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Financial Planning Hawaii’s O'Reilly Automotive ORLY Stock Holding History

Financial Planning Hawaii’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 		$303K Hold
3,295
– – 0.16% 108
2026
Q1 		$304K Hold
3,295
– – 0.18% 103
2025
Q4 		$301K Buy
+3,295
New +$322K 0.17% 105

Other funds holding ORLY

Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
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 22.96% 1-Year Est. Return
WF
Welch & Forbes Boston, Massachusetts $8.23B AUM 17.62% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Financial Planning Hawaii's ORLY Position: Q2 2026 in Review

Financial Planning Hawaii held its O'Reilly Automotive (ORLY) position steady in Q2 2026 at 3,295 shares worth $303K. The position accounts for 0.16% of the portfolio, ranked #108.

Financial Planning Hawaii first reported a position in ORLY in Q4 2025 and has held it in 3 quarters since. The position peaked at $304K in Q1 2026. 898 funds tracked by Wall St. Rank hold ORLY as of Q2 2026.

  • Financial Planning Hawaii held 3,295 shares of O'Reilly Automotive worth $303K as of Q2 2026.
  • Financial Planning Hawaii left its O'Reilly Automotive share count unchanged in Q2 2026.
  • O'Reilly Automotive made up 0.16% of Financial Planning Hawaii's portfolio in Q2 2026, its #108 holding.
  • Financial Planning Hawaii first reported a position in O'Reilly Automotive in Q4 2025 and has held it in 3 quarters since.
  • Financial Planning Hawaii's O'Reilly Automotive position peaked at $304K in Q1 2026.
  • 898 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q2 2026.

Based on Financial Planning Hawaii's 13F filing for Q2 2026, filed 23 Jul 2026.