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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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Norges Bank
Norges Bank Oslo, Norway $1T AUM

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. 1,666 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.
  • 1,666 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.