Waddell & Associates’s O'Reilly Automotive ORLY Stock Holding History

Waddell & Associates’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	$680K	Sell	7,380 -25	-0.3%	-$2.28K	0.03%	198
2026 Q1	$684K	Sell	7,405 -1,243	-14%	-$117K	0.04%	160
2025 Q4	$789K	Buy	8,648 +587	+7%	+$57.4K	0.05%	114
2025 Q3	$869K	Buy	8,061 +411	+5%	+$41.3K	0.07%	82
2025 Q2	$689K	Buy	7,650 +270	+4%	+$24.6K	0.07%	77
2025 Q1	$705K	Hold	7,380	–	–	0.09%	61
2024 Q4	$583K	Hold	7,380	–	–	0.06%	75
2024 Q3	$567K	Hold	7,380	–	–	0.07%	73
2024 Q2	$520K	Hold	7,380	–	–	0.07%	71
2024 Q1	$555K	Hold	7,380	–	–	0.08%	70
2023 Q4	$467K	Hold	7,380	–	–	0.06%	80
2023 Q3	$447K	Hold	7,380	–	–	0.07%	89
2023 Q2	$470K	Hold	7,380	–	–	0.07%	82
2023 Q1	$418K	Hold	7,380	–	–	0.07%	85
2022 Q4	$415K	Hold	7,380	–	–	0.07%	83
2022 Q3	$346K	Hold	7,380	–	–	0.07%	91
2022 Q2	$311K	Sell	7,380 -60	-0.8%	-$2.58K	0.06%	97
2022 Q1	$340K	Hold	7,440	–	–	0.05%	95
2021 Q4	$350K	Hold	7,440	–	–	0.06%	89
2021 Q3	$303K	Sell	7,440 -45	-0.6%	-$1.8K	0.05%	84
2021 Q2	$283	Buy	+7,485	New	+$269K	0.04%	101

Other funds holding ORLY

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

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

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

SIC

Schwartz Investment Counsel Plymouth, Michigan $3.01B AUM 27.22% 1-Year Est. Return

BPC

Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return

Waddell & Associates's ORLY Position: Q2 2026 in Review

Waddell & Associates reduced its O'Reilly Automotive (ORLY) stake by 0.34% in Q2 2026, selling an estimated $2.28K and leaving 7,380 shares worth $680K. The position accounts for 0.03% of the portfolio, ranked #198.

Waddell & Associates first reported a position in ORLY in Q2 2021 and has held it in 21 quarters since. The position peaked at $869K in Q3 2025. 540 funds tracked by Wall St. Rank hold ORLY as of Q2 2026.

Waddell & Associates held 7,380 shares of O'Reilly Automotive worth $680K as of Q2 2026.
Waddell & Associates sold 25 O'Reilly Automotive shares in Q2 2026, an estimated $2.28K.
O'Reilly Automotive made up 0.03% of Waddell & Associates's portfolio in Q2 2026, its #198 holding.
Waddell & Associates first reported a position in O'Reilly Automotive in Q2 2021 and has held it in 21 quarters since.
Waddell & Associates's O'Reilly Automotive position peaked at $869K in Q3 2025.
540 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q2 2026.

Based on Waddell & Associates's 13F filing for Q2 2026, filed 15 Jul 2026.