Geneva Capital 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 | $35.4M | Sell |
384,205
-28,394
| -7% | -$2.59M | 0.81% | 45 |
|
|
2026
Q1 | $38.1M | Sell |
412,599
-22,235
| -5% | -$2.09M | 0.81% | 42 |
|
|
2025
Q4 | $39.7M | Sell |
434,834
-7,489
| -2% | -$732K | 0.75% | 47 |
|
|
2025
Q3 | $47.7M | Sell |
442,323
-22,699
| -5% | -$2.28M | 0.82% | 48 |
|
|
2025
Q2 | $41.9M | Sell |
465,022
-4,073
| -0.9% | -$371K | 0.7% | 50 |
|
|
2025
Q1 | $44.8M | Sell |
469,095
-70,335
| -13% | -$6.12M | 0.84% | 41 |
|
|
2024
Q4 | $42.6M | Sell |
539,430
-64,935
| -11% | -$5.24M | 0.74% | 46 |
|
|
2024
Q3 | $46.4M | Sell |
604,365
-60,960
| -9% | -$4.48M | 0.77% | 44 |
|
|
2024
Q2 | $46.8M | Sell |
665,325
-54,390
| -8% | -$3.76M | 0.85% | 41 |
|
|
2024
Q1 | $54.2M | Sell |
719,715
-195
| -0% | -$13.6K | 0.95% | 40 |
|
|
2023
Q4 | $45.6M | Sell |
719,910
-25,890
| -3% | -$1.64M | 0.86% | 44 |
|
|
2023
Q3 | $45.2M | Sell |
745,800
-4,965
| -0.7% | -$311K | 0.95% | 35 |
|
|
2023
Q2 | $47.8M | Sell |
750,765
-82,155
| -10% | -$5.02M | 0.94% | 40 |
|
|
2023
Q1 | $47.1M | Sell |
832,920
-10,485
| -1% | -$574K | 0.96% | 39 |
|
|
2022
Q4 | $47.5M | Sell |
843,405
-143,820
| -15% | -$7.73M | 1.07% | 34 |
|
|
2022
Q3 | $46.3M | Sell |
987,225
-23,175
| -2% | -$1.08M | 1.07% | 34 |
|
|
2022
Q2 | $42.6M | Sell |
1,010,400
-17,610
| -2% | -$758K | 0.98% | 40 |
|
|
2022
Q1 | $46.9M | Sell |
1,028,010
-52,380
| -5% | -$2.34M | 0.91% | 43 |
|
|
2021
Q4 | $50.9M | Sell |
1,080,390
-38,535
| -3% | -$1.67M | 0.82% | 50 |
|
|
2021
Q3 | $45.6M | Sell |
1,118,925
-64,410
| -5% | -$2.58M | 0.77% | 56 |
|
|
2021
Q2 | $44.7M | Sell |
1,183,335
-59,955
| -5% | -$2.15M | 0.73% | 63 |
|
|
2021
Q1 | $42M | Sell |
1,243,290
-67,545
| -5% | -$2.09M | 0.72% | 60 |
|
|
2020
Q4 | $39.5M | Sell |
1,310,835
-161,310
| -11% | -$4.87M | 0.67% | 62 |
|
|
2020
Q3 | $45.3M | Buy |
1,472,145
+9,015
| +0.6% | +$274K | 0.93% | 46 |
|
|
2020
Q2 | $41.1M | Sell |
1,463,130
-32,865
| -2% | -$859K | 0.89% | 50 |
|
|
2020
Q1 | $30M | Buy |
+1,495,995
| New | +$38.2M | 0.85% | 54 |
|
|
2014
Q3 | $72.8M | Sell |
7,259,025
-1,749,150
| -19% | -$17.9M | 2.13% | 3 |
|
|
2014
Q2 | $90.4M | Sell |
9,008,175
-541,695
| -6% | -$5.34M | 2.22% | 1 |
|
|
2014
Q1 | $94.5M | Sell |
9,549,870
-194,025
| -2% | -$1.85M | 2.21% | 1 |
|
|
2013
Q4 | $83.6M | Sell |
9,743,895
-184,725
| -2% | -$1.56M | 1.89% | 8 |
|
|
2013
Q3 | $84.5M | Sell |
9,928,620
-4,203,090
| -30% | -$34.4M | 2.01% | 5 |
|
|
2013
Q2 | $106M | Buy |
+14,131,710
| New | +$102M | 2.12% | 5 |
|
Other funds holding ORLY
Geneva Capital Management's ORLY Position: Q2 2026 in Review
Geneva Capital Management reduced its O'Reilly Automotive (ORLY) stake by 6.9% in Q2 2026, selling an estimated $2.59M and leaving 384,205 shares worth $35.4M. The position accounts for 0.81% of the portfolio, ranked #45.
Geneva Capital Management first reported a position in ORLY in Q2 2013 and has held it in 32 quarters since. The position peaked at $106M in Q2 2013. 1,660 funds tracked by Wall St. Rank hold ORLY as of Q2 2026.
- Geneva Capital Management held 384,205 shares of O'Reilly Automotive worth $35.4M as of Q2 2026.
- Geneva Capital Management sold 28,394 O'Reilly Automotive shares in Q2 2026, an estimated $2.59M.
- O'Reilly Automotive made up 0.81% of Geneva Capital Management's portfolio in Q2 2026, its #45 holding.
- Geneva Capital Management first reported a position in O'Reilly Automotive in Q2 2013 and has held it in 32 quarters since.
- Geneva Capital Management's O'Reilly Automotive position peaked at $106M in Q2 2013.
- 1,660 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q2 2026.
Based on Geneva Capital Management's 13F filing for Q2 2026, filed 6 Aug 2026.