Geneva Partners’s O'Reilly Automotive ORLY Stock Holding History

Geneva Partners’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	$3.49M	Sell	37,858 -8,740	-19%	-$820K	1.68%	23
2025 Q4	$4.25M	Sell	46,598 -10,356	-18%	-$1.01M	1.51%	22
2025 Q3	$6.14M	Sell	56,954 -60	-0.1%	-$6.03K	2.24%	18
2025 Q2	$5.14M	Buy	57,014 +74	+0.1%	+$6.75K	2.04%	19
2025 Q1	$5.44M	Buy	56,940 +480	+0.9%	+$41.8K	2.8%	13
2024 Q4	$4.46M	Sell	56,460 -255	-0.4%	-$20.6K	1.81%	21
2024 Q3	$4.35M	Buy	56,715 +75	+0.1%	+$5.51K	1.89%	19
2024 Q2	$3.99M	Sell	56,640 -4,785	-8%	-$331K	1.64%	24
2024 Q1	$4.62M	Buy	61,425 +1,455	+2%	+$102K	2.04%	19
2023 Q4	$3.8M	Buy	59,970 +55,665	+1,293%	+$3.52M	2.1%	20
2023 Q3	$261K	Buy	+4,305	New	+$270K	0.17%	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

Geneva Partners's ORLY Position: Q1 2026 in Review

Geneva Partners reduced its O'Reilly Automotive (ORLY) stake by 19% in Q1 2026, selling an estimated $820K and leaving 37,858 shares worth $3.49M. The position accounts for 1.68% of the portfolio, ranked #23.

Geneva Partners first reported a position in ORLY in Q3 2023 and has held it in 11 quarters since. The position peaked at $6.14M in Q3 2025. 1,651 funds tracked by Wall St. Rank hold ORLY as of Q1 2026.

Geneva Partners held 37,858 shares of O'Reilly Automotive worth $3.49M as of Q1 2026.
Geneva Partners sold 8,740 O'Reilly Automotive shares in Q1 2026, an estimated $820K.
O'Reilly Automotive made up 1.68% of Geneva Partners's portfolio in Q1 2026, its #23 holding.
Geneva Partners first reported a position in O'Reilly Automotive in Q3 2023 and has held it in 11 quarters since.
Geneva Partners's O'Reilly Automotive position peaked at $6.14M in Q3 2025.
1,651 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q1 2026.

Based on Geneva Partners's 13F filing for Q1 2026, filed 29 Apr 2026.