WW
ORLY icon

Waterfront Wealth’s O'Reilly Automotive ORLY Stock Holding History

Waterfront Wealth’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 		$875K Buy
10,143
+1,987
+24% +$181K 0.14% 182
2026
Q1 		$753K Sell
8,156
-19
-0.2% -$1.78K 0.14% 177
2025
Q4 		$822K Sell
8,175
-350
-4% -$34.2K 0.16% 165
2025
Q3 		$863K Sell
8,525
-172
-2% -$17.3K 0.18% 158
2025
Q2 		$784K Buy
8,697
+147
+2% +$13.4K 0.18% 161
2025
Q1 		$817K Sell
8,550
-30
-0.3% -$2.61K 0.2% 152
2024
Q4 		$679K Hold
8,580
– – 0.17% 162
2024
Q3 		$679K Buy
8,580
+810
+10% +$59.5K 0.17% 166
2024
Q2 		$547K Sell
7,770
-240
-3% -$16.6K 0.15% 170
2024
Q1 		$559K Sell
8,010
-30
-0.4% -$2.1K 0.16% 168
2023
Q4 		$509K Sell
8,040
-195
-2% -$12.3K 0.15% 167
2023
Q3 		$482K Hold
8,235
– – 0.16% 164
2023
Q2 		$523K Sell
8,235
-8,580
-51% -$524K 0.16% 166
2023
Q1 		$952K Buy
16,815
+660
+4% +$36.2K 0.31% 95
2022
Q4 		$831K Sell
16,155
-5,475
-25% -$294K 0.29% 105
2022
Q3 		$1.17M Buy
21,630
+1,095
+5% +$51.1K 0.44% 60
2022
Q2 		$865K Buy
20,535
+10,290
+100% +$443K 0.35% 82
2022
Q1 		$507K Buy
10,245
+1,125
+12% +$50.2K 0.18% 129
2021
Q4 		$429K Buy
9,120
+600
+7% +$26K 0.17% 130
2021
Q3 		$347K Sell
8,520
-2,625
-24% -$105K 0.17% 119
2021
Q2 		$421K Buy
11,145
+45
+0.4% +$1.61K 0.2% 109
2021
Q1 		$376K Sell
11,100
-75
-0.7% -$2.32K 0.19% 119
2020
Q4 		$337K Buy
+11,175
New +$337K 0.24% 92

Other funds holding ORLY

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
WF
Welch & Forbes Boston, Massachusetts $8.23B AUM 17.62% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
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
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Waterfront Wealth's ORLY Position: Q2 2026 in Review

Waterfront Wealth increased its O'Reilly Automotive (ORLY) stake by 24% in Q2 2026, buying an estimated $181K and bringing the position to 10,143 shares worth $875K. The position accounts for 0.14% of the portfolio, ranked #182.

Waterfront Wealth first reported a position in ORLY in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.17M in Q3 2022. 656 funds tracked by Wall St. Rank hold ORLY as of Q2 2026.

  • Waterfront Wealth held 10,143 shares of O'Reilly Automotive worth $875K as of Q2 2026.
  • Waterfront Wealth bought 1,987 O'Reilly Automotive shares in Q2 2026, an estimated $181K.
  • O'Reilly Automotive made up 0.14% of Waterfront Wealth's portfolio in Q2 2026, its #182 holding.
  • Waterfront Wealth first reported a position in O'Reilly Automotive in Q4 2020 and has held it in 23 quarters since.
  • Waterfront Wealth's O'Reilly Automotive position peaked at $1.17M in Q3 2022.
  • 656 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q2 2026.

Based on Waterfront Wealth's 13F filing for Q2 2026, filed 30 Jul 2026.