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Western Financial Corp’s O'Reilly Automotive ORLY Stock Holding History

Western Financial Corp’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 		$1.96M Buy
21,314
+599
+3% +$54.6K 0.57% 34
2026
Q1 		$1.91M Sell
20,715
-1,388
-6% -$130K 0.75% 29
2025
Q4 		$2.02M Sell
22,103
-111
-0.5% -$10.8K 0.8% 26
2025
Q3 		$2.39M Buy
22,214
+57
+0.3% +$5.73K 1.04% 20
2025
Q2 		$2M Sell
22,157
-223
-1% -$20.3K 1.07% 24
2025
Q1 		$2.14M Sell
22,380
-3,165
-12% -$275K 1.24% 12
2024
Q4 		$2.02M Sell
25,545
-210
-0.8% -$16.9K 1.11% 18
2024
Q3 		$1.98M Sell
25,755
-210
-0.8% -$15.4K 1.12% 18
2024
Q2 		$1.83M Buy
25,965
+375
+1% +$25.9K 1.1% 23
2024
Q1 		$1.93M Buy
25,590
+2,520
+11% +$176K 1.18% 15
2023
Q4 		$1.46M Sell
23,070
-1,470
-6% -$92.9K 0.98% 19
2023
Q3 		$1.49M Sell
24,540
-990
-4% -$62.1K 1.09% 13
2023
Q2 		$1.63M Sell
25,530
-1,545
-6% -$94.3K 1.11% 8
2023
Q1 		$1.53M Buy
27,075
+585
+2% +$32.1K 1.09% 12
2022
Q4 		$1.49M Buy
26,490
+12,540
+90% +$674K 0.97% 12
2022
Q3 		$654K Buy
13,950
+435
+3% +$20.3K 0.46% 50
2022
Q2 		$569K Sell
13,515
-735
-5% -$31.6K 0.4% 52
2022
Q1 		$651K Sell
14,250
-1,245
-8% -$55.6K 0.38% 56
2021
Q4 		$730K Buy
15,495
+1,605
+12% +$69.5K 0.38% 58
2021
Q3 		$566K Buy
13,890
+885
+7% +$35.4K 0.34% 57
2021
Q2 		$491K Buy
13,005
+915
+8% +$32.8K 0.27% 61
2021
Q1 		$409K Sell
12,090
-14,460
-54% -$448K 0.25% 58
2020
Q4 		$801K Buy
+26,550
New +$801K 0.53% 31

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
SB
Simmons Bank Pine Bluff, Arkansas $1.75B AUM 33.61% 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

Western Financial Corp's ORLY Position: Q2 2026 in Review

Western Financial Corp increased its O'Reilly Automotive (ORLY) stake by 2.9% in Q2 2026, buying an estimated $54.6K and bringing the position to 21,314 shares worth $1.96M. The position accounts for 0.57% of the portfolio, ranked #34.

Western Financial Corp first reported a position in ORLY in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.39M in Q3 2025. 688 funds tracked by Wall St. Rank hold ORLY as of Q2 2026.

  • Western Financial Corp held 21,314 shares of O'Reilly Automotive worth $1.96M as of Q2 2026.
  • Western Financial Corp bought 599 O'Reilly Automotive shares in Q2 2026, an estimated $54.6K.
  • O'Reilly Automotive made up 0.57% of Western Financial Corp's portfolio in Q2 2026, its #34 holding.
  • Western Financial Corp first reported a position in O'Reilly Automotive in Q4 2020 and has held it in 23 quarters since.
  • Western Financial Corp's O'Reilly Automotive position peaked at $2.39M in Q3 2025.
  • 688 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q2 2026.

Based on Western Financial Corp's 13F filing for Q2 2026, filed 22 Jul 2026.