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SYM Financial Corp’s O'Reilly Automotive ORLY Stock Holding History

SYM Financial Corp’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 		– Sell
-3,756
Closed -$347K – 560
2026
Q1 		$347K Sell
3,756
-955
-20% -$89.6K 0.03% 190
2025
Q4 		$430K Buy
4,711
+119
+3% +$11.6K 0.04% 150
2025
Q3 		$495K Sell
4,592
-4,588
-50% -$461K 0.05% 116
2025
Q2 		$827K Sell
9,180
-1,170
-11% -$107K 0.09% 71
2025
Q1 		$988K Buy
10,350
+630
+6% +$54.8K 0.12% 52
2024
Q4 		$768K Buy
+9,720
New +$784K 0.1% 58

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

SYM Financial Corp's ORLY Position: Q2 2026 in Review

SYM Financial Corp sold out of O'Reilly Automotive (ORLY) in Q2 2026, closing a stake of 3,756 shares — an estimated $347K sold.

SYM Financial Corp first reported a position in ORLY in Q4 2024 and held it in 6 quarters. The position peaked at $988K in Q1 2025. 1,664 funds tracked by Wall St. Rank hold ORLY as of Q2 2026.

  • SYM Financial Corp reported no remaining O'Reilly Automotive position as of Q2 2026 after selling out during the quarter.
  • SYM Financial Corp sold 3,756 O'Reilly Automotive shares in Q2 2026, an estimated $347K.
  • SYM Financial Corp first reported a position in O'Reilly Automotive in Q4 2024 and held it in 6 quarters.
  • SYM Financial Corp's O'Reilly Automotive position peaked at $988K in Q1 2025.
  • 1,664 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q2 2026.

Based on SYM Financial Corp's 13F filing for Q2 2026, filed 4 Aug 2026.