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LifeSteps Financial’s O'Reilly Automotive ORLY Stock Holding History

LifeSteps Financial’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 		$32.5K Buy
+353
New +$32.2K 0.02% 257
2024
Q2 		– Sell
-600
Closed -$45.2K – 306
2024
Q1 		$45.2K Buy
+600
New +$42K 0.03% 163

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

LifeSteps Financial's ORLY Position: Q2 2026 in Review

LifeSteps Financial opened a new position in O'Reilly Automotive (ORLY) in Q2 2026: 353 shares worth $32.5K. The stake represents 0.02% of the portfolio and ranks #257 among its holdings. This is a return to the name: LifeSteps Financial previously reported a position in ORLY as recently as Q1 2024.

LifeSteps Financial first reported a position in ORLY in Q1 2024 and has held it in 2 quarters since. The position peaked at $45.2K in Q1 2024. 381 funds tracked by Wall St. Rank hold ORLY as of Q2 2026.

  • LifeSteps Financial held 353 shares of O'Reilly Automotive worth $32.5K as of Q2 2026.
  • O'Reilly Automotive was a new LifeSteps Financial position in Q2 2026.
  • O'Reilly Automotive made up 0.02% of LifeSteps Financial's portfolio in Q2 2026, its #257 holding.
  • LifeSteps Financial first reported a position in O'Reilly Automotive in Q1 2024 and has held it in 2 quarters since.
  • LifeSteps Financial's O'Reilly Automotive position peaked at $45.2K in Q1 2024.
  • 381 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.