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Custom Index Systems’s O'Reilly Automotive ORLY Stock Holding History

Custom Index Systems’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 		$317K Sell
3,436
-17,004
-83% -$1.59M 0.14% 195
2025
Q4 		$1.86M Sell
20,440
-18,429
-47% -$1.8M 0.82% 22
2025
Q3 		$4.19M Buy
38,869
+13,879
+56% +$1.4M 1.25% 18
2025
Q2 		$2.25M Buy
24,990
+10,305
+70% +$940K 1.07% 18
2025
Q1 		$1.4M Buy
14,685
+225
+2% +$19.6K 0.71% 24
2024
Q4 		$1.14M Buy
14,460
+570
+4% +$46K 0.61% 42
2024
Q3 		$1.07M Buy
13,890
+4,575
+49% +$336K 0.58% 51
2024
Q2 		$656K Sell
9,315
-705
-7% -$48.7K 0.38% 57
2024
Q1 		$754K Buy
10,020
+6,855
+217% +$479K 0.43% 49
2023
Q4 		$200K Buy
+3,165
New +$200K 0.12% 233

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

Custom Index Systems's ORLY Position: Q1 2026 in Review

Custom Index Systems reduced its O'Reilly Automotive (ORLY) stake by 83% in Q1 2026, selling an estimated $1.59M and leaving 3,436 shares worth $317K. The position accounts for 0.14% of the portfolio, ranked #195.

Custom Index Systems first reported a position in ORLY in Q4 2023 and has held it in 10 quarters since. The position peaked at $4.19M in Q3 2025. 1,649 funds tracked by Wall St. Rank hold ORLY as of Q1 2026.

  • Custom Index Systems held 3,436 shares of O'Reilly Automotive worth $317K as of Q1 2026.
  • Custom Index Systems sold 17,004 O'Reilly Automotive shares in Q1 2026, an estimated $1.59M.
  • O'Reilly Automotive made up 0.14% of Custom Index Systems's portfolio in Q1 2026, its #195 holding.
  • Custom Index Systems first reported a position in O'Reilly Automotive in Q4 2023 and has held it in 10 quarters since.
  • Custom Index Systems's O'Reilly Automotive position peaked at $4.19M in Q3 2025.
  • 1,649 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q1 2026.

Based on Custom Index Systems's 13F filing for Q1 2026, filed 29 Apr 2026.