De Burlo Group’s O'Reilly Automotive ORLY Stock Holding History

De Burlo Group’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	$7.83M	Sell	84,875 -296,850	-78%	-$27.8M	1.78%	22
2025 Q4	$34.8M	Buy	381,725 +50,100	+15%	+$4.89M	4.23%	8
2025 Q3	$35.8M	Buy	331,625 +3,125	+1%	+$314K	4.31%	4
2025 Q2	$29.6M	Sell	328,500 -74,700	-19%	-$6.81M	3.9%	8
2025 Q1	$38.5M	Buy	403,200 +39,450	+11%	+$3.43M	5.69%	1
2024 Q4	$28.8M	Buy	363,750 +66,000	+22%	+$5.32M	3.84%	8
2024 Q3	$22.9M	Buy	297,750 +114,750	+63%	+$8.43M	2.81%	13
2024 Q2	$12.9M	Buy	183,000 +33,000	+22%	+$2.28M	1.73%	21
2024 Q1	$11.3M	Buy	+150,000	New	+$10.5M	1.5%	23
2016 Q3	–	Sell	-174,000	Closed	-$3.14M	–	107
2016 Q2	$3.14M	Sell	174,000 -90,000	-34%	-$1.59M	0.76%	49
2016 Q1	$4.82M	Buy	264,000 +144,000	+120%	+$2.46M	1.39%	29
2015 Q4	$2.03M	Buy	+120,000	New	+$2.08M	0.48%	58

Other funds holding ORLY

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

De Burlo Group's ORLY Position: Q1 2026 in Review

De Burlo Group reduced its O'Reilly Automotive (ORLY) stake by 78% in Q1 2026, selling an estimated $27.8M and leaving 84,875 shares worth $7.83M. The position accounts for 1.78% of the portfolio, ranked #22.

De Burlo Group first reported a position in ORLY in Q4 2015 and has held it in 12 quarters since. The position peaked at $38.5M in Q1 2025. 1,649 funds tracked by Wall St. Rank hold ORLY as of Q1 2026.

De Burlo Group held 84,875 shares of O'Reilly Automotive worth $7.83M as of Q1 2026.
De Burlo Group sold 296,850 O'Reilly Automotive shares in Q1 2026, an estimated $27.8M.
O'Reilly Automotive made up 1.78% of De Burlo Group's portfolio in Q1 2026, its #22 holding.
De Burlo Group first reported a position in O'Reilly Automotive in Q4 2015 and has held it in 12 quarters since.
De Burlo Group's O'Reilly Automotive position peaked at $38.5M in Q1 2025.
1,649 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q1 2026.

Based on De Burlo Group's 13F filing for Q1 2026, filed 14 May 2026.