Radnor Capital Management’s O'Reilly Automotive ORLY Stock Holding History

Radnor Capital 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 Q2	$7.48M	Sell	81,210 -1,180	-1%	-$108K	1.05%	19
2026 Q1	$7.61M	Buy	82,390 +430	+0.5%	+$40.3K	1.13%	18
2025 Q4	$7.48M	Buy	81,960 +835	+1%	+$81.6K	1.11%	18
2025 Q3	$8.75M	Sell	81,125 -6,100	-7%	-$613K	1.33%	12
2025 Q2	$7.86M	Sell	87,225 -825	-0.9%	-$75.2K	1.25%	12
2025 Q1	$8.41M	Sell	88,050 -375	-0.4%	-$32.6K	1.41%	9
2024 Q4	$6.99M	Hold	88,425	–	–	1.17%	13
2024 Q3	$6.79M	Sell	88,425 -1,125	-1%	-$82.6K	1.01%	15
2024 Q2	$6.3M	Sell	89,550 -5,850	-6%	-$404K	1.92%	7
2024 Q1	$7.18M	Hold	95,400	–	–	1.22%	13
2023 Q4	$6.04M	Sell	95,400 -2,625	-3%	-$166K	1.13%	13
2023 Q3	$5.94M	Buy	98,025 +2,475	+3%	+$155K	1.18%	10
2023 Q2	$6.08M	Buy	+95,550	New	+$5.83M	2.6%	5

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

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

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

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

ACM

Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Radnor Capital Management's ORLY Position: Q2 2026 in Review

Radnor Capital Management reduced its O'Reilly Automotive (ORLY) stake by 1.4% in Q2 2026, selling an estimated $108K and leaving 81,210 shares worth $7.48M. The position accounts for 1.05% of the portfolio, ranked #19.

Radnor Capital Management first reported a position in ORLY in Q2 2023 and has held it in 13 quarters since. The position peaked at $8.75M in Q3 2025. 242 funds tracked by Wall St. Rank hold ORLY as of Q2 2026.

Radnor Capital Management held 81,210 shares of O'Reilly Automotive worth $7.48M as of Q2 2026.
Radnor Capital Management sold 1,180 O'Reilly Automotive shares in Q2 2026, an estimated $108K.
O'Reilly Automotive made up 1.05% of Radnor Capital Management's portfolio in Q2 2026, its #19 holding.
Radnor Capital Management first reported a position in O'Reilly Automotive in Q2 2023 and has held it in 13 quarters since.
Radnor Capital Management's O'Reilly Automotive position peaked at $8.75M in Q3 2025.
242 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q2 2026.

Based on Radnor Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.