Planning Strategies Inc.’s O'Reilly Automotive ORLY Stock Holding History

Planning Strategies Inc.’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	$4.14K	Buy	+45	New	+$4.11K	﹤0.01%	442

Other funds holding ORLY

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return

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

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Schwartz Investment Counsel Plymouth, Michigan $3.01B AUM 27.22% 1-Year Est. Return

Planning Strategies Inc.'s ORLY Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in O'Reilly Automotive (ORLY) in Q2 2026: 45 shares worth $4.14K. The stake represents ﹤0.01% of the portfolio and ranks #442 among its holdings.

613 funds tracked by Wall St. Rank hold ORLY as of Q2 2026.

Planning Strategies Inc. held 45 shares of O'Reilly Automotive worth $4.14K as of Q2 2026.
O'Reilly Automotive was a new Planning Strategies Inc. position in Q2 2026.
O'Reilly Automotive made up ﹤0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #442 holding.
613 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.