Fuller & Thaler Asset Management’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
Q2 | $57.1M | Buy |
619,954
+257,520
| +71% | +$23.5M | 0.16% | 213 |
|
|
2026
Q1 | $33.5M | Buy |
362,434
+112,315
| +45% | +$10.5M | 0.11% | 234 |
|
|
2025
Q4 | $22.8M | Buy |
250,119
+47,260
| +23% | +$4.62M | 0.08% | 266 |
|
|
2025
Q3 | $21.9M | Sell |
202,859
-9,936
| -5% | -$999K | 0.07% | 261 |
|
|
2025
Q2 | $19.2M | Buy |
212,795
+9,620
| +5% | +$877K | 0.07% | 261 |
|
|
2025
Q1 | $19.4M | Sell |
203,175
-5,430
| -3% | -$472K | 0.08% | 258 |
|
|
2024
Q4 | $16.5M | Buy |
208,605
+15,450
| +8% | +$1.25M | 0.06% | 279 |
|
|
2024
Q3 | $14.8M | Buy |
193,155
+22,920
| +13% | +$1.68M | 0.06% | 276 |
|
|
2024
Q2 | $12M | Buy |
170,235
+17,970
| +12% | +$1.24M | 0.05% | 282 |
|
|
2024
Q1 | $11.5M | Sell |
152,265
-10,020
| -6% | -$701K | 0.05% | 272 |
|
|
2023
Q4 | $10.3M | Buy |
162,285
+14,160
| +10% | +$895K | 0.05% | 262 |
|
|
2023
Q3 | $8.97M | Sell |
148,125
-3,585
| -2% | -$225K | 0.05% | 261 |
|
|
2023
Q2 | $9.66M | Sell |
151,710
-81,900
| -35% | -$5M | 0.05% | 252 |
|
|
2023
Q1 | $13.2M | Sell |
233,610
-60,240
| -21% | -$3.3M | 0.08% | 200 |
|
|
2022
Q4 | $16.5M | Sell |
293,850
-28,815
| -9% | -$1.55M | 0.11% | 171 |
|
|
2022
Q3 | $15.1M | Sell |
322,665
-30,150
| -9% | -$1.41M | 0.11% | 176 |
|
|
2022
Q2 | $14.9M | Buy |
352,815
+25,680
| +8% | +$1.1M | 0.1% | 182 |
|
|
2022
Q1 | $14.9M | Buy |
327,135
+47,580
| +17% | +$2.13M | 0.09% | 192 |
|
|
2021
Q4 | $13.2M | Sell |
279,555
-6,450
| -2% | -$279K | 0.08% | 211 |
|
|
2021
Q3 | $11.7M | Buy |
286,005
+28,965
| +11% | +$1.16M | 0.08% | 215 |
|
|
2021
Q2 | $9.7M | Buy |
257,040
+41,490
| +19% | +$1.49M | 0.06% | 228 |
|
|
2021
Q1 | $7.29M | Buy |
215,550
+44,175
| +26% | +$1.37M | 0.05% | 239 |
|
|
2020
Q4 | $5.17M | Buy |
171,375
+840
| +0.5% | +$25.4K | 0.05% | 239 |
|
|
2020
Q3 | $5.24M | Buy |
170,535
+16,560
| +11% | +$503K | 0.07% | 221 |
|
|
2020
Q2 | $4.33M | Buy |
153,975
+1,545
| +1% | +$40.4K | 0.06% | 227 |
|
|
2020
Q1 | $3.06M | Sell |
152,430
-105
| -0.1% | -$2.68K | 0.05% | 233 |
|
|
2019
Q4 | $4.46M | Buy |
152,535
+28,515
| +23% | +$816K | 0.05% | 225 |
|
|
2019
Q3 | $3.29M | Buy |
124,020
+6,000
| +5% | +$155K | 0.04% | 237 |
|
|
2019
Q2 | $2.91M | Sell |
118,020
-28,545
| -19% | -$723K | 0.03% | 248 |
|
|
2019
Q1 | $3.79M | Sell |
146,565
-44,670
| -23% | -$1.08M | 0.05% | 211 |
|
|
2018
Q4 | $4.39M | Sell |
191,235
-45,870
| -19% | -$1.04M | 0.06% | 187 |
|
|
2018
Q3 | $5.49M | Sell |
237,105
-53,415
| -18% | -$1.14M | 0.06% | 204 |
|
|
2018
Q2 | $5.3M | Sell |
