ACIMA PRIVATE WEALTH, LLC ORLY — O REILLY AUTOMOTIVE INC NEW COM

Ownership history in ACIMA PRIVATE WEALTH, LLC  ·  22 quarters on record

AI Ownership Summary

ACIMA PRIVATE WEALTH, LLC reported O REILLY AUTOMOTIVE INC NEW COM (ORLY) in 22 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.01% in 2025 Q1. 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 ACIMA PRIVATE WEALTH, LLC's position in O REILLY AUTOMOTIVE INC NEW COM, 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 Q2

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

High-water mark
Peak Conviction
0.01% in 2025 Q1

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

Time in book
Holding Window
2024 Q1 to 2026 Q2

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 ACIMA PRIVATE WEALTH, LLC fund profile ACIMA PRIVATE WEALTH, LLC full holdings
How ACIMA PRIVATE WEALTH, LLC 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 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED — — — 195 — 0% 0.01% $18K 2026-07-06 $84.24
2026 Q1 UNCHANGED — — — 195 — 0% 0.01% $18K 2026-04-06 $92.13
2025 Q4 REDUCED 53.6% +1.2% ❌ 195 -225 -53.6% 0.01% $18K 2026-01-15 $93.64
2025 Q3 UNCHANGED — — — 420 — 0% 0.01% $45K 2025-11-10 $98.10
2025 Q2 ADDED — — — 420 +392 +1400.0% 0.01% $38K 2025-07-24 $98.16
2025 Q1 UNCHANGED — — — 28 — 0% 0.01% $40K 2025-05-09 $90.62
2024 Q4 UNCHANGED — — — 28 — 0% 0.01% $33K 2025-02-05 $89.88
2024 Q3 UNCHANGED — — — 28 — 0% 0.01% $32K 2024-11-12 $82.46
2024 Q2 UNCHANGED — — — 28 — 0% 0.01% $30K 2024-07-30 $76.06
2024 Q1 ADDED — — — 28 +15 +115.4% 0.01% $32K 2024-05-14 $67.12
12 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding ORLY

As of 2026 Q2 — sorted by position size

CARDEROCK CAPITAL MANAGEMENT INC 3Y 7Y 2.04% First National Bank of Mount Dora, Trust Investment Services 3Y 1.07% CONGRESS ASSET MANAGEMENT CO 3Y 7Y 0.83% MassMutual Private Wealth & Trust, FSB 3Y 7Y 0.63% Invariant Investment Management 0.5% Assenagon Asset Management S.A. 3Y 7Y 0.48% AAFMAA Wealth Management & Trust LLC 3Y 0.41% EASTERN BANK 3Y 7Y 0.38% Central Pacific Bank - Trust Division 0.22% First Heartland Consultants, Inc. 3Y 7Y 0.14%

FAQ About ACIMA PRIVATE WEALTH, LLC and ORLY

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

How long has ACIMA PRIVATE WEALTH, LLC reported owning ORLY?

ACIMA PRIVATE WEALTH, LLC reported ORLY across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported ORLY position in ACIMA PRIVATE WEALTH, LLC's portfolio?

The largest reported portfolio weight for ORLY was 0.01% in 2025 Q1.

What is the latest reported ORLY position on this page?

The most recent filing on this page is 2026 Q2, when ACIMA PRIVATE WEALTH, LLC reported 195 shares, equal to 0.01% of portfolio, with an estimated market value of $18K.

What does the chart on this ORLY ownership page compare?

The chart compares ACIMA PRIVATE WEALTH, LLC'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 ACIMA PRIVATE WEALTH, LLC time their ORLY position?

Based on 13F filing dates vs. subsequent ORLY price moves, ACIMA PRIVATE WEALTH, LLC correctly timed 3 out of 4 reported position changes (75%). The annualised alpha on ORLY relative to SPY over the holding period was -4.7%.

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