 2025.
  • 457 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q2 2026.

Based on CWA Asset Management Group's 13F filing for Q2 2026, filed 14 Jul 2026.