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

Robertson Stephens 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
2026
Q2 		– Sell
-2,617
Closed -$242K – 661
2026
Q1 		$242K Buy
2,617
+82
+3% +$7.69K 0.01% 553
2025
Q4 		$231K Buy
2,535
+49
+2% +$4.79K 0.01% 573
2025
Q3 		$268K Sell
2,486
-69
-3% -$6.94K 0.01% 468
2025
Q2 		$230K Sell
2,555
-25
-1% -$2.28K 0.01% 512
2025
Q1 		$246K Sell
2,580
-315
-11% -$27.4K 0.01% 492
2024
Q4 		$229K Buy
2,895
+15
+0.5% +$1.21K 0.01% 527
2024
Q3 		$221K Sell
2,880
-495
-15% -$36.4K 0.01% 584
2024
Q2 		$238K Buy
3,375
+600
+22% +$41.5K 0.01% 452
2024
Q1 		$209K Buy
+2,775
New +$194K 0.01% 478

Other funds holding ORLY

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 22.94% 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
SB
Simmons Bank Pine Bluff, Arkansas $1.75B AUM 33.61% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 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

Robertson Stephens Wealth Management's ORLY Position: Q2 2026 in Review

Robertson Stephens Wealth Management sold out of O'Reilly Automotive (ORLY) in Q2 2026, closing a stake of 2,617 shares — an estimated $242K sold.

Robertson Stephens Wealth Management first reported a position in ORLY in Q1 2024 and held it in 9 quarters. The position peaked at $268K in Q3 2025. 723 funds tracked by Wall St. Rank hold ORLY as of Q2 2026.

  • Robertson Stephens Wealth Management reported no remaining O'Reilly Automotive position as of Q2 2026 after selling out during the quarter.
  • Robertson Stephens Wealth Management sold 2,617 O'Reilly Automotive shares in Q2 2026, an estimated $242K.
  • Robertson Stephens Wealth Management first reported a position in O'Reilly Automotive in Q1 2024 and held it in 9 quarters.
  • Robertson Stephens Wealth Management's O'Reilly Automotive position peaked at $268K in Q3 2025.
  • 723 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.