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Joel Isaacson & Co’s O'Reilly Automotive ORLY Stock Holding History

Joel Isaacson & Co’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 		$362K Sell
3,930
-594
-13% -$54.2K 0.01% 351
2026
Q1 		$418K Sell
4,524
-45
-1% -$4.22K 0.01% 307
2025
Q4 		$417K Buy
4,569
+94
+2% +$9.18K 0.01% 310
2025
Q3 		$482K Buy
4,475
+500
+13% +$50.3K 0.02% 277
2025
Q2 		$358K Buy
3,975
+45
+1% +$4.1K 0.01% 299
2025
Q1 		$375K Hold
3,930
– – 0.02% 278
2024
Q4 		$311K Buy
3,930
+90
+2% +$7.26K 0.01% 295
2024
Q3 		$295K Hold
3,840
– – 0.01% 290
2024
Q2 		$270K Hold
3,840
– – 0.01% 291
2024
Q1 		$289K Hold
3,840
– – 0.02% 282
2023
Q4 		$243K Hold
3,840
– – 0.01% 277
2023
Q3 		$233K Hold
3,840
– – 0.02% 276
2023
Q2 		$245K Buy
+3,840
New +$234K 0.02% 284
2017
Q1 		– Sell
-1,800
Closed -$33K – 424
2016
Q4 		$33K Hold
1,800
– – 0.01% 369
2016
Q3 		$34K Hold
1,800
– – 0.01% 387
2016
Q2 		$33K Sell
1,800
-3,090
-63% -$54.6K 0.01% 391
2016
Q1 		$89K Hold
4,890
– – 0.02% 251
2015
Q4 		$83K Hold
4,890
– – 0.02% 255
2015
Q3 		$82K Hold
4,890
– – 0.02% 257
2015
Q2 		$74K Hold
4,890
– – 0.02% 296
2015
Q1 		$70K Buy
+4,890
New +$65.7K 0.02% 314

Other funds holding ORLY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
WF
Welch & Forbes Boston, Massachusetts $8.23B AUM 17.62% 1-Year Est. Return

Joel Isaacson & Co's ORLY Position: Q2 2026 in Review

Joel Isaacson & Co reduced its O'Reilly Automotive (ORLY) stake by 13% in Q2 2026, selling an estimated $54.2K and leaving 3,930 shares worth $362K. The position accounts for 0.01% of the portfolio, ranked #351.

Joel Isaacson & Co first reported a position in ORLY in Q1 2015 and has held it in 21 quarters since. The position peaked at $482K in Q3 2025. 959 funds tracked by Wall St. Rank hold ORLY as of Q2 2026.

  • Joel Isaacson & Co held 3,930 shares of O'Reilly Automotive worth $362K as of Q2 2026.
  • Joel Isaacson & Co sold 594 O'Reilly Automotive shares in Q2 2026, an estimated $54.2K.
  • O'Reilly Automotive made up 0.01% of Joel Isaacson & Co's portfolio in Q2 2026, its #351 holding.
  • Joel Isaacson & Co first reported a position in O'Reilly Automotive in Q1 2015 and has held it in 21 quarters since.
  • Joel Isaacson & Co's O'Reilly Automotive position peaked at $482K in Q3 2025.
  • 959 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q2 2026.

Based on Joel Isaacson & Co's 13F filing for Q2 2026, filed 4 Aug 2026.