Waterfront Wealth
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
Q3 		$953K Buy
10,607
+464
+5% +$40.8K 0.15% 170
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Welch & Forbes
Welch & Forbes Boston, Massachusetts $8.34B AUM 13.98% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Waterfront Wealth's ORLY Position: Q3 2026 in Review

Waterfront Wealth increased its O'Reilly Automotive (ORLY) stake by 4.6% in Q3 2026, buying an estimated $40.8K and bringing the position to 10,607 shares worth $953K. The position accounts for 0.15% of the portfolio, ranked #170.

Waterfront Wealth first reported a position in ORLY in Q4 2020 and has held it in 24 quarters since. The position peaked at $1.17M in Q3 2022. 881 funds tracked by Wall St. Rank hold ORLY as of Q3 2026.

  • Waterfront Wealth held 10,607 shares of O'Reilly Automotive worth $953K as of Q3 2026.
  • Waterfront Wealth bought 464 O'Reilly Automotive shares in Q3 2026, an estimated $40.8K.
  • O'Reilly Automotive made up 0.15% of Waterfront Wealth's portfolio in Q3 2026, its #170 holding.
  • Waterfront Wealth first reported a position in O'Reilly Automotive in Q4 2020 and has held it in 24 quarters since.
  • Waterfront Wealth's O'Reilly Automotive position peaked at $1.17M in Q3 2022.
  • 881 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q3 2026.

Based on Waterfront Wealth's 13F filing for Q3 2026, filed 3 Nov 2026.