WA
ORLY icon

Waverly Advisors’s O'Reilly Automotive ORLY Stock Holding History

Waverly Advisors’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 		$9.21M Sell
100,024
-3,744
-4% -$342K 0.05% 309
2026
Q1 		$9.58M Buy
103,768
+457
+0.4% +$42.9K 0.07% 266
2025
Q4 		$9.42M Buy
103,311
+25,455
+33% +$2.49M 0.08% 254
2025
Q3 		$8.39M Buy
77,856
+225
+0.3% +$22.6K 0.08% 224
2025
Q2 		$7M Buy
77,631
+1,461
+2% +$133K 0.08% 242
2025
Q1 		$7.27M Buy
76,170
+48,675
+177% +$4.23M 0.09% 224
2024
Q4 		$2.17M Buy
27,495
+10,095
+58% +$814K 0.03% 368
2024
Q3 		$1.34M Sell
17,400
-945
-5% -$69.4K 0.02% 399
2024
Q2 		$1.29M Buy
18,345
+6,300
+52% +$436K 0.03% 391
2024
Q1 		$907K Buy
12,045
+7,560
+169% +$529K 0.02% 385
2023
Q4 		$284K Buy
+4,485
New +$283K 0.01% 365
2014
Q1 		– Sell
-10,830
Closed -$93K – 798
2013
Q4 		$93K Sell
10,830
-1,170
-10% -$9.86K 0.03% 246
2013
Q3 		$102K Buy
+12,000
New +$98.1K 0.05% 148

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 $3.38T AUM 44.17% 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

Waverly Advisors's ORLY Position: Q2 2026 in Review

Waverly Advisors reduced its O'Reilly Automotive (ORLY) stake by 3.6% in Q2 2026, selling an estimated $342K and leaving 100,024 shares worth $9.21M. The position accounts for 0.05% of the portfolio, ranked #309.

Waverly Advisors first reported a position in ORLY in Q3 2013 and has held it in 13 quarters since. The position peaked at $9.58M in Q1 2026. 1,666 funds tracked by Wall St. Rank hold ORLY as of Q2 2026.

  • Waverly Advisors held 100,024 shares of O'Reilly Automotive worth $9.21M as of Q2 2026.
  • Waverly Advisors sold 3,744 O'Reilly Automotive shares in Q2 2026, an estimated $342K.
  • O'Reilly Automotive made up 0.05% of Waverly Advisors's portfolio in Q2 2026, its #309 holding.
  • Waverly Advisors first reported a position in O'Reilly Automotive in Q3 2013 and has held it in 13 quarters since.
  • Waverly Advisors's O'Reilly Automotive position peaked at $9.58M in Q1 2026.
  • 1,666 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.