Michael Gelband’s O'Reilly Automotive ORLY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $78M | Buy |
846,758
+797,100
| +1,605% | +$72.7M | 0.5% | 21 |
|
|
2026
Q1 | $4.58M | Sell |
49,658
-184,186
| -79% | -$17.3M | 0.04% | 468 |
|
|
2025
Q4 | $21.3M | Buy |
233,844
+185,135
| +380% | +$18.1M | 0.17% | 98 |
|
|
2025
Q3 | $5.25M | Sell |
48,709
-73,522
| -60% | -$7.39M | 0.05% | 394 |
|
|
2025
Q2 | $11M | Buy |
122,231
+119,801
| +4,930% | +$10.9M | 0.1% | 205 |
|
|
2025
Q1 | $232K | Sell |
2,430
-364,560
| -99% | -$31.7M | ﹤0.01% | 1273 |
|
|
2024
Q4 | $29M | Buy |
+366,990
| New | +$29.6M | 0.2% | 82 |
|
|
2024
Q3 | – | Sell |
-45,540
| Closed | -$3.21M | – | 1970 |
|
|
2024
Q2 | $3.21M | Buy |
+45,540
| New | +$3.15M | 0.02% | 600 |
|
|
2023
Q4 | – | Sell |
-319,680
| Closed | -$19.4M | – | 1902 |
|
|
2023
Q3 | $19.4M | Buy |
319,680
+256,575
| +407% | +$16.1M | 0.19% | 102 |
|
|
2023
Q2 | $4.02M | Buy |
+63,105
| New | +$3.85M | 0.03% | 533 |
|
|
2023
Q1 | – | Sell |
-9,465
| Closed | -$533K | – | 2034 |
|
|
2022
Q4 | $533K | Sell |
9,465
-100,740
| -91% | -$5.42M | 0.01% | 1147 |
|
|
2022
Q3 | $5.17M | Buy |
110,205
+92,910
| +537% | +$4.33M | 0.07% | 390 |
|
|
2022
Q2 | $728K | Sell |
17,295
-332,970
| -95% | -$14.3M | 0.01% | 1216 |
|
|
2022
Q1 | $16M | Buy |
350,265
+143,415
| +69% | +$6.41M | 0.2% | 94 |
|
|
2021
Q4 | $9.74M | Buy |
206,850
+37,380
| +22% | +$1.62M | 0.1% | 227 |
|
|
2021
Q3 | $6.9M | Buy |
169,470
+106,140
| +168% | +$4.25M | 0.09% | 293 |
|
|
2021
Q2 | $2.39M | Sell |
63,330
-419,040
| -87% | -$15M | 0.03% | 599 |
|
|
2021
Q1 | $16.3M | Buy |
482,370
+438,480
| +999% | +$13.6M | 0.24% | 65 |
|
|
2020
Q4 | $1.32M | Buy |
+43,890
| New | +$1.32M | 0.01% | 718 |
|
|
2020
Q3 | – | Sell |
-55,515
| Closed | -$1.56M | – | 2105 |
|
|
2020
Q2 | $1.56M | Sell |
55,515
-282,300
| -84% | -$7.38M | 0.04% | 529 |
|
|
2020
Q1 | $6.78M | Sell |
337,815
-196,080
| -37% | -$5.01M | 0.37% | 44 |
|
|
2019
Q4 | $15.6M | Buy |
533,895
+446,685
| +512% | +$12.8M | 0.29% | 49 |
|
|
2019
Q3 | $2.32M | Buy |
87,210
+75,990
| +677% | +$1.96M | 0.08% | 220 |
|
|
2019
Q2 | $276K | Sell |
11,220
-37,785
| -77% | -$957K | 0.01% | 743 |
|
|
2019
Q1 | $1.27M | Buy |
+49,005
| New | +$1.19M | 0.09% | 151 |
|
Other funds holding ORLY
Michael Gelband's ORLY Position: Q2 2026 in Review
Michael Gelband increased its O'Reilly Automotive (ORLY) stake by 1,605% in Q2 2026, buying an estimated $72.7M and bringing the position to 846,758 shares worth $78M. The position accounts for 0.5% of the portfolio, ranked #21.
Michael Gelband first reported a position in ORLY in Q1 2019 and has held it in 25 quarters since. 1,656 funds tracked by Wall St. Rank hold ORLY as of Q2 2026.
- Michael Gelband held 846,758 shares of O'Reilly Automotive worth $78M as of Q2 2026.
- Michael Gelband bought 797,100 O'Reilly Automotive shares in Q2 2026, an estimated $72.7M.
- O'Reilly Automotive made up 0.5% of Michael Gelband's portfolio in Q2 2026, its #21 holding.
- Michael Gelband first reported a position in O'Reilly Automotive in Q1 2019 and has held it in 25 quarters since.
- 1,656 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q2 2026.
Based on ExodusPoint Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.