Cypress Wealth Services
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
Q3 		$387K Sell
4,542
-352
-7% -$31K 0.05% 281
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Welch & Forbes
Welch & Forbes Boston, Massachusetts $8.34B AUM 13.98% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Cypress Wealth Services's ORLY Position: Q3 2026 in Review

Cypress Wealth Services reduced its O'Reilly Automotive (ORLY) stake by 7.2% in Q3 2026, selling an estimated $31K and leaving 4,542 shares worth $387K. The position accounts for 0.05% of the portfolio, ranked #281.

Cypress Wealth Services first reported a position in ORLY in Q3 2025 and has held it in 5 quarters since. The position peaked at $460K in Q1 2026. 949 funds tracked by Wall St. Rank hold ORLY as of Q3 2026.

  • Cypress Wealth Services held 4,542 shares of O'Reilly Automotive worth $387K as of Q3 2026.
  • Cypress Wealth Services sold 352 O'Reilly Automotive shares in Q3 2026, an estimated $31K.
  • O'Reilly Automotive made up 0.05% of Cypress Wealth Services's portfolio in Q3 2026, its #281 holding.
  • Cypress Wealth Services first reported a position in O'Reilly Automotive in Q3 2025 and has held it in 5 quarters since.
  • Cypress Wealth Services's O'Reilly Automotive position peaked at $460K in Q1 2026.
  • 949 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q3 2026.

Based on Cypress Wealth Services's 13F filing for Q3 2026, filed 21 Oct 2026.