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

Mission Wealth 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
2025
Q4 		– Sell
-2,000
Closed -$216K – 756
2025
Q3 		$216K Buy
+2,000
New +$201K ﹤0.01% 665
2025
Q1 		– Hold
0
– -$356K – 700
2024
Q4 		– Hold
0
– – – 514
2024
Q3 		– Hold
0
– – – 520

Other funds holding ORLY

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
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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Mission Wealth Management's ORLY Position: Q2 2026 in Review

Mission Wealth Management increased its O'Reilly Automotive (ORLY) stake by 43% in Q2 2026, buying an estimated $290K and bringing the position to 10,648 shares worth $981K. The position accounts for 0.01% of the portfolio, ranked #486.

Mission Wealth Management first reported a position in ORLY in Q1 2019 and has held it in 28 quarters since. The position peaked at $4.31M in Q3 2025. 858 funds tracked by Wall St. Rank hold ORLY as of Q2 2026.

  • Mission Wealth Management held 10,648 shares of O'Reilly Automotive worth $981K as of Q2 2026.
  • Mission Wealth Management bought 3,182 O'Reilly Automotive shares in Q2 2026, an estimated $290K.
  • O'Reilly Automotive made up 0.01% of Mission Wealth Management's portfolio in Q2 2026, its #486 holding.
  • Mission Wealth Management first reported a position in O'Reilly Automotive in Q1 2019 and has held it in 28 quarters since.
  • Mission Wealth Management's O'Reilly Automotive position peaked at $4.31M in Q3 2025.
  • 858 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.