ET
ORLY icon

Equitable Trust’s O'Reilly Automotive ORLY Stock Holding History

Equitable Trust’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 		$205K Sell
2,398
-69
-3% -$6.07K 0.01% 438
2026
Q2 		$227K Buy
2,467
+104
+4% +$9.49K 0.01% 436
2026
Q1 		$218K Sell
2,363
-127
-5% -$11.9K 0.01% 446
2025
Q4 		$227K Hold
2,490
– – 0.01% 415
2025
Q3 		$268K Hold
2,490
– – 0.01% 397
2025
Q2 		$224K Sell
2,490
-360
-13% -$32.8K 0.01% 417
2025
Q1 		$272K Sell
2,850
-330
-10% -$28.7K 0.02% 421
2024
Q4 		$251K Hold
3,180
– – 0.01% 436
2024
Q3 		$244K Hold
3,180
– – 0.02% 416
2024
Q2 		$224K Buy
+3,180
New +$220K 0.02% 416
2022
Q2 		– Sell
-7,500
Closed -$342K – 412
2022
Q1 		$342K Hold
7,500
– – 0.02% 305
2021
Q4 		$353K Hold
7,500
– – 0.02% 294
2021
Q3 		$306K Sell
7,500
-495
-6% -$19.8K 0.02% 302
2021
Q2 		$302K Buy
7,995
+495
+7% +$17.8K 0.02% 312
2021
Q1 		$254K Hold
7,500
– – 0.02% 315
2020
Q4 		$226K Hold
7,500
– – 0.02% 330
2020
Q3 		$231K Hold
7,500
– – 0.02% 297
2020
Q2 		$211K Buy
+7,500
New +$196K 0.02% 300
2020
Q1 		– Sell
-238,035
Closed -$6.95M – 326
2019
Q4 		$6.95M Buy
238,035
+735
+0.3% +$21K 0.68% 41
2019
Q3 		$6.3M Buy
237,300
+2,550
+1% +$65.9K 0.66% 40
2019
Q2 		$5.78M Sell
234,750
-25,470
-10% -$645K 0.61% 47
2019
Q1 		$6.74M Sell
260,220
-42,555
-14% -$1.03M 0.78% 36
2018
Q4 		$6.95M Buy
302,775
+6,075
+2% +$138K 0.92% 28
2018
Q3 		$6.87M Buy
296,700
+8,700
+3% +$185K 0.8% 31
2018
Q2 		$5.25M Buy
+288,000
New +$5.01M 0.67% 44

Other funds holding ORLY

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Banque Pictet & Cie
Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return
Woodstock Corp
Woodstock Corp Boston, Massachusetts $1.24B AUM 22.02% 1-Year Est. Return
ASR Vermogensbeheer
ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return
Argent Capital Management
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Overbrook Management Corp
Overbrook Management Corp New York $643M AUM 29.06% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

Equitable Trust's ORLY Position: Q3 2026 in Review

Equitable Trust reduced its O'Reilly Automotive (ORLY) stake by 2.8% in Q3 2026, selling an estimated $6.07K and leaving 2,398 shares worth $205K. The position accounts for 0.01% of the portfolio, ranked #438.

Equitable Trust first reported a position in ORLY in Q2 2018 and has held it in 25 quarters since. The position peaked at $6.95M in Q4 2019. 261 funds tracked by Wall St. Rank hold ORLY as of Q3 2026.

  • Equitable Trust held 2,398 shares of O'Reilly Automotive worth $205K as of Q3 2026.
  • Equitable Trust sold 69 O'Reilly Automotive shares in Q3 2026, an estimated $6.07K.
  • O'Reilly Automotive made up 0.01% of Equitable Trust's portfolio in Q3 2026, its #438 holding.
  • Equitable Trust first reported a position in O'Reilly Automotive in Q2 2018 and has held it in 25 quarters since.
  • Equitable Trust's O'Reilly Automotive position peaked at $6.95M in Q4 2019.
  • 261 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q3 2026.

Based on Equitable Trust's 13F filing for Q3 2026, filed 13 Oct 2026.