EFS
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Essex Financial Services’s O'Reilly Automotive ORLY Stock Holding History

Essex Financial 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
Q1 		$970K Sell
10,506
-3
-0% -$281 0.05% 299
2025
Q4 		$959K Buy
10,509
+62
+0.6% +$6.06K 0.05% 291
2025
Q3 		$1.13M Buy
10,447
+34
+0.3% +$3.42K 0.07% 240
2025
Q2 		$939K Buy
10,413
+348
+3% +$31.7K 0.06% 271
2025
Q1 		$961K Sell
10,065
-195
-2% -$17K 0.07% 237
2024
Q4 		$811K Sell
10,260
-435
-4% -$35.1K 0.06% 280
2024
Q3 		$860K Sell
10,695
-540
-5% -$39.7K 0.06% 274
2024
Q2 		$840K Buy
11,235
+1,050
+10% +$72.6K 0.06% 271
2024
Q1 		$767K Buy
10,185
+255
+3% +$17.8K 0.07% 242
2023
Q4 		$629K Sell
9,930
-30
-0.3% -$1.9K 0.07% 260
2023
Q3 		$604K Sell
9,960
-135
-1% -$8.47K 0.07% 250
2023
Q2 		$643K Sell
10,095
-480
-5% -$29.3K 0.07% 243
2023
Q1 		$599K Sell
10,575
-1,050
-9% -$57.5K 0.06% 260
2022
Q4 		$654K Buy
11,625
+645
+6% +$34.7K 0.07% 237
2022
Q3 		$515K Sell
10,980
-735
-6% -$34.3K 0.06% 246
2022
Q2 		$494K Buy
11,715
+195
+2% +$8.39K 0.06% 272
2022
Q1 		$526K Sell
11,520
-750
-6% -$33.5K 0.05% 283
2021
Q4 		$578K Sell
12,270
-990
-7% -$42.8K 0.06% 261
2021
Q3 		$540K Hold
13,260
– – 0.06% 259
2021
Q2 		$449K Hold
13,260
– – 0.07% 251
2021
Q1 		$449K Hold
13,260
– – 0.08% 206
2020
Q4 		$400K Sell
13,260
-2,070
-14% -$62.5K 0.08% 212
2020
Q3 		$471K Hold
15,330
– – 0.12% 169
2020
Q2 		$431K Hold
15,330
– – 0.13% 148
2020
Q1 		$308K Hold
15,330
– – 0.11% 177
2019
Q4 		$448K Hold
15,330
– – 0.12% 161
2019
Q3 		$407K Hold
15,330
– – 0.13% 157
2019
Q2 		$377K Hold
15,330
– – 0.11% 160
2019
Q1 		$397K Hold
15,330
– – 0.12% 151
2018
Q4 		$352K Hold
15,330
– – 0.11% 163
2018
Q3 		$355K Hold
15,330
– – 0.08% 194
2018
Q2 		$280K Hold
15,330
– – 0.07% 220
2018
Q1 		$253K Sell
15,330
-1,185
-7% -$20K 0.05% 292
2017
Q4 		$265K Hold
16,515
– – 0.06% 228
2017
Q3 		$237K Sell
16,515
-4,125
-20% -$54.5K 0.06% 242
2017
Q2 		$301K Sell
20,640
-1,440
-7% -$23.5K 0.06% 269
2017
Q1 		$397K Hold
22,080
– – 0.09% 212
2016
Q4 		$410K Hold
22,080
– – 0.09% 203
2016
Q3 		$412K Buy
22,080
+9,000
+69% +$169K 0.1% 194
2016
Q2 		$236K Sell
13,080
-2,250
-15% -$39.8K 0.06% 262
2016
Q1 		$280K Hold
15,330
– – 0.07% 245
2015
Q4 		$259K Sell
15,330
-420
-3% -$7.28K 0.06% 251
2015
Q3 		$263K Hold
15,750
– – 0.07% 252
2015
Q2 		$237K Hold
15,750
– – 0.06% 277
2015
Q1 		$227K Hold
15,750
– – 0.06% 283
2014
Q4 		$202K Buy
+15,750
New +$185K 0.05% 299

Other funds holding ORLY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Essex Financial Services's ORLY Position: Q1 2026 in Review

Essex Financial Services reduced its O'Reilly Automotive (ORLY) stake by 0.03% in Q1 2026, selling an estimated $281 and leaving 10,506 shares worth $970K. The position accounts for 0.05% of the portfolio, ranked #299.

Essex Financial Services first reported a position in ORLY in Q4 2014 and has held it in 46 quarters since. The position peaked at $1.13M in Q3 2025. 1,649 funds tracked by Wall St. Rank hold ORLY as of Q1 2026.

  • Essex Financial Services held 10,506 shares of O'Reilly Automotive worth $970K as of Q1 2026.
  • Essex Financial Services sold 3 O'Reilly Automotive shares in Q1 2026, an estimated $281.
  • O'Reilly Automotive made up 0.05% of Essex Financial Services's portfolio in Q1 2026, its #299 holding.
  • Essex Financial Services first reported a position in O'Reilly Automotive in Q4 2014 and has held it in 46 quarters since.
  • Essex Financial Services's O'Reilly Automotive position peaked at $1.13M in Q3 2025.
  • 1,649 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q1 2026.

Based on Essex Financial Services's 13F filing for Q1 2026, filed 24 Apr 2026.