Griffin Asset Management’s O'Reilly Automotive ORLY Stock Holding History

Griffin Asset 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	$2.35M	Sell	25,525 -425	-2%	-$38.8K	0.25%	92
2026 Q1	$2.4M	Buy	25,950 +765	+3%	+$71.7K	0.27%	88
2025 Q4	$2.3M	Buy	25,185 +9,005	+56%	+$880K	0.25%	93
2025 Q3	$1.74M	Buy	16,180 +195	+1%	+$19.6K	0.2%	104
2025 Q2	$1.44M	Buy	+15,985	New	+$1.46M	0.17%	115
2019 Q3	–	Sell	-90	Closed	-$2K	–	398
2019 Q2	$2K	Buy	+90	New	+$2.28K	﹤0.01%	533

Other funds holding ORLY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return

Griffin Asset Management's ORLY Position: Q2 2026 in Review

Griffin Asset Management reduced its O'Reilly Automotive (ORLY) stake by 1.6% in Q2 2026, selling an estimated $38.8K and leaving 25,525 shares worth $2.35M. The position accounts for 0.25% of the portfolio, ranked #92.

Griffin Asset Management first reported a position in ORLY in Q2 2019 and has held it in 6 quarters since. The position peaked at $2.4M in Q1 2026. 1,658 funds tracked by Wall St. Rank hold ORLY as of Q2 2026.

Griffin Asset Management held 25,525 shares of O'Reilly Automotive worth $2.35M as of Q2 2026.
Griffin Asset Management sold 425 O'Reilly Automotive shares in Q2 2026, an estimated $38.8K.
O'Reilly Automotive made up 0.25% of Griffin Asset Management's portfolio in Q2 2026, its #92 holding.
Griffin Asset Management first reported a position in O'Reilly Automotive in Q2 2019 and has held it in 6 quarters since.
Griffin Asset Management's O'Reilly Automotive position peaked at $2.4M in Q1 2026.
1,658 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q2 2026.

Based on Griffin Asset Management's 13F filing for Q2 2026, filed 23 Jul 2026.