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Ironvine Capital Partners’s O'Reilly Automotive ORLY Stock Holding History

Ironvine Capital 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
Q2 		$25.3M Buy
274,802
+22,293
+9% +$2.03M 2.36% 18
2026
Q1 		$23.3M Sell
252,509
-100
-0% -$9.38K 2.56% 17
2025
Q4 		$23M Buy
252,609
+188
+0.1% +$18.4K 2.31% 18
2025
Q3 		$27.2M Sell
252,421
-536
-0.2% -$53.9K 2.71% 16
2025
Q2 		$22.8M Buy
252,957
+1,092
+0.4% +$99.6K 2.36% 17
2025
Q1 		$24.1M Buy
251,865
+120
+0% +$10.4K 2.61% 17
2024
Q4 		$19.9M Sell
251,745
-60
-0% -$4.84K 2.13% 20
2024
Q3 		$19.3M Buy
251,805
+585
+0.2% +$43K 2.08% 19
2024
Q2 		$17.7M Buy
251,220
+3,105
+1% +$215K 1.94% 21
2024
Q1 		$18.7M Buy
248,115
+222,450
+867% +$15.6M 2.05% 21
2023
Q4 		$1.63M Buy
+25,665
New +$1.62M 0.2% 32

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

Ironvine Capital Partners's ORLY Position: Q2 2026 in Review

Ironvine Capital Partners increased its O'Reilly Automotive (ORLY) stake by 8.8% in Q2 2026, buying an estimated $2.03M and bringing the position to 274,802 shares worth $25.3M. The position accounts for 2.36% of the portfolio, ranked #18.

Ironvine Capital Partners first reported a position in ORLY in Q4 2023 and has held it in 11 quarters since. The position peaked at $27.2M in Q3 2025. 1,664 funds tracked by Wall St. Rank hold ORLY as of Q2 2026.

  • Ironvine Capital Partners held 274,802 shares of O'Reilly Automotive worth $25.3M as of Q2 2026.
  • Ironvine Capital Partners bought 22,293 O'Reilly Automotive shares in Q2 2026, an estimated $2.03M.
  • O'Reilly Automotive made up 2.36% of Ironvine Capital Partners's portfolio in Q2 2026, its #18 holding.
  • Ironvine Capital Partners first reported a position in O'Reilly Automotive in Q4 2023 and has held it in 11 quarters since.
  • Ironvine Capital Partners's O'Reilly Automotive position peaked at $27.2M in Q3 2025.
  • 1,664 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q2 2026.

Based on Ironvine Capital Partners's 13F filing for Q2 2026, filed 10 Aug 2026.