New Wave Wealth Advisors’s O'Reilly Automotive ORLY Stock Holding History

New Wave Wealth Advisors’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	$241K	Buy	+2,615	New	+$239K	0.07%	186
2025 Q2	–	Sell	-4,920	Closed	-$470K	–	157
2025 Q1	$470K	Hold	4,920	–	–	0.21%	69
2024 Q4	$389K	Hold	4,920	–	–	0.16%	85
2024 Q3	$378K	Hold	4,920	–	–	0.17%	86
2024 Q2	$346K	Buy	+4,920	New	+$340K	0.19%	85

Other funds holding ORLY

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

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

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

BPC

Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

New Wave Wealth Advisors's ORLY Position: Q2 2026 in Review

New Wave Wealth Advisors opened a new position in O'Reilly Automotive (ORLY) in Q2 2026: 2,615 shares worth $241K. The stake represents 0.07% of the portfolio and ranks #186 among its holdings. This is a return to the name: New Wave Wealth Advisors previously reported a position in ORLY as recently as Q1 2025.

New Wave Wealth Advisors first reported a position in ORLY in Q2 2024 and has held it in 5 quarters since. The position peaked at $470K in Q1 2025. 429 funds tracked by Wall St. Rank hold ORLY as of Q2 2026.

New Wave Wealth Advisors held 2,615 shares of O'Reilly Automotive worth $241K as of Q2 2026.
O'Reilly Automotive was a new New Wave Wealth Advisors position in Q2 2026.
O'Reilly Automotive made up 0.07% of New Wave Wealth Advisors's portfolio in Q2 2026, its #186 holding.
New Wave Wealth Advisors first reported a position in O'Reilly Automotive in Q2 2024 and has held it in 5 quarters since.
New Wave Wealth Advisors's O'Reilly Automotive position peaked at $470K in Q1 2025.
429 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q2 2026.

Based on New Wave Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.