Baker Avenue Asset Management’s O'Reilly Automotive ORLY Stock Holding History

Baker Avenue Asset 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 Q2	$860K	Buy	9,335 +4,817	+107%	+$439K	0.02%	338
2026 Q1	$417K	Buy	4,518 +1,155	+34%	+$108K	0.01%	485
2025 Q4	$307K	Buy	3,363 +1,057	+46%	+$103K	0.01%	494
2025 Q3	$249K	Buy	+2,306	New	+$232K	0.01%	525
2025 Q2	–	Sell	-2,235	Closed	-$213K	–	534
2025 Q1	$213K	Buy	+2,235	New	+$194K	0.01%	427
2023 Q4	–	Sell	-840	Closed	-$50.9K	–	1149
2023 Q3	$50.9K	Buy	840 +135	+19%	+$8.47K	﹤0.01%	517
2023 Q2	$44.9K	Sell	705 -330	-32%	-$20.2K	﹤0.01%	542
2023 Q1	$58.6K	Buy	1,035 +15	+1%	+$822	﹤0.01%	510
2022 Q4	$57.4K	Buy	+1,020	New	+$54.8K	﹤0.01%	478
2022 Q3	–	Sell	-12,720	Closed	-$536K	–	364
2022 Q2	$536K	Buy	12,720 +3,780	+42%	+$163K	0.04%	207
2022 Q1	$408K	Buy	+8,940	New	+$399K	0.02%	239

Other funds holding ORLY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return

Baker Avenue Asset Management's ORLY Position: Q2 2026 in Review

Baker Avenue Asset Management increased its O'Reilly Automotive (ORLY) stake by 107% in Q2 2026, buying an estimated $439K and bringing the position to 9,335 shares worth $860K. The position accounts for 0.02% of the portfolio, ranked #338.

Baker Avenue Asset Management first reported a position in ORLY in Q1 2022 and has held it in 11 quarters since. 1,658 funds tracked by Wall St. Rank hold ORLY as of Q2 2026.

Baker Avenue Asset Management held 9,335 shares of O'Reilly Automotive worth $860K as of Q2 2026.
Baker Avenue Asset Management bought 4,817 O'Reilly Automotive shares in Q2 2026, an estimated $439K.
O'Reilly Automotive made up 0.02% of Baker Avenue Asset Management's portfolio in Q2 2026, its #338 holding.
Baker Avenue Asset Management first reported a position in O'Reilly Automotive in Q1 2022 and has held it in 11 quarters since.
1,658 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q2 2026.

Based on Baker Avenue Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.