Flossbach Von Storch’s O'Reilly Automotive ORLY Stock Holding History

Flossbach Von Storch’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	$2.24M	Sell	24,236 -50,193	-67%	-$4.71M	0.01%	86
2025 Q4	$6.79M	Buy	74,429 +5,511	+8%	+$538K	0.03%	83
2025 Q3	$7.43M	Buy	68,918 +1,413	+2%	+$142K	0.03%	81
2025 Q2	$6.08M	Sell	67,505 -15,295	-18%	-$1.39M	0.02%	81
2025 Q1	$7.91M	Sell	82,800 -101,625	-55%	-$8.84M	0.03%	80
2024 Q4	$14.6M	Buy	184,425 +18,555	+11%	+$1.5M	0.06%	74
2024 Q3	$12.7M	Sell	165,870 -190,200	-53%	-$14M	0.05%	78
2024 Q2	$25.1M	Buy	356,070 +307,440	+632%	+$21.3M	0.11%	62
2024 Q1	$3.66M	Buy	+48,630	New	+$3.4M	0.02%	86

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

Flossbach Von Storch's ORLY Position: Q1 2026 in Review

Flossbach Von Storch reduced its O'Reilly Automotive (ORLY) stake by 67% in Q1 2026, selling an estimated $4.71M and leaving 24,236 shares worth $2.24M. The position accounts for 0.01% of the portfolio, ranked #86.

Flossbach Von Storch first reported a position in ORLY in Q1 2024 and has held it in 9 quarters since. The position peaked at $25.1M in Q2 2024. 1,650 funds tracked by Wall St. Rank hold ORLY as of Q1 2026.

Flossbach Von Storch held 24,236 shares of O'Reilly Automotive worth $2.24M as of Q1 2026.
Flossbach Von Storch sold 50,193 O'Reilly Automotive shares in Q1 2026, an estimated $4.71M.
O'Reilly Automotive made up 0.01% of Flossbach Von Storch's portfolio in Q1 2026, its #86 holding.
Flossbach Von Storch first reported a position in O'Reilly Automotive in Q1 2024 and has held it in 9 quarters since.
Flossbach Von Storch's O'Reilly Automotive position peaked at $25.1M in Q2 2024.
1,650 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q1 2026.

Based on Flossbach Von Storch's 13F filing for Q1 2026, filed 29 Apr 2026.