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Blue Chip Partners’s O'Reilly Automotive ORLY Stock Holding History

Blue Chip Partners’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 		$421K Sell
4,577
-272,339
-98% -$24.8M 0.03% 132
2026
Q1 		$25.6M Buy
276,916
+10,101
+4% +$947K 1.84% 24
2025
Q4 		$24.3M Buy
266,815
+8,824
+3% +$862K 1.76% 24
2025
Q3 		$27.8M Buy
257,991
+108,874
+73% +$10.9M 2.08% 19
2025
Q2 		$13.4M Buy
149,117
+1,847
+1% +$168K 1.09% 34
2025
Q1 		$14.1M Buy
147,270
+8,040
+6% +$699K 1.21% 28
2024
Q4 		$11M Buy
139,230
+3,045
+2% +$246K 0.95% 38
2024
Q3 		$10.5M Buy
136,185
+2,655
+2% +$195K 0.91% 39
2024
Q2 		$9.4M Buy
133,530
+11,145
+9% +$770K 0.87% 38
2024
Q1 		$9.21M Buy
122,385
+21,150
+21% +$1.48M 0.89% 38
2023
Q4 		$6.41M Buy
+101,235
New +$6.4M 0.67% 40

Other funds holding ORLY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Blue Chip Partners's ORLY Position: Q2 2026 in Review

Blue Chip Partners reduced its O'Reilly Automotive (ORLY) stake by 98% in Q2 2026, selling an estimated $24.8M and leaving 4,577 shares worth $421K. The position accounts for 0.03% of the portfolio, ranked #132.

Blue Chip Partners first reported a position in ORLY in Q4 2023 and has held it in 11 quarters since. The position peaked at $27.8M in Q3 2025. 1,658 funds tracked by Wall St. Rank hold ORLY as of Q2 2026.

  • Blue Chip Partners held 4,577 shares of O'Reilly Automotive worth $421K as of Q2 2026.
  • Blue Chip Partners sold 272,339 O'Reilly Automotive shares in Q2 2026, an estimated $24.8M.
  • O'Reilly Automotive made up 0.03% of Blue Chip Partners's portfolio in Q2 2026, its #132 holding.
  • Blue Chip Partners first reported a position in O'Reilly Automotive in Q4 2023 and has held it in 11 quarters since.
  • Blue Chip Partners's O'Reilly Automotive position peaked at $27.8M in Q3 2025.
  • 1,658 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q2 2026.

Based on Blue Chip Partners's 13F filing for Q2 2026, filed 14 Aug 2026.