MISSION WEALTH MANAGEMENT, LP ORLY — O REILLY AUTOMOTIVE INC NEW

Ownership history in MISSION WEALTH MANAGEMENT, LP  ·  30 quarters on record

AI Ownership Summary

MISSION WEALTH MANAGEMENT, LP reported O REILLY AUTOMOTIVE INC NEW (ORLY) in 30 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.1% in 2024 Q2. The latest visible filing shows ORLY at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this ORLY ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was MISSION WEALTH MANAGEMENT, LP's position in O REILLY AUTOMOTIVE INC NEW, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

ORLY was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.1% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

ORLY stock page MISSION WEALTH MANAGEMENT, LP fund profile MISSION WEALTH MANAGEMENT, LP full holdings
How MISSION WEALTH MANAGEMENT, LP held ORLY — position size vs. price
% of Fund (quarterly)    ORLY price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 13 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 7,466 -3,095 -29.3% 0.01% $689K 2026-05-15 $88.49
2025 Q4 REDUCED 73.6% +1.2% ❌ 10,561 -29,446 -73.6% 0.02% $963K 2026-02-05 $92.86
2025 Q3 ADDED — — — 40,007 +38,007 +1900.3% 0.09% $4.3M 2025-11-04 $93.83
2025 Q3 REDUCED 95.0% -14.9% ✅ 2,000 -38,197 -95.0% 0.00% $216K 2025-11-04 $93.83
2025 Q2 ADDED — — — 40,197 +37,516 +1399.3% 0.08% $3.6M 2025-08-05 $102.23
2025 Q1 ADDED — — — 2,681 +2,381 +793.7% 0.09% $3.8M 2025-04-17 $92.73
2024 Q4 REDUCED 90.5% +20.8% ❌ 300 -2,866 -90.5% 0.01% $356K 2025-02-06 $88.72
2024 Q4 ADDED — — — 3,166 +2,866 +955.3% 0.09% $3.8M 2025-02-06 $88.72
2024 Q3 REDUCED 90.5% +2.5% ❌ 300 -2,867 -90.5% 0.01% $345K 2024-10-31 $76.88
2024 Q3 REDUCED 8.6% +2.5% ❌ 3,167 -297 -8.6% 0.09% $3.6M 2024-10-31 $76.88
2024 Q2 ADDED — — — 3,464 +2,598 +300.0% 0.10% $3.7M 2024-08-05 $73.70
2024 Q1 ADDED — — — 866 +237 +37.7% 0.03% $977K 2024-04-30 $67.55
2023 Q4 ADDED — — — 629 +17 +2.8% 0.02% $598K 2024-02-05 $70.37
17 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding ORLY

As of 2026 Q1 — sorted by position size

WealthCare Asset Management, LLC 20.79% Clio Asset Management LLC 15.32% Missouri Trust & Investment Co 3Y 11.38% Long Road Investment Counsel, LLC 3Y 7Y 10.98% RIHO Partners, LLC 10.21% Horrell Capital Management, Inc. 3Y 7Y 9.88% HARVEY INVESTMENT CO LLC 3Y 7Y 9.6% Simmons Bank 3Y 7Y 9.58% Pelham Capital Ltd. 3Y 7Y 9.39% Rockbridge Asset Management LLC 9.04%

FAQ About MISSION WEALTH MANAGEMENT, LP and ORLY

These are the practical questions this page is built to answer before you even open the full history table.

How long has MISSION WEALTH MANAGEMENT, LP reported owning ORLY?

MISSION WEALTH MANAGEMENT, LP reported ORLY across 13 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported ORLY position in MISSION WEALTH MANAGEMENT, LP's portfolio?

The largest reported portfolio weight for ORLY was 0.10% in 2024 Q2.

What is the latest reported ORLY position on this page?

The most recent filing on this page is 2026 Q1, when MISSION WEALTH MANAGEMENT, LP reported 7,466 shares, equal to 0.01% of portfolio, with an estimated market value of $689K.

What does the chart on this ORLY ownership page compare?

The chart compares MISSION WEALTH MANAGEMENT, LP's quarterly ORLY portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did MISSION WEALTH MANAGEMENT, LP time their ORLY position?

Based on 13F filing dates vs. subsequent ORLY price moves, MISSION WEALTH MANAGEMENT, LP correctly timed 14 out of 27 reported position changes (52%). The annualised alpha on ORLY relative to SPY over the holding period was +3.9%.

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