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David Rolfe’s O'Reilly Automotive ORLY Stock Holding History

David Rolfe’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 		$15.9M Sell
172,645
-5,752
-3% -$525K 3.28% 14
2026
Q1 		$16.5M Sell
178,397
-10,329
-5% -$969K 3.4% 16
2025
Q4 		$17.2M Sell
188,726
-2,942
-2% -$287K 3.21% 16
2025
Q3 		$20.7M Buy
191,668
+6,458
+3% +$649K 3.77% 13
2025
Q2 		$18.8M Sell
185,210
-3,685
-2% -$336K 3.64% 15
2025
Q1 		$16.7M Buy
188,895
+61,935
+49% +$5.39M 3.36% 15
2024
Q4 		$10M Sell
126,960
-5,370
-4% -$433K 1.98% 18
2024
Q3 		$10.9M Sell
132,330
-975
-0.7% -$71.6K 1.98% 19
2024
Q2 		$9.96M Sell
133,305
-3,165
-2% -$219K 2.03% 19
2024
Q1 		$9.19M Sell
136,470
-2,700
-2% -$189K 1.84% 18
2023
Q4 		$9.64M Sell
139,170
-2,610
-2% -$165K 2.03% 18
2023
Q3 		$8.59M Buy
+141,780
New +$8.89M 2.06% 19

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

David Rolfe's ORLY Position: Q2 2026 in Review

David Rolfe reduced its O'Reilly Automotive (ORLY) stake by 3.2% in Q2 2026, selling an estimated $525K and leaving 172,645 shares worth $15.9M. The position accounts for 3.28% of the portfolio, ranked #14.

David Rolfe first reported a position in ORLY in Q3 2023 and has held it in 12 quarters since. The position peaked at $20.7M in Q3 2025. 1,656 funds tracked by Wall St. Rank hold ORLY as of Q2 2026.

  • David Rolfe held 172,645 shares of O'Reilly Automotive worth $15.9M as of Q2 2026.
  • David Rolfe sold 5,752 O'Reilly Automotive shares in Q2 2026, an estimated $525K.
  • O'Reilly Automotive made up 3.28% of David Rolfe's portfolio in Q2 2026, its #14 holding.
  • David Rolfe first reported a position in O'Reilly Automotive in Q3 2023 and has held it in 12 quarters since.
  • David Rolfe's O'Reilly Automotive position peaked at $20.7M in Q3 2025.
  • 1,656 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q2 2026.

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