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EverSource Wealth Advisors’s O'Reilly Automotive ORLY Stock Holding History

EverSource Wealth Advisors’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 		$817K Sell
8,873
-5,333
-38% -$486K 0.03% 401
2026
Q1 		$1.31M Buy
14,206
+197
+1% +$18.5K 0.04% 318
2025
Q4 		$1.28M Buy
14,009
+2,965
+27% +$290K 0.05% 279
2025
Q3 		$1.19M Sell
11,044
-1,407
-11% -$141K 0.05% 271
2025
Q2 		$1.12M Buy
12,451
+3,856
+45% +$352K 0.05% 250
2025
Q1 		$821K Buy
8,595
+975
+13% +$84.8K 0.05% 284
2024
Q4 		$602K Sell
7,620
-45
-0.6% -$3.63K 0.03% 332
2024
Q3 		$588K Buy
7,665
+825
+12% +$60.6K 0.04% 300
2024
Q2 		$514K Hold
6,840
– – 0.03% 309
2024
Q1 		$462K Buy
6,840
+270
+4% +$18.9K 0.04% 279
2023
Q4 		$416K Buy
6,570
+525
+9% +$33.2K 0.04% 274
2023
Q3 		$366K Buy
6,045
+75
+1% +$4.7K 0.04% 269
2023
Q2 		$380K Buy
5,970
+945
+19% +$57.7K 0.04% 266
2023
Q1 		$284K Sell
5,025
-360
-7% -$19.7K 0.04% 311
2022
Q4 		$303K Sell
5,385
-3,330
-38% -$179K 0.05% 279
2022
Q3 		$408K Sell
8,715
-585
-6% -$27.3K 0.09% 197
2022
Q2 		$391K Sell
9,300
-225
-2% -$9.68K 0.1% 181
2022
Q1 		$435K Buy
9,525
+315
+3% +$14.1K 0.11% 168
2021
Q4 		$433K Buy
+9,210
New +$399K 0.12% 133

Other funds holding ORLY

Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
WF
Welch & Forbes Boston, Massachusetts $8.23B AUM 17.62% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
SB
Simmons Bank Pine Bluff, Arkansas $1.75B AUM 33.61% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
AAIS
ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return

EverSource Wealth Advisors's ORLY Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its O'Reilly Automotive (ORLY) stake by 38% in Q2 2026, selling an estimated $486K and leaving 8,873 shares worth $817K. The position accounts for 0.03% of the portfolio, ranked #401.

EverSource Wealth Advisors first reported a position in ORLY in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.31M in Q1 2026. 744 funds tracked by Wall St. Rank hold ORLY as of Q2 2026.

  • EverSource Wealth Advisors held 8,873 shares of O'Reilly Automotive worth $817K as of Q2 2026.
  • EverSource Wealth Advisors sold 5,333 O'Reilly Automotive shares in Q2 2026, an estimated $486K.
  • O'Reilly Automotive made up 0.03% of EverSource Wealth Advisors's portfolio in Q2 2026, its #401 holding.
  • EverSource Wealth Advisors first reported a position in O'Reilly Automotive in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's O'Reilly Automotive position peaked at $1.31M in Q1 2026.
  • 744 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.