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Legacy Wealth Asset Management’s O'Reilly Automotive ORLY Stock Holding History

Legacy Wealth Asset 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
Q3 		$1.59M Sell
18,646
-3,785
-17% -$333K 0.35% 70
2026
Q2 		$2.07M Buy
22,431
+61
+0.3% +$5.56K 0.45% 50
2026
Q1 		$2.06M Buy
22,370
+577
+3% +$54.1K 0.5% 37
2025
Q4 		$1.99M Buy
21,793
+883
+4% +$86.3K 0.49% 40
2025
Q3 		$2.25M Sell
20,910
-3,882
-16% -$390K 0.55% 32
2025
Q2 		$2.23M Sell
24,792
-693
-3% -$63.2K 0.57% 35
2025
Q1 		$2.43M Sell
25,485
-810
-3% -$70.5K 0.67% 25
2024
Q4 		$2.08M Sell
26,295
-75
-0.3% -$6.05K 0.57% 36
2024
Q3 		$2.02M Buy
26,370
+330
+1% +$24.2K 0.54% 45
2024
Q2 		$1.83M Buy
26,040
+14,415
+124% +$997K 0.52% 47
2024
Q1 		$875K Sell
11,625
-270
-2% -$18.9K 0.24% 114
2023
Q4 		$753K Sell
11,895
-300
-2% -$19K 0.25% 120
2023
Q3 		$739K Sell
12,195
-465
-4% -$29.2K 0.27% 113
2023
Q2 		$806K Sell
12,660
-165
-1% -$10.1K 0.28% 95
2023
Q1 		$726K Sell
12,825
-105
-0.8% -$5.75K 0.26% 123
2022
Q4 		$728K Sell
12,930
-345
-3% -$18.6K 0.28% 122
2022
Q3 		$622K Sell
13,275
-10,965
-45% -$511K 0.27% 128
2022
Q2 		$1.02M Buy
24,240
+45
+0.2% +$1.94K 0.41% 70
2022
Q1 		$1.1M Buy
24,195
+315
+1% +$14.1K 0.39% 76
2021
Q4 		$1.12M Sell
23,880
-255
-1% -$11K 0.38% 72
2021
Q3 		$983K Buy
24,135
+105
+0.4% +$4.2K 0.45% 68
2021
Q2 		$907K Buy
24,030
+195
+0.8% +$7K 0.4% 80
2021
Q1 		$806K Buy
23,835
+420
+2% +$13K 0.37% 98
2020
Q4 		$706K Buy
+23,415
New +$707K 0.36% 107

Other funds holding ORLY

FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
OMC
Overbrook Management Corp New York $643M AUM 29.06% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
HCM
Horrell Capital Management Little Rock, Arkansas $189M AUM 7.99% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Legacy Wealth Asset Management's ORLY Position: Q3 2026 in Review

Legacy Wealth Asset Management reduced its O'Reilly Automotive (ORLY) stake by 17% in Q3 2026, selling an estimated $333K and leaving 18,646 shares worth $1.59M. The position accounts for 0.35% of the portfolio, ranked #70.

Legacy Wealth Asset Management first reported a position in ORLY in Q4 2020 and has held it in 24 quarters since. The position peaked at $2.43M in Q1 2025. 73 funds tracked by Wall St. Rank hold ORLY as of Q3 2026.

  • Legacy Wealth Asset Management held 18,646 shares of O'Reilly Automotive worth $1.59M as of Q3 2026.
  • Legacy Wealth Asset Management sold 3,785 O'Reilly Automotive shares in Q3 2026, an estimated $333K.
  • O'Reilly Automotive made up 0.35% of Legacy Wealth Asset Management's portfolio in Q3 2026, its #70 holding.
  • Legacy Wealth Asset Management first reported a position in O'Reilly Automotive in Q4 2020 and has held it in 24 quarters since.
  • Legacy Wealth Asset Management's O'Reilly Automotive position peaked at $2.43M in Q1 2025.
  • 73 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q3 2026.

Based on Legacy Wealth Asset Management's 13F filing for Q3 2026, filed 9 Oct 2026.