Baird Financial Group
ORLY icon

Baird Financial Group’s O'Reilly Automotive ORLY Stock Holding History

Baird Financial Group’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 		$632M Buy
6,841,844
+255,506
+4% +$24M 0.99% 24
2025
Q4 		$601M Buy
6,586,338
+153,790
+2% +$15M 0.94% 26
2025
Q3 		$693M Buy
6,432,548
+477,260
+8% +$48M 1.12% 21
2025
Q2 		$537M Sell
5,955,288
-961,662
-14% -$87.7M 0.94% 25
2025
Q1 		$661M Buy
6,916,950
+371,085
+6% +$32.3M 1.27% 14
2024
Q4 		$517M Buy
6,545,865
+196,020
+3% +$15.8M 0.99% 19
2024
Q3 		$487M Buy
6,349,845
+119,460
+2% +$8.78M 0.95% 19
2024
Q2 		$439M Buy
6,230,385
+185,160
+3% +$12.8M 0.91% 19
2024
Q1 		$455M Buy
6,045,225
+124,515
+2% +$8.71M 0.95% 15
2023
Q4 		$375M Buy
5,920,710
+635,685
+12% +$40.2M 0.85% 18
2023
Q3 		$320M Buy
5,285,025
+94,635
+2% +$5.94M 0.87% 16
2023
Q2 		$331M Sell
5,190,390
-3,359,790
-39% -$205M 0.87% 15
2023
Q1 		$484M Buy
8,550,180
+109,065
+1% +$5.98M 1.19% 13
2022
Q4 		$475M Buy
8,441,115
+914,505
+12% +$49.2M 1.25% 12
2022
Q3 		$353M Buy
7,526,610
+361,845
+5% +$16.9M 1.04% 14
2022
Q2 		$302M Buy
7,164,765
+1,197,285
+20% +$51.5M 0.84% 21
2022
Q1 		$273M Buy
5,967,480
+123,735
+2% +$5.53M 0.67% 26
2021
Q4 		$275M Buy
5,843,745
+13,875
+0.2% +$600K 0.64% 30
2021
Q3 		$237M Buy
5,829,870
+59,970
+1% +$2.4M 0.61% 32
2021
Q2 		$218M Sell
5,769,900
-16,110
-0.3% -$578K 0.57% 34
2021
Q1 		$196M Sell
5,786,010
-83,235
-1% -$2.58M 0.55% 39
2020
Q4 		$177M Sell
5,869,245
-2,317,035
-28% -$69.9M 0.53% 37
2020
Q3 		$252M Sell
8,186,280
-80,565
-1% -$2.45M 0.86% 20
2020
Q2 		$232M Buy
8,266,845
+43,470
+0.5% +$1.14M 0.88% 19
2020
Q1 		$165M Buy
8,223,375
+324,360
+4% +$8.29M 0.75% 21
2019
Q4 		$231M Buy
7,899,015
+516,435
+7% +$14.8M 0.83% 18
2019
Q3 		$196M Buy
7,382,580
+192,705
+3% +$4.98M 0.77% 20
2019
Q2 		$177M Buy
7,189,875
+4,715,640
+191% +$119M 0.69% 25
2019
Q1 		$64M Sell
2,474,235
-604,845
-20% -$14.6M 0.37% 64
2018
Q4 		$70.7M Buy
3,079,080
+81,375
+3% +$1.85M 0.48% 41
2018
Q3 		$69.1M Buy
2,997,705
+23,115
+0.8% +$491K 0.43% 45
2018
Q2 		$54.3M Buy
2,974,590
+691,890
+30% +$12M 0.37% 64
2018
Q1 		$37.6M Buy
2,282,700
+2,248,620
+6,598% +$38M 0.27% 117
2017
Q4 		$547K Buy
34,080
+18,945
+125% +$282K ﹤0.01% 982
2017
Q3 		$217K Buy
15,135
+135
+0.9% +$1.78K ﹤0.01% 1167
2017
Q2 		$219K Sell
15,000
-1,810,470
-99% -$29.6M ﹤0.01% 1154
2017
Q1 		$32.8M Sell
1,825,470
-749,070
-29% -$13.5M 0.27% 119
2016
Q4 		$47.8M Sell
2,574,540
-682,035
-21% -$12.5M 0.41% 49
2016
Q3 		$60.8M Buy
3,256,575
+555,225
+21% +$10.4M 0.54% 31
2016
Q2 		$48.8M Buy
2,701,350
+92,685
+4% +$1.64M 0.45% 55
2016
Q1 		$47.6M Sell
2,608,665
-8,520
-0.3% -$145K 0.46% 46
2015
Q4 		$44.2M Sell
2,617,185
-1,113,315
-30% -$19.3M 0.44% 53
2015
Q3 		$62.2M Buy
3,730,500
+386,820
+12% +$6.25M 0.66% 22
2015
Q2 		$50.4M Buy
+3,343,680
New +$49.6M 0.5% 46

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

Baird Financial Group's ORLY Position: Q1 2026 in Review

Baird Financial Group increased its O'Reilly Automotive (ORLY) stake by 3.9% in Q1 2026, buying an estimated $24M and bringing the position to 6,841,844 shares worth $632M. The position accounts for 0.99% of the portfolio, ranked #24.

Baird Financial Group first reported a position in ORLY in Q2 2015 and has held it in 44 quarters since. The position peaked at $693M in Q3 2025. 1,649 funds tracked by Wall St. Rank hold ORLY as of Q1 2026.

  • Baird Financial Group held 6,841,844 shares of O'Reilly Automotive worth $632M as of Q1 2026.
  • Baird Financial Group bought 255,506 O'Reilly Automotive shares in Q1 2026, an estimated $24M.
  • O'Reilly Automotive made up 0.99% of Baird Financial Group's portfolio in Q1 2026, its #24 holding.
  • Baird Financial Group first reported a position in O'Reilly Automotive in Q2 2015 and has held it in 44 quarters since.
  • Baird Financial Group's O'Reilly Automotive position peaked at $693M in Q3 2025.
  • 1,649 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q1 2026.

Based on Baird Financial Group's 13F filing for Q1 2026, filed 14 May 2026.