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AGF Management’s O'Reilly Automotive ORLY Stock Holding History

AGF Management’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
Q1 		$3.58M Buy
38,740
+8,676
+29% +$814K 0.02% 342
2025
Q4 		$2.74M Sell
30,064
-1,365,398
-98% -$133M 0.01% 446
2025
Q3 		$150M Sell
1,395,462
-14,433
-1% -$1.45M 0.66% 38
2025
Q2 		$127M Buy
1,409,895
+1,370,880
+3,514% +$125M 0.58% 48
2025
Q1 		$3.73M Buy
39,015
+5,085
+15% +$442K 0.02% 284
2024
Q4 		$2.68M Sell
33,930
-9,945
-23% -$802K 0.01% 354
2024
Q3 		$3.37M Buy
43,875
+11,775
+37% +$865K 0.02% 336
2024
Q2 		$2.26M Sell
32,100
-3,765
-10% -$260K 0.01% 442
2024
Q1 		$2.7M Sell
35,865
-4,380
-11% -$306K 0.02% 340
2023
Q4 		$2.55M Sell
40,245
-6,030
-13% -$381K 0.02% 468
2023
Q3 		$2.8M Sell
46,275
-34,395
-43% -$2.16M 0.02% 428
2023
Q2 		$5.14M Sell
80,670
-1,635
-2% -$99.8K 0.04% 247
2023
Q1 		$4.66M Buy
82,305
+61,860
+303% +$3.39M 0.03% 275
2022
Q4 		$1.15M Buy
+20,445
New +$1.1M 0.01% 570

Other funds holding ORLY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AGF Management's ORLY Position: Q1 2026 in Review

AGF Management increased its O'Reilly Automotive (ORLY) stake by 29% in Q1 2026, buying an estimated $814K and bringing the position to 38,740 shares worth $3.58M. The position accounts for 0.02% of the portfolio, ranked #342.

AGF Management first reported a position in ORLY in Q4 2022 and has held it in 14 quarters since. The position peaked at $150M in Q3 2025. 1,649 funds tracked by Wall St. Rank hold ORLY as of Q1 2026.

  • AGF Management held 38,740 shares of O'Reilly Automotive worth $3.58M as of Q1 2026.
  • AGF Management bought 8,676 O'Reilly Automotive shares in Q1 2026, an estimated $814K.
  • O'Reilly Automotive made up 0.02% of AGF Management's portfolio in Q1 2026, its #342 holding.
  • AGF Management first reported a position in O'Reilly Automotive in Q4 2022 and has held it in 14 quarters since.
  • AGF Management's O'Reilly Automotive position peaked at $150M in Q3 2025.
  • 1,649 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q1 2026.

Based on AGF Management's 13F filing for Q1 2026, filed 7 May 2026.