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Regent Peak Wealth Advisors’s O'Reilly Automotive ORLY Stock Holding History

Regent Peak 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 		$251K Buy
+2,729
New +$249K 0.05% 176
2021
Q1 		– Sell
-1,935
Closed -$58K – 722
2020
Q4 		$58K Buy
+1,935
New +$58.4K 0.02% 289

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
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
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
ACM
Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Regent Peak Wealth Advisors's ORLY Position: Q2 2026 in Review

Regent Peak Wealth Advisors opened a new position in O'Reilly Automotive (ORLY) in Q2 2026: 2,729 shares worth $251K. The stake represents 0.05% of the portfolio and ranks #176 among its holdings. This is a return to the name: Regent Peak Wealth Advisors previously reported a position in ORLY as recently as Q4 2020.

Regent Peak Wealth Advisors first reported a position in ORLY in Q4 2020 and has held it in 2 quarters since. 324 funds tracked by Wall St. Rank hold ORLY as of Q2 2026.

  • Regent Peak Wealth Advisors held 2,729 shares of O'Reilly Automotive worth $251K as of Q2 2026.
  • O'Reilly Automotive was a new Regent Peak Wealth Advisors position in Q2 2026.
  • O'Reilly Automotive made up 0.05% of Regent Peak Wealth Advisors's portfolio in Q2 2026, its #176 holding.
  • Regent Peak Wealth Advisors first reported a position in O'Reilly Automotive in Q4 2020 and has held it in 2 quarters since.
  • 324 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q2 2026.

Based on Regent Peak Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.