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Wendell David Associates’s O'Reilly Automotive ORLY Stock Holding History

Wendell David 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 		$4.85M Buy
52,662
+197
+0.4% +$18K 0.51% 44
2026
Q1 		$4.84M Sell
52,465
-1,200
-2% -$113K 0.53% 40
2025
Q4 		$4.89M Sell
53,665
-3,225
-6% -$315K 0.5% 43
2025
Q3 		$6.13M Sell
56,890
-50
-0.1% -$5.03K 0.61% 42
2025
Q2 		$5.13M Sell
56,940
-375
-0.7% -$34.2K 0.52% 43
2025
Q1 		$5.47M Sell
57,315
-780
-1% -$67.9K 0.55% 41
2024
Q4 		$4.59M Sell
58,095
-8,400
-13% -$677K 0.45% 48
2024
Q3 		$5.11M Sell
66,495
-150
-0.2% -$11K 0.49% 47
2024
Q2 		$4.69M Sell
66,645
-1,275
-2% -$88.1K 0.48% 46
2024
Q1 		$5.11M Buy
67,920
+2,820
+4% +$197K 0.52% 46
2023
Q4 		$4.12M Buy
65,100
+7,875
+14% +$498K 0.44% 51
2023
Q3 		$3.47M Sell
57,225
-1,680
-3% -$105K 0.41% 56
2023
Q2 		$3.75M Sell
58,905
-270
-0.5% -$16.5K 0.42% 56
2023
Q1 		$3.35M Sell
59,175
-1,650
-3% -$90.4K 0.4% 58
2022
Q4 		$3.42M Hold
60,825
– – 0.42% 57
2022
Q3 		$2.85M Buy
60,825
+7,035
+13% +$328K 0.38% 59
2022
Q2 		$2.27M Buy
53,790
+7,200
+15% +$310K 0.29% 67
2022
Q1 		$2.13M Buy
46,590
+3,675
+9% +$164K 0.24% 72
2021
Q4 		$2.02M Buy
42,915
+1,800
+4% +$77.9K 0.2% 76
2021
Q3 		$1.68M Buy
41,115
+900
+2% +$36K 0.19% 77
2021
Q2 		$1.52M Buy
40,215
+75
+0.2% +$2.69K 0.17% 79
2021
Q1 		$1.36M Buy
40,140
+1,290
+3% +$40K 0.16% 79
2020
Q4 		$1.17M Buy
38,850
+4,650
+14% +$140K 0.14% 83
2020
Q3 		$1.05M Buy
34,200
+2,250
+7% +$68.4K 0.14% 84
2020
Q2 		$898K Buy
31,950
+3,150
+11% +$82.3K 0.13% 90
2020
Q1 		$578K Buy
28,800
+16,800
+140% +$429K 0.1% 94
2019
Q4 		$351K Hold
12,000
– – 0.05% 129
2019
Q3 		$319K Hold
12,000
– – 0.05% 130
2019
Q2 		$295K Hold
12,000
– – 0.04% 135
2019
Q1 		$311K Buy
+12,000
New +$290K 0.05% 132

Other funds holding ORLY

Assenagon Asset Management
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
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
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

Wendell David Associates's ORLY Position: Q2 2026 in Review

Wendell David Associates increased its O'Reilly Automotive (ORLY) stake by 0.38% in Q2 2026, buying an estimated $18K and bringing the position to 52,662 shares worth $4.85M. The position accounts for 0.51% of the portfolio, ranked #44.

Wendell David Associates first reported a position in ORLY in Q1 2019 and has held it in 30 quarters since. The position peaked at $6.13M in Q3 2025. 568 funds tracked by Wall St. Rank hold ORLY as of Q2 2026.

  • Wendell David Associates held 52,662 shares of O'Reilly Automotive worth $4.85M as of Q2 2026.
  • Wendell David Associates bought 197 O'Reilly Automotive shares in Q2 2026, an estimated $18K.
  • O'Reilly Automotive made up 0.51% of Wendell David Associates's portfolio in Q2 2026, its #44 holding.
  • Wendell David Associates first reported a position in O'Reilly Automotive in Q1 2019 and has held it in 30 quarters since.
  • Wendell David Associates's O'Reilly Automotive position peaked at $6.13M in Q3 2025.
  • 568 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q2 2026.

Based on Wendell David Associates's 13F filing for Q2 2026, filed 27 Jul 2026.