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Caldwell Trust’s O'Reilly Automotive ORLY Stock Holding History

Caldwell Trust’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 		$1.5M Buy
16,259
+3,123
+24% +$293K 0.13% 134
2025
Q4 		$1.2M Buy
13,136
+12,167
+1,256% +$1.19M 0.11% 153
2025
Q3 		$104K Buy
969
+849
+708% +$85.3K 0.01% 376
2025
Q2 		$10.8K Hold
120
– – ﹤0.01% 630
2025
Q1 		$11.5K Hold
120
– – ﹤0.01% 621
2024
Q4 		$9.49K Hold
120
– – ﹤0.01% 612
2024
Q3 		$9.21K Hold
120
– – ﹤0.01% 614
2024
Q2 		$8.45K Hold
120
– – ﹤0.01% 619
2024
Q1 		$9.03K Hold
120
– – ﹤0.01% 625
2023
Q4 		$7.6K Hold
120
– – ﹤0.01% 625
2023
Q3 		$7.27K Hold
120
– – ﹤0.01% 633
2023
Q2 		$7.64K Hold
120
– – ﹤0.01% 646
2023
Q1 		$6.79K Hold
120
– – ﹤0.01% 647
2022
Q4 		$6.75K Hold
120
– – ﹤0.01% 641
2022
Q3 		$5.63K Hold
120
– – ﹤0.01% 647
2022
Q2 		$5.05K Hold
120
– – ﹤0.01% 679
2022
Q1 		$5.48K Hold
120
– – ﹤0.01% 684
2021
Q4 		$5.65K Buy
+120
New +$5.19K ﹤0.01% 671

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

Caldwell Trust's ORLY Position: Q1 2026 in Review

Caldwell Trust increased its O'Reilly Automotive (ORLY) stake by 24% in Q1 2026, buying an estimated $293K and bringing the position to 16,259 shares worth $1.5M. The position accounts for 0.13% of the portfolio, ranked #134.

Caldwell Trust first reported a position in ORLY in Q4 2021 and has held it in 18 quarters since. 1,650 funds tracked by Wall St. Rank hold ORLY as of Q1 2026.

  • Caldwell Trust held 16,259 shares of O'Reilly Automotive worth $1.5M as of Q1 2026.
  • Caldwell Trust bought 3,123 O'Reilly Automotive shares in Q1 2026, an estimated $293K.
  • O'Reilly Automotive made up 0.13% of Caldwell Trust's portfolio in Q1 2026, its #134 holding.
  • Caldwell Trust first reported a position in O'Reilly Automotive in Q4 2021 and has held it in 18 quarters since.
  • 1,650 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q1 2026.

Based on Caldwell Trust's 13F filing for Q1 2026, filed 22 Apr 2026.