SF
ORLY icon

Summit Financial’s O'Reilly Automotive ORLY Stock Holding History

Summit Financial’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 		$3.5M Sell
38,041
-1,355
-3% -$124K 0.04% 448
2026
Q1 		$3.64M Sell
39,396
-4,565
-10% -$428K 0.05% 401
2025
Q4 		$4.01M Sell
43,961
-5,225
-11% -$510K 0.06% 307
2025
Q3 		$5.3M Sell
49,186
-147
-0.3% -$14.8K 0.08% 246
2025
Q2 		$4.45M Sell
49,333
-2,582
-5% -$235K 0.1% 173
2025
Q1 		$4.96M Buy
51,915
+6,360
+14% +$553K 0.14% 137
2024
Q4 		$3.6M Sell
45,555
-75
-0.2% -$6.05K 0.13% 139
2024
Q3 		$3.5M Buy
45,630
+9,180
+25% +$674K 0.14% 120
2024
Q2 		$2.57M Buy
36,450
+15,405
+73% +$1.06M 0.12% 127
2024
Q1 		$1.58M Sell
21,045
-2,340
-10% -$164K 0.09% 124
2023
Q4 		$1.48M Buy
23,385
+1,905
+9% +$120K 0.1% 130
2023
Q3 		$1.3M Sell
21,480
-1,170
-5% -$73.4K 0.1% 134
2023
Q2 		$1.44M Sell
22,650
-645
-3% -$39.4K 0.11% 113
2023
Q1 		$1.32M Sell
23,295
-135
-0.6% -$7.4K 0.12% 90
2022
Q4 		$1.32M Sell
23,430
-2,655
-10% -$143K 0.12% 86
2022
Q3 		$1.22M Buy
26,085
+1,275
+5% +$59.5K 0.12% 84
2022
Q2 		$1.04M Sell
24,810
-390
-2% -$16.8K 0.1% 94
2022
Q1 		$1.15M Buy
25,200
+570
+2% +$25.5K 0.09% 104
2021
Q4 		$1.16M Buy
24,630
+7,755
+46% +$336K 0.09% 98
2021
Q3 		$687K Buy
16,875
+9,660
+134% +$387K 0.06% 111
2021
Q2 		$272K Buy
+7,215
New +$259K 0.03% 142

Other funds holding ORLY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Summit Financial's ORLY Position: Q2 2026 in Review

Summit Financial reduced its O'Reilly Automotive (ORLY) stake by 3.4% in Q2 2026, selling an estimated $124K and leaving 38,041 shares worth $3.5M. The position accounts for 0.04% of the portfolio, ranked #448.

Summit Financial first reported a position in ORLY in Q2 2021 and has held it in 21 quarters since. The position peaked at $5.3M in Q3 2025. 1,664 funds tracked by Wall St. Rank hold ORLY as of Q2 2026.

  • Summit Financial held 38,041 shares of O'Reilly Automotive worth $3.5M as of Q2 2026.
  • Summit Financial sold 1,355 O'Reilly Automotive shares in Q2 2026, an estimated $124K.
  • O'Reilly Automotive made up 0.04% of Summit Financial's portfolio in Q2 2026, its #448 holding.
  • Summit Financial first reported a position in O'Reilly Automotive in Q2 2021 and has held it in 21 quarters since.
  • Summit Financial's O'Reilly Automotive position peaked at $5.3M in Q3 2025.
  • 1,664 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.