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GF Fund Management’s O'Reilly Automotive ORLY Stock Holding History

GF Fund Management’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
Q2 		$15.4M Sell
167,359
-5,621
-3% -$513K 0.18% 73
2026
Q1 		$16M Sell
172,980
-5,070
-3% -$476K 0.27% 66
2025
Q4 		$16.2M Buy
178,050
+7,798
+5% +$762K 0.28% 64
2025
Q3 		$18.4M Hold
170,252
– – 0.33% 58
2025
Q2 		$15.3M Buy
170,252
+2,222
+1% +$203K 0.31% 67
2025
Q1 		$16M Buy
168,030
+3,915
+2% +$341K 0.38% 59
2024
Q4 		$13M Buy
+164,115
New +$13.2M 0.28% 64

Other funds holding ORLY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

GF Fund Management's ORLY Position: Q2 2026 in Review

GF Fund Management reduced its O'Reilly Automotive (ORLY) stake by 3.2% in Q2 2026, selling an estimated $513K and leaving 167,359 shares worth $15.4M. The position accounts for 0.18% of the portfolio, ranked #73.

GF Fund Management first reported a position in ORLY in Q4 2024 and has held it in 7 quarters since. The position peaked at $18.4M in Q3 2025. 1,662 funds tracked by Wall St. Rank hold ORLY as of Q2 2026.

  • GF Fund Management held 167,359 shares of O'Reilly Automotive worth $15.4M as of Q2 2026.
  • GF Fund Management sold 5,621 O'Reilly Automotive shares in Q2 2026, an estimated $513K.
  • O'Reilly Automotive made up 0.18% of GF Fund Management's portfolio in Q2 2026, its #73 holding.
  • GF Fund Management first reported a position in O'Reilly Automotive in Q4 2024 and has held it in 7 quarters since.
  • GF Fund Management's O'Reilly Automotive position peaked at $18.4M in Q3 2025.
  • 1,662 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q2 2026.

Based on GF Fund Management's 13F filing for Q2 2026, filed 7 Aug 2026.