Root Financial Partners
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Root Financial Partners’s O'Reilly Automotive ORLY Stock Holding History

Root Financial 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 		$136K Buy
+1,588
New +$140K ﹤0.01% 591
2026
Q2 		– Sell
-699
Closed -$64.5K – 2319
2026
Q1 		$64.5K Sell
699
-49
-7% -$4.6K ﹤0.01% 751
2025
Q4 		$68.2K Sell
748
-199
-21% -$19.4K ﹤0.01% 604
2025
Q3 		$102K Buy
+947
New +$95.2K 0.01% 439

Other funds holding ORLY

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
ABN AMRO Investment Solutions
ABN AMRO Investment Solutions Paris Cedex 008 $13.2B AUM 30.55% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Harvey Investment Company
Harvey Investment Company Louisville, Kentucky $926M AUM 8.2% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
UniSuper Management
UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 1-Year Est. Return
Loring Wolcott & Coolidge Fiduciary Advisors
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.8B AUM 9.05% 1-Year Est. Return
Schwartz Investment Counsel
Schwartz Investment Counsel Plymouth, Michigan $2.87B AUM 22.48% 1-Year Est. Return

Root Financial Partners's ORLY Position: Q3 2026 in Review

Root Financial Partners opened a new position in O'Reilly Automotive (ORLY) in Q3 2026: 1,588 shares worth $136K. The stake represents ﹤0.01% of the portfolio and ranks #591 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in ORLY as recently as Q1 2026.

Root Financial Partners first reported a position in ORLY in Q3 2025 and has held it in 4 quarters since. 622 funds tracked by Wall St. Rank hold ORLY as of Q3 2026.

  • Root Financial Partners held 1,588 shares of O'Reilly Automotive worth $136K as of Q3 2026.
  • O'Reilly Automotive was a new Root Financial Partners position in Q3 2026.
  • O'Reilly Automotive made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #591 holding.
  • Root Financial Partners first reported a position in O'Reilly Automotive in Q3 2025 and has held it in 4 quarters since.
  • 622 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.