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Everhart Financial Group’s O'Reilly Automotive ORLY Stock Holding History

Everhart Financial Group’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 		$467K Sell
5,069
-3,308
-39% -$302K 0.03% 290
2026
Q1 		$773K Buy
8,377
+2,207
+36% +$207K 0.07% 218
2025
Q4 		$563K Buy
6,170
+2,407
+64% +$235K 0.05% 247
2025
Q3 		$406K Buy
+3,763
New +$378K 0.04% 277
2025
Q2 		– Sell
-3,525
Closed -$337K – 350
2025
Q1 		$337K Buy
+3,525
New +$307K 0.05% 267

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
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
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
WC
Woodstock Corp Boston, Massachusetts $1.2B AUM 26.37% 1-Year Est. Return
HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return

Everhart Financial Group's ORLY Position: Q2 2026 in Review

Everhart Financial Group reduced its O'Reilly Automotive (ORLY) stake by 39% in Q2 2026, selling an estimated $302K and leaving 5,069 shares worth $467K. The position accounts for 0.03% of the portfolio, ranked #290.

Everhart Financial Group first reported a position in ORLY in Q1 2025 and has held it in 5 quarters since. The position peaked at $773K in Q1 2026. 360 funds tracked by Wall St. Rank hold ORLY as of Q2 2026.

  • Everhart Financial Group held 5,069 shares of O'Reilly Automotive worth $467K as of Q2 2026.
  • Everhart Financial Group sold 3,308 O'Reilly Automotive shares in Q2 2026, an estimated $302K.
  • O'Reilly Automotive made up 0.03% of Everhart Financial Group's portfolio in Q2 2026, its #290 holding.
  • Everhart Financial Group first reported a position in O'Reilly Automotive in Q1 2025 and has held it in 5 quarters since.
  • Everhart Financial Group's O'Reilly Automotive position peaked at $773K in Q1 2026.
  • 360 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.