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

Segment 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 		$229K Sell
2,490
-64
-3% -$5.84K 0.01% 299
2026
Q1 		$236K Buy
2,554
+64
+3% +$6K 0.01% 285
2025
Q4 		$227K Hold
2,490
– – 0.01% 295
2025
Q3 		$268K Hold
2,490
– – 0.02% 253
2025
Q2 		$224K Hold
2,490
– – 0.01% 272
2025
Q1 		$238K Buy
+2,490
New +$217K 0.02% 264

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

Segment Wealth Management's ORLY Position: Q2 2026 in Review

Segment Wealth Management reduced its O'Reilly Automotive (ORLY) stake by 2.5% in Q2 2026, selling an estimated $5.84K and leaving 2,490 shares worth $229K. The position accounts for 0.01% of the portfolio, ranked #299.

Segment Wealth Management first reported a position in ORLY in Q1 2025 and has held it in 6 quarters since. The position peaked at $268K in Q3 2025. 324 funds tracked by Wall St. Rank hold ORLY as of Q2 2026.

  • Segment Wealth Management held 2,490 shares of O'Reilly Automotive worth $229K as of Q2 2026.
  • Segment Wealth Management sold 64 O'Reilly Automotive shares in Q2 2026, an estimated $5.84K.
  • O'Reilly Automotive made up 0.01% of Segment Wealth Management's portfolio in Q2 2026, its #299 holding.
  • Segment Wealth Management first reported a position in O'Reilly Automotive in Q1 2025 and has held it in 6 quarters since.
  • Segment Wealth Management's O'Reilly Automotive position peaked at $268K in Q3 2025.
  • 324 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q2 2026.

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