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Howard Capital Management’s O'Reilly Automotive ORLY Stock Holding History

Howard Capital Management’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 		$2.35M Buy
25,515
+14,773
+138% +$1.35M 0.03% 169
2026
Q1 		$992K Sell
10,742
-72,348
-87% -$6.79M 0.02% 173
2025
Q4 		$7.58M Buy
83,090
+12,607
+18% +$1.23M 0.1% 60
2025
Q3 		$7.6M Buy
70,483
+19,195
+37% +$1.93M 0.1% 54
2025
Q2 		$4.62M Buy
51,288
+29,238
+133% +$2.67M 0.07% 85
2025
Q1 		$2.11M Sell
22,050
-3,360
-13% -$292K 0.05% 134
2024
Q4 		$2.01M Buy
25,410
+825
+3% +$66.5K 0.03% 150
2024
Q3 		$1.89M Buy
+24,585
New +$1.81M 0.03% 146
2024
Q2 		– Sell
-35,205
Closed -$2.65M – 86
2024
Q1 		$2.65M Buy
35,205
+3,225
+10% +$226K 0.29% 27
2023
Q4 		$2.03M Buy
31,980
+3,690
+13% +$233K 0.25% 31
2023
Q3 		$1.71M Buy
28,290
+4,920
+21% +$309K 0.23% 31
2023
Q2 		$1.49M Buy
+23,370
New +$1.43M 0.2% 32
2022
Q2 		– Sell
-36,345
Closed -$1.66M – 39
2022
Q1 		$1.66M Buy
36,345
+4,680
+15% +$209K 0.38% 16
2021
Q4 		$1.57M Buy
31,665
+510
+2% +$22.1K 0.19% 30
2021
Q3 		$1.27M Buy
+31,155
New +$1.25M 0.19% 28

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
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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
RG
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
SIC
Schwartz Investment Counsel Plymouth, Michigan $3.01B AUM 27.22% 1-Year Est. Return

Howard Capital Management's ORLY Position: Q2 2026 in Review

Howard Capital Management increased its O'Reilly Automotive (ORLY) stake by 138% in Q2 2026, buying an estimated $1.35M and bringing the position to 25,515 shares worth $2.35M. The position accounts for 0.03% of the portfolio, ranked #169.

Howard Capital Management first reported a position in ORLY in Q3 2021 and has held it in 15 quarters since. The position peaked at $7.6M in Q3 2025. 612 funds tracked by Wall St. Rank hold ORLY as of Q2 2026.

  • Howard Capital Management held 25,515 shares of O'Reilly Automotive worth $2.35M as of Q2 2026.
  • Howard Capital Management bought 14,773 O'Reilly Automotive shares in Q2 2026, an estimated $1.35M.
  • O'Reilly Automotive made up 0.03% of Howard Capital Management's portfolio in Q2 2026, its #169 holding.
  • Howard Capital Management first reported a position in O'Reilly Automotive in Q3 2021 and has held it in 15 quarters since.
  • Howard Capital Management's O'Reilly Automotive position peaked at $7.6M in Q3 2025.
  • 612 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q2 2026.

Based on Howard Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.