CWS
ORLY icon

Cypress Wealth Services’s O'Reilly Automotive ORLY Stock Holding History

Cypress Wealth Services’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 		$451K Sell
4,894
-90
-2% -$8.21K 0.06% 257
2026
Q1 		$460K Buy
4,984
+10
+0.2% +$938 0.07% 234
2025
Q4 		$454K Buy
4,974
+2,332
+88% +$228K 0.06% 219
2025
Q3 		$285K Buy
+2,642
New +$266K 0.05% 263

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
SIC
Schwartz Investment Counsel Plymouth, Michigan $3.01B AUM 27.22% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return

Cypress Wealth Services's ORLY Position: Q2 2026 in Review

Cypress Wealth Services reduced its O'Reilly Automotive (ORLY) stake by 1.8% in Q2 2026, selling an estimated $8.21K and leaving 4,894 shares worth $451K. The position accounts for 0.06% of the portfolio, ranked #257.

Cypress Wealth Services first reported a position in ORLY in Q3 2025 and has held it in 4 quarters since. The position peaked at $460K in Q1 2026. 573 funds tracked by Wall St. Rank hold ORLY as of Q2 2026.

  • Cypress Wealth Services held 4,894 shares of O'Reilly Automotive worth $451K as of Q2 2026.
  • Cypress Wealth Services sold 90 O'Reilly Automotive shares in Q2 2026, an estimated $8.21K.
  • O'Reilly Automotive made up 0.06% of Cypress Wealth Services's portfolio in Q2 2026, its #257 holding.
  • Cypress Wealth Services first reported a position in O'Reilly Automotive in Q3 2025 and has held it in 4 quarters since.
  • Cypress Wealth Services's O'Reilly Automotive position peaked at $460K in Q1 2026.
  • 573 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q2 2026.

Based on Cypress Wealth Services's 13F filing for Q2 2026, filed 13 Jul 2026.