First Heartland Consultants’s O'Reilly Automotive ORLY Stock Holding History

First Heartland Consultants’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	$2.22M	Sell	24,075 -1,113	-4%	-$102K	0.14%	126
2026 Q1	$2.33M	Buy	25,188 +213	+0.9%	+$20K	0.18%	112
2025 Q4	$2.28M	Sell	24,975 -369	-1%	-$36.1K	0.17%	111
2025 Q3	$2.73M	Buy	25,344 +3,934	+18%	+$395K	0.22%	95
2025 Q2	$1.93M	Buy	21,410 +2,495	+13%	+$227K	0.17%	111
2025 Q1	$1.81M	Buy	18,915 +240	+1%	+$20.9K	0.19%	109
2024 Q4	$1.48M	Hold	18,675	–	–	0.15%	118
2024 Q3	$1.43M	Sell	18,675 -11,685	-38%	-$858K	0.15%	109
2024 Q2	$2.14K	Sell	30,360 -360	-1%	-$24.9K	0.15%	106
2024 Q1	$2.31M	Buy	30,720 +225	+0.7%	+$15.7K	0.24%	101
2023 Q4	$1.93M	Buy	30,495 +8,145	+36%	+$515K	0.23%	97
2023 Q3	$1.35M	Sell	22,350 -2,370	-10%	-$149K	0.17%	120
2023 Q2	$1.57M	Sell	24,720 -435	-2%	-$26.6K	0.2%	106
2023 Q1	$1.42M	Sell	25,155 -510	-2%	-$27.9K	0.21%	107
2022 Q4	$1.44M	Buy	25,665 +975	+4%	+$52.4K	0.23%	100
2022 Q3	$1.16K	Hold	24,690	–	–	0.1%	115
2022 Q2	$1.04M	Buy	24,690 +120	+0.5%	+$5.16K	0.16%	114
2022 Q1	$1.12M	Sell	24,570 -120	-0.5%	-$5.36K	0.17%	103
2021 Q4	$1.16K	Sell	24,690 -75	-0.3%	-$3.25K	0.04%	105
2021 Q3	$1.01M	Buy	24,765 +465	+2%	+$18.6K	0.15%	130
2021 Q2	$917K	Buy	24,300 +705	+3%	+$25.3K	0.14%	141
2021 Q1	$798K	Buy	23,595 +150	+0.6%	+$4.65K	0.13%	145
2020 Q4	$707K	Sell	23,445 -900	-4%	-$27.2K	0.12%	131
2020 Q3	$748K	Sell	24,345 -3,900	-14%	-$119K	0.14%	108
2020 Q2	$794K	Sell	28,245 -1,470	-5%	-$38.4K	0.16%	113
2020 Q1	$596K	Sell	29,715 -225	-0.8%	-$5.75K	0.15%	121
2019 Q4	$875K	Hold	29,940	–	–	0.17%	124
2019 Q3	$795K	Sell	29,940 -435	-1%	-$11.2K	0.17%	119
2019 Q2	$748K	Buy	30,375 +4,290	+16%	+$109K	0.18%	117
2019 Q1	$675K	Buy	+26,085	New	+$631K	0.19%	125

Other funds holding ORLY

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

AAIS

ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 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

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

BPC

Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

First Heartland Consultants's ORLY Position: Q2 2026 in Review

First Heartland Consultants reduced its O'Reilly Automotive (ORLY) stake by 4.4% in Q2 2026, selling an estimated $102K and leaving 24,075 shares worth $2.22M. The position accounts for 0.14% of the portfolio, ranked #126.

First Heartland Consultants first reported a position in ORLY in Q1 2019 and has held it in 30 quarters since. The position peaked at $2.73M in Q3 2025. 457 funds tracked by Wall St. Rank hold ORLY as of Q2 2026.

First Heartland Consultants held 24,075 shares of O'Reilly Automotive worth $2.22M as of Q2 2026.
First Heartland Consultants sold 1,113 O'Reilly Automotive shares in Q2 2026, an estimated $102K.
O'Reilly Automotive made up 0.14% of First Heartland Consultants's portfolio in Q2 2026, its #126 holding.
First Heartland Consultants first reported a position in O'Reilly Automotive in Q1 2019 and has held it in 30 quarters since.
First Heartland Consultants's O'Reilly Automotive position peaked at $2.73M in Q3 2025.
457 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q2 2026.

Based on First Heartland Consultants's 13F filing for Q2 2026, filed 8 Jul 2026.