National Bank of Canada
ORLY icon

National Bank of Canada’s O'Reilly Automotive ORLY Stock Holding History

National Bank of Canada’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 		$95.1M Buy
1,030,261
+150,703
+17% +$14.1M 0.09% 188
2025
Q4 		$80.2M Sell
879,558
-40,027
-4% -$3.91M 0.07% 226
2025
Q3 		$99.1M Buy
919,585
+80,129
+10% +$8.05M 0.1% 177
2025
Q2 		$75.7M Buy
839,456
+37,166
+5% +$3.39M 0.07% 225
2025
Q1 		$76.6M Buy
802,290
+13,050
+2% +$1.14M 0.08% 229
2024
Q4 		$62.4M Buy
789,240
+144,570
+22% +$11.7M 0.07% 263
2024
Q3 		$49.5M Buy
644,670
+69,060
+12% +$5.07M 0.06% 293
2024
Q2 		$39M Sell
575,610
-137,835
-19% -$9.53M 0.05% 260
2024
Q1 		$48.5M Sell
713,445
-469,740
-40% -$32.9M 0.07% 236
2023
Q4 		$74.5M Buy
1,183,185
+552,525
+88% +$34.9M 0.12% 159
2023
Q3 		$37.8M Buy
630,660
+116,430
+23% +$7.3M 0.06% 284
2023
Q2 		$32.5M Buy
514,230
+279,495
+119% +$17.1M 0.06% 258
2023
Q1 		$13.3M Sell
234,735
-304,275
-56% -$16.7M 0.03% 365
2022
Q4 		$30.3M Buy
539,010
+503,925
+1,436% +$27.1M 0.08% 216
2022
Q3 		$1.67M Sell
35,085
-4,245
-11% -$198K 0.01% 824
2022
Q2 		$1.66M Sell
39,330
-113,175
-74% -$4.87M 0.01% 846
2022
Q1 		$7.5M Sell
152,505
-190,530
-56% -$8.51M 0.02% 507
2021
Q4 		$16.1M Buy
+343,035
New +$14.8M 0.06% 276

Other funds holding ORLY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

National Bank of Canada's ORLY Position: Q1 2026 in Review

National Bank of Canada increased its O'Reilly Automotive (ORLY) stake by 17% in Q1 2026, buying an estimated $14.1M and bringing the position to 1,030,261 shares worth $95.1M. The position accounts for 0.09% of the portfolio, ranked #188.

National Bank of Canada first reported a position in ORLY in Q4 2021 and has held it in 18 quarters since. The position peaked at $99.1M in Q3 2025. 1,651 funds tracked by Wall St. Rank hold ORLY as of Q1 2026.

  • National Bank of Canada held 1,030,261 shares of O'Reilly Automotive worth $95.1M as of Q1 2026.
  • National Bank of Canada bought 150,703 O'Reilly Automotive shares in Q1 2026, an estimated $14.1M.
  • O'Reilly Automotive made up 0.09% of National Bank of Canada's portfolio in Q1 2026, its #188 holding.
  • National Bank of Canada first reported a position in O'Reilly Automotive in Q4 2021 and has held it in 18 quarters since.
  • National Bank of Canada's O'Reilly Automotive position peaked at $99.1M in Q3 2025.
  • 1,651 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q1 2026.

Based on National Bank of Canada's 13F filing for Q1 2026, filed 15 May 2026.