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

Mainsail 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 Q1	$497K	Sell	5,385 -85	-2%	-$7.97K	0.22%	43
2025 Q4	$499K	Buy	5,470 +85	+2%	+$8.3K	0.21%	44
2025 Q3	$581K	Hold	5,385	–	–	0.25%	43
2025 Q2	$485K	Buy	5,385 +15	+0.3%	+$1.37K	0.3%	35
2025 Q1	$513K	Hold	5,370	–	–	0.35%	30
2024 Q4	$425K	Hold	5,370	–	–	0.3%	35
2024 Q3	$412K	Hold	5,370	–	–	0.31%	36
2024 Q2	$378K	Hold	5,370	–	–	0.3%	36
2024 Q1	$404K	Hold	5,370	–	–	0.33%	34
2023 Q4	$340K	Buy	+5,370	New	+$339K	0.32%	31

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

Mainsail Asset Management's ORLY Position: Q1 2026 in Review

Mainsail Asset Management reduced its O'Reilly Automotive (ORLY) stake by 1.6% in Q1 2026, selling an estimated $7.97K and leaving 5,385 shares worth $497K. The position accounts for 0.22% of the portfolio, ranked #43.

Mainsail Asset Management first reported a position in ORLY in Q4 2023 and has held it in 10 quarters since. The position peaked at $581K in Q3 2025. 1,649 funds tracked by Wall St. Rank hold ORLY as of Q1 2026.

Mainsail Asset Management held 5,385 shares of O'Reilly Automotive worth $497K as of Q1 2026.
Mainsail Asset Management sold 85 O'Reilly Automotive shares in Q1 2026, an estimated $7.97K.
O'Reilly Automotive made up 0.22% of Mainsail Asset Management's portfolio in Q1 2026, its #43 holding.
Mainsail Asset Management first reported a position in O'Reilly Automotive in Q4 2023 and has held it in 10 quarters since.
Mainsail Asset Management's O'Reilly Automotive position peaked at $581K in Q3 2025.
1,649 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q1 2026.

Based on Mainsail Asset Management's 13F filing for Q1 2026, filed 13 May 2026.