Summit Global Investments’s O'Reilly Automotive ORLY Stock Holding History

Summit Global Investments’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	$433K	Sell	4,699 -53	-1%	-$4.83K	0.02%	371
2026 Q1	$439K	Buy	4,752 +10	+0.2%	+$938	0.03%	351
2025 Q4	$433K	Sell	4,742 -15,752	-77%	-$1.54M	0.03%	351
2025 Q3	$2.21M	Sell	20,494 -17,810	-46%	-$1.79M	0.13%	96
2025 Q2	$3.45M	Buy	+38,304	New	+$3.49M	0.2%	79
2024 Q4	–	Sell	-7,770	Closed	-$596K	–	610
2024 Q3	$596K	Sell	7,770 -225	-3%	-$16.5K	0.04%	340
2024 Q2	$562K	Buy	+7,995	New	+$553K	0.04%	329
2023 Q4	–	Sell	-4,275	Closed	-$259K	–	570
2023 Q3	$259K	Buy	4,275 +75	+2%	+$4.7K	0.02%	447
2023 Q2	$267K	Buy	+4,200	New	+$256K	0.02%	450
2022 Q3	–	Sell	-6,810	Closed	-$287K	–	491
2022 Q2	$287K	Sell	6,810 -33,060	-83%	-$1.42M	0.03%	405
2022 Q1	$1.82M	Buy	+39,870	New	+$1.78M	0.13%	157

Other funds holding ORLY

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Welch & Forbes Boston, Massachusetts $8.23B AUM 17.62% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Simmons Bank Pine Bluff, Arkansas $1.75B AUM 33.61% 1-Year Est. Return

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

Summit Global Investments's ORLY Position: Q2 2026 in Review

Summit Global Investments reduced its O'Reilly Automotive (ORLY) stake by 1.1% in Q2 2026, selling an estimated $4.83K and leaving 4,699 shares worth $433K. The position accounts for 0.02% of the portfolio, ranked #371.

Summit Global Investments first reported a position in ORLY in Q1 2022 and has held it in 11 quarters since. The position peaked at $3.45M in Q2 2025. 745 funds tracked by Wall St. Rank hold ORLY as of Q2 2026.

Summit Global Investments held 4,699 shares of O'Reilly Automotive worth $433K as of Q2 2026.
Summit Global Investments sold 53 O'Reilly Automotive shares in Q2 2026, an estimated $4.83K.
O'Reilly Automotive made up 0.02% of Summit Global Investments's portfolio in Q2 2026, its #371 holding.
Summit Global Investments first reported a position in O'Reilly Automotive in Q1 2022 and has held it in 11 quarters since.
Summit Global Investments's O'Reilly Automotive position peaked at $3.45M in Q2 2025.
745 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q2 2026.

Based on Summit Global Investments's 13F filing for Q2 2026, filed 3 Aug 2026.