TCV Trust & Wealth Management’s O'Reilly Automotive ORLY Stock Holding History

TCV Trust & Wealth Management’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	$11.9M	Sell	129,403 -438	-0.3%	-$40K	0.9%	38
2026 Q1	$12M	Sell	129,841 -8	-0%	-$750	1%	38
2025 Q4	$11.8M	Buy	129,849 +2,204	+2%	+$215K	0.96%	36
2025 Q3	$13.8M	Sell	127,645 -739	-0.6%	-$74.3K	1.15%	33
2025 Q2	$11.6M	Buy	128,384 +1,064	+0.8%	+$97K	1.01%	36
2025 Q1	$12.2M	Buy	127,320 +1,950	+2%	+$170K	1.13%	34
2024 Q4	$9.91M	Buy	125,370 +2,820	+2%	+$227K	0.92%	41
2024 Q3	$9.41M	Buy	122,550 +3,195	+3%	+$235K	0.84%	45
2024 Q2	$8.4M	Buy	+119,355	New	+$8.25M	0.8%	45

Other funds holding ORLY

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 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

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

HIC

Harvey Investment Company Louisville, Kentucky $918M AUM 14.93% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

TCV Trust & Wealth Management's ORLY Position: Q2 2026 in Review

TCV Trust & Wealth Management reduced its O'Reilly Automotive (ORLY) stake by 0.34% in Q2 2026, selling an estimated $40K and leaving 129,403 shares worth $11.9M. The position accounts for 0.9% of the portfolio, ranked #38.

TCV Trust & Wealth Management first reported a position in ORLY in Q2 2024 and has held it in 9 quarters since. The position peaked at $13.8M in Q3 2025. 688 funds tracked by Wall St. Rank hold ORLY as of Q2 2026.

TCV Trust & Wealth Management held 129,403 shares of O'Reilly Automotive worth $11.9M as of Q2 2026.
TCV Trust & Wealth Management sold 438 O'Reilly Automotive shares in Q2 2026, an estimated $40K.
O'Reilly Automotive made up 0.9% of TCV Trust & Wealth Management's portfolio in Q2 2026, its #38 holding.
TCV Trust & Wealth Management first reported a position in O'Reilly Automotive in Q2 2024 and has held it in 9 quarters since.
TCV Trust & Wealth Management's O'Reilly Automotive position peaked at $13.8M in Q3 2025.
688 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q2 2026.

Based on TCV Trust & Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.