Premier Path Wealth Partners
ORLY icon

Premier Path Wealth Partners’s O'Reilly Automotive ORLY Stock Holding History

Premier Path Wealth Partners’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 		$966K Sell
11,306
-20
-0.2% -$1.76K 0.11% 167
2026
Q2 		$1.04M Sell
11,326
-108
-0.9% -$9.9K 0.12% 163
2026
Q1 		$1.06M Buy
11,434
+215
+2% +$20.2K 0.14% 150
2025
Q4 		$1.02M Sell
11,219
-451
-4% -$44.1K 0.13% 155
2025
Q3 		$1.26M Buy
11,670
+143
+1% +$14.4K 0.16% 138
2025
Q2 		$1.04M Buy
11,527
+187
+2% +$17K 0.14% 167
2025
Q1 		$1.08M Buy
11,340
+15
+0.1% +$1.3K 0.17% 153
2024
Q4 		$896K Buy
11,325
+345
+3% +$27.8K 0.14% 169
2024
Q3 		$843K Sell
10,980
-135
-1% -$9.9K 0.13% 172
2024
Q2 		$783K Sell
11,115
-585
-5% -$40.4K 0.13% 168
2024
Q1 		$881K Sell
11,700
-705
-6% -$49.3K 0.17% 148
2023
Q4 		$767K Buy
+12,405
New +$784K 0.17% 143

Other funds holding ORLY

Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Welch & Forbes
Welch & Forbes Boston, Massachusetts $8.34B AUM 13.98% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $24.3B AUM 19.37% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Williams Jones Wealth Management
Williams Jones Wealth Management New York $8.94B AUM 17.99% 1-Year Est. Return

Premier Path Wealth Partners's ORLY Position: Q3 2026 in Review

Premier Path Wealth Partners reduced its O'Reilly Automotive (ORLY) stake by 0.18% in Q3 2026, selling an estimated $1.76K and leaving 11,306 shares worth $966K. The position accounts for 0.11% of the portfolio, ranked #167.

Premier Path Wealth Partners first reported a position in ORLY in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.26M in Q3 2025. 829 funds tracked by Wall St. Rank hold ORLY as of Q3 2026.

  • Premier Path Wealth Partners held 11,306 shares of O'Reilly Automotive worth $966K as of Q3 2026.
  • Premier Path Wealth Partners sold 20 O'Reilly Automotive shares in Q3 2026, an estimated $1.76K.
  • O'Reilly Automotive made up 0.11% of Premier Path Wealth Partners's portfolio in Q3 2026, its #167 holding.
  • Premier Path Wealth Partners first reported a position in O'Reilly Automotive in Q4 2023 and has held it in 12 quarters since.
  • Premier Path Wealth Partners's O'Reilly Automotive position peaked at $1.26M in Q3 2025.
  • 829 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q3 2026.

Based on Premier Path Wealth Partners's 13F filing for Q3 2026, filed 16 Oct 2026.