Jefferies Financial Group’s O'Reilly Automotive ORLY Stock Holding History

Jefferies Financial Group’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	$1.19M	Sell	12,920 -29,927	-70%	-$2.81M	0.01%	854
2025 Q4	$3.91M	Buy	+42,847	New	+$4.19M	0.02%	558
2025 Q1	–	Sell	-15,375	Closed	-$1.22M	–	1903
2024 Q4	$1.22M	Sell	15,375 -31,440	-67%	-$2.54M	0.01%	819
2024 Q3	$3.59M	Buy	46,815 +40,290	+617%	+$2.96M	0.03%	399
2024 Q2	$459K	Buy	6,525 +330	+5%	+$22.8K	﹤0.01%	992
2024 Q1	$466K	Sell	6,195 -8,805	-59%	-$616K	﹤0.01%	1080
2023 Q4	$950K	Buy	+15,000	New	+$948K	0.01%	982
2023 Q3	–	Sell	-22,500	Closed	-$1.43M	–	1889
2023 Q2	$1.43M	Sell	22,500 -138,240	-86%	-$8.44M	0.01%	780
2023 Q1	$9.1M	Buy	160,740 +135,480	+536%	+$7.42M	0.07%	229
2022 Q4	$1.42M	Buy	+25,260	New	+$1.36M	0.01%	774
2018 Q1	–	Sell	-31,455	Closed	-$504K	–	110
2017 Q4	$504K	Buy	+31,455	New	+$468K	0.04%	65

Other funds holding ORLY

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $204B AUM 27.99% 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

Jefferies Financial Group's ORLY Position: Q1 2026 in Review

Jefferies Financial Group reduced its O'Reilly Automotive (ORLY) stake by 70% in Q1 2026, selling an estimated $2.81M and leaving 12,920 shares worth $1.19M. The position accounts for 0.01% of the portfolio, ranked #854.

Jefferies Financial Group first reported a position in ORLY in Q4 2017 and has held it in 11 quarters since. The position peaked at $9.1M in Q1 2023. 1,653 funds tracked by Wall St. Rank hold ORLY as of Q1 2026.

Jefferies Financial Group held 12,920 shares of O'Reilly Automotive worth $1.19M as of Q1 2026.
Jefferies Financial Group sold 29,927 O'Reilly Automotive shares in Q1 2026, an estimated $2.81M.
O'Reilly Automotive made up 0.01% of Jefferies Financial Group's portfolio in Q1 2026, its #854 holding.
Jefferies Financial Group first reported a position in O'Reilly Automotive in Q4 2017 and has held it in 11 quarters since.
Jefferies Financial Group's O'Reilly Automotive position peaked at $9.1M in Q1 2023.
1,653 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q1 2026.

Based on Jefferies Financial Group's 13F filing for Q1 2026, filed 8 May 2026.