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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
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

Assenagon Asset Management
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
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
WC
Woodstock Corp Boston, Massachusetts $1.2B AUM 26.37% 1-Year Est. Return
HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return

Halbert Hargrove Global Advisors's ORLY Position: Q2 2026 in Review

Halbert Hargrove Global Advisors opened a new position in O'Reilly Automotive (ORLY) in Q2 2026: 11 shares worth $1.05K. The stake represents ﹤0.01% of the portfolio and ranks #438 among its holdings. This is a return to the name: Halbert Hargrove Global Advisors previously reported a position in ORLY as recently as Q1 2025.

Halbert Hargrove Global Advisors first reported a position in ORLY in Q4 2014 and has held it in 8 quarters since. The position peaked at $472K in Q1 2015. 380 funds tracked by Wall St. Rank hold ORLY as of Q2 2026.

  • Halbert Hargrove Global Advisors held 11 shares of O'Reilly Automotive worth $1.05K as of Q2 2026.
  • O'Reilly Automotive was a new Halbert Hargrove Global Advisors position in Q2 2026.
  • O'Reilly Automotive made up ﹤0.01% of Halbert Hargrove Global Advisors's portfolio in Q2 2026, its #438 holding.
  • Halbert Hargrove Global Advisors first reported a position in O'Reilly Automotive in Q4 2014 and has held it in 8 quarters since.
  • Halbert Hargrove Global Advisors's O'Reilly Automotive position peaked at $472K in Q1 2015.
  • 380 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q2 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.