Naples Global Advisors’s O'Reilly Automotive ORLY Stock Holding History

Naples Global Advisors’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	$640K	Sell	6,935 -55	-0.8%	-$5.16K	0.05%	290
2025 Q4	$638K	Sell	6,990 -60	-0.9%	-$5.86K	0.05%	290
2025 Q3	$760K	Buy	7,050 +2,760	+64%	+$277K	0.06%	268
2025 Q2	$387K	Sell	4,290 -300	-7%	-$27.4K	0.03%	336
2025 Q1	$438K	Hold	4,590	–	–	0.04%	316
2024 Q4	$363K	Hold	4,590	–	–	0.03%	327
2024 Q3	$352K	Sell	4,590 -240	-5%	-$17.6K	0.03%	333
2024 Q2	$340K	Hold	4,830	–	–	0.03%	328
2024 Q1	$364K	Hold	4,830	–	–	0.04%	324
2023 Q4	$306K	Hold	4,830	–	–	0.03%	342
2023 Q3	$293K	Buy	4,830 +300	+7%	+$18.8K	0.04%	339
2023 Q2	$289K	Buy	4,530 +270	+6%	+$16.5K	0.03%	346
2023 Q1	$241K	Hold	4,260	–	–	0.03%	360
2022 Q4	$240K	Hold	4,260	–	–	0.03%	357
2022 Q3	$200K	Buy	+4,260	New	+$199K	0.03%	360

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

Naples Global Advisors's ORLY Position: Q1 2026 in Review

Naples Global Advisors reduced its O'Reilly Automotive (ORLY) stake by 0.79% in Q1 2026, selling an estimated $5.16K and leaving 6,935 shares worth $640K. The position accounts for 0.05% of the portfolio, ranked #290.

Naples Global Advisors first reported a position in ORLY in Q3 2022 and has held it in 15 quarters since. The position peaked at $760K in Q3 2025. 1,649 funds tracked by Wall St. Rank hold ORLY as of Q1 2026.

Naples Global Advisors held 6,935 shares of O'Reilly Automotive worth $640K as of Q1 2026.
Naples Global Advisors sold 55 O'Reilly Automotive shares in Q1 2026, an estimated $5.16K.
O'Reilly Automotive made up 0.05% of Naples Global Advisors's portfolio in Q1 2026, its #290 holding.
Naples Global Advisors first reported a position in O'Reilly Automotive in Q3 2022 and has held it in 15 quarters since.
Naples Global Advisors's O'Reilly Automotive position peaked at $760K in Q3 2025.
1,649 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q1 2026.

Based on Naples Global Advisors's 13F filing for Q1 2026, filed 20 Apr 2026.