290,520
-34,950
| -11% | -$608K | 0.06% | 205 |
|
|
2018
Q1 | $5.37M | Sell |
325,470
-28,395
| -8% | -$480K | 0.06% | 191 |
|
|
2017
Q4 | $5.67M | Buy |
353,865
+335,865
| +1,866% | +$5M | 0.07% | 166 |
|
|
2017
Q3 | $258K | Sell |
18,000
-6,000
| -25% | -$79.2K | ﹤0.01% | 376 |
|
|
2017
Q2 | $350K | Hold |
24,000
| – | – | ﹤0.01% | 347 |
|
|
2017
Q1 | $432K | Hold |
24,000
| – | – | 0.01% | 320 |
|
|
2016
Q4 | $445K | Hold |
24,000
| – | – | 0.01% | 303 |
|
|
2016
Q3 | $448K | Buy |
24,000
+9,000
| +60% | +$169K | 0.01% | 279 |
|
|
2016
Q2 | $271K | Hold |
15,000
| – | – | ﹤0.01% | 308 |
|
|
2016
Q1 | $274K | Sell |
15,000
-16,500
| -52% | -$282K | 0.01% | 309 |
|
|
2015
Q4 | $532K | Sell |
31,500
-14,250
| -31% | -$247K | 0.01% | 278 |
|
|
2015
Q3 | $763K | Sell |
45,750
-4,500
| -9% | -$72.7K | 0.02% | 262 |
|
|
2015
Q2 | $757K | Buy |
50,250
+18,000
| +56% | +$267K | 0.02% | 276 |
|
|
2015
Q1 | $465K | Sell |
32,250
-1,500
| -4% | -$20.2K | 0.01% | 323 |
|
|
2014
Q4 | $433K | Buy |
33,750
+1,500
| +5% | +$17.6K | 0.02% | 327 |
|
|
2014
Q3 | $323K | Hold |
32,250
| – | – | 0.01% | 372 |
|
|
2014
Q2 | $324K | Hold |
32,250
| – | – | 0.01% | 370 |
|
|
2014
Q1 | $319K | Sell |
32,250
-6,000
| -16% | -$57.2K | 0.02% | 367 |
|
|
2013
Q4 | $328K | Hold |
38,250
| – | – | 0.02% | 348 |
|
|
2013
Q3 | $325K | Buy |
38,250
+3,000
| +9% | +$24.5K | 0.02% | 328 |
|
|
2013
Q2 | $265K | Buy |
+35,250
| New | +$254K | 0.02% | 329 |
|
Other funds holding ORLY
Fuller & Thaler Asset Management's ORLY Position: Q2 2026 in Review
Fuller & Thaler Asset Management increased its O'Reilly Automotive (ORLY) stake by 71% in Q2 2026, buying an estimated $23.5M and bringing the position to 619,954 shares worth $57.1M. The position accounts for 0.16% of the portfolio, ranked #213.
Fuller & Thaler Asset Management first reported a position in ORLY in Q2 2013 and has held it in 53 quarters since. 1,662 funds tracked by Wall St. Rank hold ORLY as of Q2 2026.
- Fuller & Thaler Asset Management held 619,954 shares of O'Reilly Automotive worth $57.1M as of Q2 2026.
- Fuller & Thaler Asset Management bought 257,520 O'Reilly Automotive shares in Q2 2026, an estimated $23.5M.
- O'Reilly Automotive made up 0.16% of Fuller & Thaler Asset Management's portfolio in Q2 2026, its #213 holding.
- Fuller & Thaler Asset Management first reported a position in O'Reilly Automotive in Q2 2013 and has held it in 53 quarters since.
- 1,662 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q2 2026.
Based on Fuller & Thaler Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.