Evermay Wealth Management
ORLY icon

Evermay Wealth Management’s O'Reilly Automotive ORLY Stock Holding History

Evermay Wealth Management’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 		$34.6K Hold
405
– – ﹤0.01% 382
2026
Q2 		$37.3K Sell
405
-108
-21% -$9.9K ﹤0.01% 387
2026
Q1 		$47.4K Buy
513
+55
+12% +$5.16K 0.01% 324
2025
Q4 		$41.8K Buy
458
+8
+2% +$782 ﹤0.01% 335
2025
Q3 		$48.5K Hold
450
– – 0.01% 328
2025
Q2 		$40.6K Hold
450
– – 0.01% 336
2025
Q1 		$43K Hold
450
– – 0.01% 340
2024
Q4 		$35.6K Hold
450
– – 0.01% 346
2024
Q3 		$34.5K Hold
450
– – 0.01% 360
2024
Q2 		$31.7K Hold
450
– – 0.01% 378
2024
Q1 		$33.9K Sell
450
-15
-3% -$1.05K 0.01% 382
2023
Q4 		$29.5K Buy
465
+15
+3% +$948 0.01% 366
2023
Q3 		$27.3K Buy
450
+210
+88% +$13.2K 0.01% 356
2023
Q2 		$15.3K Hold
240
– – ﹤0.01% 392
2023
Q1 		$13.6K Hold
240
– – ﹤0.01% 389
2022
Q4 		$13.5K Hold
240
– – ﹤0.01% 389
2022
Q3 		$11K Hold
240
– – ﹤0.01% 388
2022
Q2 		$10K Hold
240
– – ﹤0.01% 398
2022
Q1 		$11K Hold
240
– – ﹤0.01% 413
2021
Q4 		$11K Hold
240
– – ﹤0.01% 403
2021
Q3 		$10K Buy
+240
New +$9.6K ﹤0.01% 384

Other funds holding ORLY

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 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
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Evermay Wealth Management's ORLY Position: Q3 2026 in Review

Evermay Wealth Management held its O'Reilly Automotive (ORLY) position steady in Q3 2026 at 405 shares worth $34.6K. The position accounts for ﹤0.01% of the portfolio, ranked #382.

Evermay Wealth Management first reported a position in ORLY in Q3 2021 and has held it in 21 quarters since. The position peaked at $48.5K in Q3 2025. 1,032 funds tracked by Wall St. Rank hold ORLY as of Q3 2026.

  • Evermay Wealth Management held 405 shares of O'Reilly Automotive worth $34.6K as of Q3 2026.
  • Evermay Wealth Management left its O'Reilly Automotive share count unchanged in Q3 2026.
  • O'Reilly Automotive made up ﹤0.01% of Evermay Wealth Management's portfolio in Q3 2026, its #382 holding.
  • Evermay Wealth Management first reported a position in O'Reilly Automotive in Q3 2021 and has held it in 21 quarters since.
  • Evermay Wealth Management's O'Reilly Automotive position peaked at $48.5K in Q3 2025.
  • 1,032 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q3 2026.

Based on Evermay Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.