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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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. 1,662 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.
1,662 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.