Halbert Hargrove Global Advisors’s O'Reilly Automotive ORLY Stock Holding History

Halbert Hargrove Global 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 Q3	–	Sell	-11	Closed	-$1.05K	–	603
2026 Q2	$1.05K	Buy	+11	New	+$1K	﹤0.01%	438
2025 Q2	–	Sell	-60	Closed	-$6.15K	–	545
2025 Q1	$6.15K	Buy	+60	New	+$5.22K	﹤0.01%	290
2023 Q2	–	Sell	-3,885	Closed	-$220K	–	149
2023 Q1	$220K	Buy	3,885 +30	+0.8%	+$1.64K	0.01%	150
2022 Q4	$217K	Buy	+3,855	New	+$207K	0.02%	144
2015 Q4	–	Sell	-13,260	Closed	-$221K	–	104
2015 Q3	$221K	Sell	13,260 -17,760	-57%	-$287K	0.11%	86
2015 Q2	$467K	Sell	31,020 -1,710	-5%	-$25.4K	0.11%	91
2015 Q1	$472K	Buy	32,730 +10,005	+44%	+$134K	0.15%	99
2014 Q4	$292K	Buy	+22,725	New	+$266K	0.15%	89

Other funds holding ORLY

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Halbert Hargrove Global Advisors's ORLY Position: Q3 2026 in Review

Halbert Hargrove Global Advisors sold out of O'Reilly Automotive (ORLY) in Q3 2026, closing a stake of 11 shares — an estimated $1.05K sold.

Halbert Hargrove Global Advisors first reported a position in ORLY in Q4 2014 and held it in 8 quarters. The position peaked at $472K in Q1 2015. 1,379 funds tracked by Wall St. Rank hold ORLY as of Q3 2026.

Halbert Hargrove Global Advisors reported no remaining O'Reilly Automotive position as of Q3 2026 after selling out during the quarter.
Halbert Hargrove Global Advisors sold 11 O'Reilly Automotive shares in Q3 2026, an estimated $1.05K.
Halbert Hargrove Global Advisors first reported a position in O'Reilly Automotive in Q4 2014 and held it in 8 quarters.
Halbert Hargrove Global Advisors's O'Reilly Automotive position peaked at $472K in Q1 2015.
1,379 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q3 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.