Essex Savings Bank’s O'Reilly Automotive ORLY Stock Holding History

Essex Savings Bank’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	$217K	Sell	2,359 -63	-3%	-$5.75K	0.05%	297
2026 Q1	$224K	Buy	2,422 +62	+3%	+$5.82K	0.05%	280
2025 Q4	$215K	Buy	2,360 +118	+5%	+$11.5K	0.05%	293
2025 Q3	$242K	Sell	2,242 -49	-2%	-$4.93K	0.05%	268
2025 Q2	$206K	Buy	2,291 +56	+3%	+$5.11K	0.05%	302
2025 Q1	$213K	Buy	+2,235	New	+$194K	0.05%	280
2019 Q3	–	Sell	-1,515	Closed	-$37K	–	468
2019 Q2	$37K	Buy	1,515 +1,095	+261%	+$27.7K	0.01%	488
2019 Q1	$11K	Hold	420	–	–	0.01%	496
2018 Q4	$10K	Buy	+420	New	+$9.56K	0.01%	513

Other funds holding ORLY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Welch & Forbes Boston, Massachusetts $8.23B AUM 17.62% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Essex Savings Bank's ORLY Position: Q2 2026 in Review

Essex Savings Bank reduced its O'Reilly Automotive (ORLY) stake by 2.6% in Q2 2026, selling an estimated $5.75K and leaving 2,359 shares worth $217K. The position accounts for 0.05% of the portfolio, ranked #297.

Essex Savings Bank first reported a position in ORLY in Q4 2018 and has held it in 9 quarters since. The position peaked at $242K in Q3 2025. 927 funds tracked by Wall St. Rank hold ORLY as of Q2 2026.

Essex Savings Bank held 2,359 shares of O'Reilly Automotive worth $217K as of Q2 2026.
Essex Savings Bank sold 63 O'Reilly Automotive shares in Q2 2026, an estimated $5.75K.
O'Reilly Automotive made up 0.05% of Essex Savings Bank's portfolio in Q2 2026, its #297 holding.
Essex Savings Bank first reported a position in O'Reilly Automotive in Q4 2018 and has held it in 9 quarters since.
Essex Savings Bank's O'Reilly Automotive position peaked at $242K in Q3 2025.
927 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q2 2026.

Based on Essex Savings Bank's 13F filing for Q2 2026, filed 23 Jul 2026.