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Sterling Investment Advisors (Missouri)’s O'Reilly Automotive ORLY Stock Holding History

Sterling Investment Advisors (Missouri)’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 		$329K Hold
3,570
– – 0.15% 31
2026
Q1 		$330K Hold
3,570
– – 0.16% 32
2025
Q4 		$326K Sell
3,570
-257
-7% -$25.1K 0.16% 33
2025
Q3 		$413K Sell
3,827
-6,211
-62% -$624K 0.2% 28
2025
Q2 		$626K Buy
10,038
+6,198
+161% +$565K 0.33% 23
2025
Q1 		$367K Sell
3,840
-45
-1% -$3.92K 0.21% 23
2024
Q4 		$307K Buy
3,885
+15
+0.4% +$1.21K 0.18% 26
2024
Q3 		$297K Hold
3,870
– – 0.17% 27
2024
Q2 		$272K Hold
3,870
– – 0.17% 26
2024
Q1 		$291K Hold
3,870
– – 0.17% 26
2023
Q4 		$245K Hold
3,870
– – 0.15% 28
2023
Q3 		$234K Hold
3,870
– – 0.15% 28
2023
Q2 		$247K Hold
3,870
– – 0.16% 25
2023
Q1 		$219K Hold
3,870
– – 0.14% 27
2022
Q4 		$218K Buy
+3,870
New +$208K 0.15% 26
2016
Q4 		– Sell
-10,830
Closed -$202K – 26
2016
Q3 		$202K Sell
10,830
-7,050
-39% -$132K 0.21% 24
2016
Q2 		$323K Hold
17,880
– – 0.33% 24
2016
Q1 		$326K Hold
17,880
– – 0.34% 24
2015
Q4 		$302K Sell
17,880
-1,815
-9% -$31.5K 0.33% 24
2015
Q3 		$328K Hold
19,695
– – 0.37% 24
2015
Q2 		$297K Buy
19,695
+195
+1% +$2.89K 0.32% 23
2015
Q1 		$281K Buy
+19,500
New +$262K 0.28% 25

Other funds holding ORLY

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
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 22.96% 1-Year Est. Return
WF
Welch & Forbes Boston, Massachusetts $8.23B AUM 17.62% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Sterling Investment Advisors (Missouri)'s ORLY Position: Q2 2026 in Review

Sterling Investment Advisors (Missouri) held its O'Reilly Automotive (ORLY) position steady in Q2 2026 at 3,570 shares worth $329K. The position accounts for 0.15% of the portfolio, ranked #31.

Sterling Investment Advisors (Missouri) first reported a position in ORLY in Q1 2015 and has held it in 22 quarters since. The position peaked at $626K in Q2 2025. 907 funds tracked by Wall St. Rank hold ORLY as of Q2 2026.

  • Sterling Investment Advisors (Missouri) held 3,570 shares of O'Reilly Automotive worth $329K as of Q2 2026.
  • Sterling Investment Advisors (Missouri) left its O'Reilly Automotive share count unchanged in Q2 2026.
  • O'Reilly Automotive made up 0.15% of Sterling Investment Advisors (Missouri)'s portfolio in Q2 2026, its #31 holding.
  • Sterling Investment Advisors (Missouri) first reported a position in O'Reilly Automotive in Q1 2015 and has held it in 22 quarters since.
  • Sterling Investment Advisors (Missouri)'s O'Reilly Automotive position peaked at $626K in Q2 2025.
  • 907 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q2 2026.

Based on Sterling Investment Advisors (Missouri)'s 13F filing for Q2 2026, filed 9 Jul 2026.