SSG
ORLY icon

Summit Securities Group’s O'Reilly Automotive ORLY Stock Holding History

Summit Securities Group’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
Q1 		– Sell
-2,537
Closed -$231K – 1295
2025
Q4 		$231K Buy
2,537
+1,521
+150% +$149K 0.03% 308
2025
Q3 		$110K Buy
+1,016
New +$102K 0.02% 374
2025
Q1 		– Sell
-135
Closed -$10.7K – 1015
2024
Q4 		$10.7K Buy
+135
New +$10.9K ﹤0.01% 456
2024
Q3 		– Sell
-120
Closed -$8K – 780
2024
Q2 		$8K Buy
+120
New +$8.3K ﹤0.01% 457
2024
Q1 		– Sell
-75
Closed -$5K – 779
2023
Q4 		$5K Sell
75
-30
-29% -$1.9K ﹤0.01% 564
2023
Q3 		$6K Sell
105
-345
-77% -$21.6K ﹤0.01% 456
2023
Q2 		$29K Buy
+450
New +$27.5K ﹤0.01% 544
2022
Q4 		– Sell
-3,465
Closed -$162K – 1309
2022
Q3 		$162K Buy
+3,465
New +$162K 0.01% 451
2022
Q2 		– Sell
-4,545
Closed -$208K – 1166
2022
Q1 		$208K Buy
+4,545
New +$203K 0.02% 375
2017
Q2 		– Sell
-36,885
Closed -$664K – 339
2017
Q1 		$664K Buy
+36,885
New +$666K 0.19% 111
2016
Q4 		– Sell
-12,405
Closed -$232K – 309
2016
Q3 		$232K Sell
12,405
-88,710
-88% -$1.66M 0.08% 120
2016
Q2 		$1.83M Buy
+101,115
New +$1.79M 0.98% 19
2015
Q3 		– Sell
-9,750
Closed -$147K – 474
2015
Q2 		$147K Buy
+9,750
New +$145K 0.07% 92

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Summit Securities Group's ORLY Position: Q1 2026 in Review

Summit Securities Group sold out of O'Reilly Automotive (ORLY) in Q1 2026, closing a stake of 2,537 shares — an estimated $231K sold.

Summit Securities Group first reported a position in ORLY in Q2 2015 and held it in 13 quarters. The position peaked at $1.83M in Q2 2016. 1,656 funds tracked by Wall St. Rank hold ORLY as of Q1 2026.

  • Summit Securities Group reported no remaining O'Reilly Automotive position as of Q1 2026 after selling out during the quarter.
  • Summit Securities Group sold 2,537 O'Reilly Automotive shares in Q1 2026, an estimated $231K.
  • Summit Securities Group first reported a position in O'Reilly Automotive in Q2 2015 and held it in 13 quarters.
  • Summit Securities Group's O'Reilly Automotive position peaked at $1.83M in Q2 2016.
  • 1,656 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q1 2026.

Based on Summit Securities Group's 13F filing for Q1 2026, filed 30 Apr 2026.