Edgestream Partners’s O'Reilly Automotive ORLY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.7M | Sell |
29,202
-57,466
| -66% | -$5.39M | 0.09% | 415 |
|
|
2025
Q4 | $7.9M | Buy |
86,668
+63,910
| +281% | +$6.24M | 0.22% | 122 |
|
|
2025
Q3 | $2.45M | Sell |
22,758
-151,537
| -87% | -$15.2M | 0.07% | 470 |
|
|
2025
Q2 | $15.7M | Buy |
174,295
+141,205
| +427% | +$12.9M | 0.44% | 7 |
|
|
2025
Q1 | $3.16M | Sell |
33,090
-90,705
| -73% | -$7.89M | 0.11% | 364 |
|
|
2024
Q4 | $9.79M | Buy |
123,795
+117,450
| +1,851% | +$9.47M | 0.42% | 13 |
|
|
2024
Q3 | $487K | Sell |
6,345
-285
| -4% | -$20.9K | 0.02% | 701 |
|
|
2024
Q2 | $467K | Sell |
6,630
-15,375
| -70% | -$1.06M | 0.02% | 680 |
|
|
2024
Q1 | $1.66M | Buy |
22,005
+1,665
| +8% | +$116K | 0.08% | 382 |
|
|
2023
Q4 | $1.29M | Sell |
20,340
-80,955
| -80% | -$5.12M | 0.09% | 369 |
|
|
2023
Q3 | $6.14M | Buy |
101,295
+95,970
| +1,802% | +$6.02M | 0.49% | 11 |
|
|
2023
Q2 | $339K | Sell |
5,325
-15,180
| -74% | -$927K | 0.03% | 610 |
|
|
2023
Q1 | $1.16M | Buy |
20,505
+7,005
| +52% | +$384K | 0.13% | 264 |
|
|
2022
Q4 | $760K | Sell |
13,500
-3,105
| -19% | -$167K | 0.09% | 298 |
|
|
2022
Q3 | $779K | Sell |
16,605
-186,240
| -92% | -$8.68M | 0.06% | 301 |
|
|
2022
Q2 | $8.54M | Buy |
202,845
+169,095
| +501% | +$7.27M | 0.67% | 21 |
|
|
2022
Q1 | $1.54M | Sell |
33,750
-17,010
| -34% | -$760K | 0.12% | 257 |
|
|
2021
Q4 | $2.39M | Sell |
50,760
-19,305
| -28% | -$835K | 0.15% | 202 |
|
|
2021
Q3 | $2.85M | Sell |
70,065
-63,285
| -47% | -$2.53M | 0.18% | 191 |
|
|
2021
Q2 | $5.03M | Buy |
+133,350
| New | +$4.78M | 0.3% | 115 |
|
|
2021
Q1 | – | Sell |
-373,665
| Closed | -$11.3M | – | 429 |
|
|
2020
Q4 | $11.3M | Sell |
373,665
-324,495
| -46% | -$9.8M | 0.57% | 51 |
|
|
2020
Q3 | $21.5M | Sell |
698,160
-493,095
| -41% | -$15M | 1.39% | 9 |
|
|
2020
Q2 | $33.5M | Buy |
1,191,255
+166,170
| +16% | +$4.34M | 1.76% | 7 |
|
|
2020
Q1 | $20.6M | Buy |
1,025,085
+55,410
| +6% | +$1.42M | 1.9% | 5 |
|
|
2019
Q4 | $28.3M | Buy |
969,675
+329,790
| +52% | +$9.43M | 1.47% | 11 |
|
|
2019
Q3 | $17M | Buy |
639,885
+7,710
| +1% | +$199K | 1.63% | 7 |
|
|
2019
Q2 | $15.6M | Buy |
632,175
+479,730
| +315% | +$12.2M | 1.76% | 9 |
|
|
2019
Q1 | $3.95M | Buy |
+152,445
| New | +$3.69M | 0.58% | 58 |
|
|
2018
Q3 | – | Sell |
-13,275
| Closed | -$242K | – | 314 |
|
|
2018
Q2 | $242K | Buy |
+13,275
| New | +$231K | 0.05% | 237 |
|
|
2017
Q3 | – | Sell |
-25,725
| Closed | -$375K | – | 140 |
|
|
2017
Q2 | $375K | Sell |
25,725
-35,970
| -58% | -$587K | 0.14% | 101 |
|
|
2017
Q1 | $1.11M | Buy |
61,695
+19,470
| +46% | +$352K | 0.49% | 45 |
|
|
2016
Q4 | $784K | Sell |
42,225
-74,130
| -64% | -$1.35M | 1.63% | 16 |
|
|
2016
Q3 | $2.17M | Buy |
+116,355
| New | +$2.18M | 1.2% | 25 |
|
|
2016
Q2 | – | Sell |
-139,215
| Closed | -$2.54M | – | 68 |
|
|
2016
Q1 | $2.54M | Buy |
139,215
+102,435
| +279% | +$1.75M | 2.86% | 8 |
|
|
2015
Q4 | $621K | Buy |
36,780
+11,805
| +47% | +$205K | 1.77% | 16 |
|
|
2015
Q3 | $416K | Sell |
24,975
-47,550
| -66% | -$768K | 0.73% | 31 |
|
|
2015
Q2 | $1.09M | Buy |
72,525
+43,890
| +153% | +$651K | 0.75% | 35 |
|
|
2015
Q1 | $413K | Buy |
+28,635
| New | +$385K | 0.54% | 45 |
|
|
2014
Q4 | – | Sell |
-37,290
| Closed | -$374K | – | 80 |
|
|
2014
Q3 | $374K | Buy |
+37,290
| New | +$381K | 0.33% | 57 |
|
Other funds holding ORLY
VCM
VPM
N
Edgestream Partners's ORLY Position: Q1 2026 in Review
Edgestream Partners reduced its O'Reilly Automotive (ORLY) stake by 66% in Q1 2026, selling an estimated $5.39M and leaving 29,202 shares worth $2.7M. The position accounts for 0.09% of the portfolio, ranked #415.
Edgestream Partners first reported a position in ORLY in Q3 2014 and has held it in 39 quarters since. The position peaked at $33.5M in Q2 2020. 1,649 funds tracked by Wall St. Rank hold ORLY as of Q1 2026.
- Edgestream Partners held 29,202 shares of O'Reilly Automotive worth $2.7M as of Q1 2026.
- Edgestream Partners sold 57,466 O'Reilly Automotive shares in Q1 2026, an estimated $5.39M.
- O'Reilly Automotive made up 0.09% of Edgestream Partners's portfolio in Q1 2026, its #415 holding.
- Edgestream Partners first reported a position in O'Reilly Automotive in Q3 2014 and has held it in 39 quarters since.
- Edgestream Partners's O'Reilly Automotive position peaked at $33.5M in Q2 2020.
- 1,649 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q1 2026.
Based on Edgestream Partners's 13F filing for Q1 2026, filed 18 May 2026.