North Star Investment Management’s O'Reilly Automotive ORLY Stock Holding History

North Star Investment 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	$2.63M	Sell	28,485 -11	-0%	-$1.03K	0.16%	141
2025 Q4	$2.6M	Buy	28,496 +5	+0%	+$488	0.16%	130
2025 Q3	$3.07M	Buy	28,491 +6	+0%	+$603	0.2%	113
2025 Q2	$2.57M	Hold	28,485	–	–	0.18%	126
2025 Q1	$2.72M	Sell	28,485 -4,980	-15%	-$433K	0.2%	121
2024 Q4	$2.65M	Buy	33,465 +150	+0.5%	+$12.1K	0.18%	125
2024 Q3	$2.56M	Hold	33,315	–	–	0.18%	131
2024 Q2	$2.35M	Sell	33,315 -45	-0.1%	-$3.11K	0.17%	139
2024 Q1	$2.51M	Sell	33,360 -4,935	-13%	-$345K	0.18%	137
2023 Q4	$2.43M	Hold	38,295	–	–	0.19%	129
2023 Q3	$2.32M	Sell	38,295 -6,750	-15%	-$423K	0.2%	129
2023 Q2	$2.87M	Hold	45,045	–	–	0.23%	110
2023 Q1	$2.55M	Hold	45,045	–	–	0.21%	118
2022 Q4	$2.53M	Buy	45,045 +45	+0.1%	+$2.42K	0.23%	110
2022 Q3	$2.11M	Hold	45,000	–	–	0.21%	117
2022 Q2	$1.9M	Hold	45,000	–	–	0.17%	140
2022 Q1	$2.06M	Hold	45,000	–	–	0.16%	145
2021 Q4	$2.12M	Hold	45,000	–	–	0.15%	141
2021 Q3	$1.83M	Hold	45,000	–	–	0.15%	150
2021 Q2	$1.7M	Hold	45,000	–	–	0.13%	164
2021 Q1	$1.52M	Hold	45,000	–	–	0.14%	159
2020 Q4	$1.36M	Hold	45,000	–	–	0.14%	163
2020 Q3	$1.38M	Hold	45,000	–	–	0.16%	138
2020 Q2	$1.26M	Hold	45,000	–	–	0.17%	147
2020 Q1	$903K	Hold	45,000	–	–	0.13%	170
2019 Q4	$1.31M	Hold	45,000	–	–	0.14%	175
2019 Q3	$1.2M	Hold	45,000	–	–	0.13%	184
2019 Q2	$1.11M	Hold	45,000	–	–	0.13%	201
2019 Q1	$1.17M	Hold	45,000	–	–	0.14%	189
2018 Q4	$1.03M	Hold	45,000	–	–	0.13%	184
2018 Q3	$1.04M	Hold	45,000	–	–	0.12%	205
2018 Q2	$821K	Hold	45,000	–	–	0.1%	227
2018 Q1	$742K	Hold	45,000	–	–	0.09%	228
2017 Q4	$722K	Hold	45,000	–	–	0.09%	223
2017 Q3	$646K	Hold	45,000	–	–	0.08%	229
2017 Q2	$656K	Hold	45,000	–	–	0.09%	228
2017 Q1	$810K	Hold	45,000	–	–	0.11%	196
2016 Q4	$835K	Hold	45,000	–	–	0.13%	180
2016 Q3	$840K	Hold	45,000	–	–	0.15%	162
2016 Q2	$813K	Hold	45,000	–	–	0.15%	167
2016 Q1	$821K	Hold	45,000	–	–	0.16%	161
2015 Q4	$760K	Hold	45,000	–	–	0.15%	162
2015 Q3	$750K	Hold	45,000	–	–	0.15%	167
2015 Q2	$678K	Hold	45,000	–	–	0.12%	187
2015 Q1	$649K	Hold	45,000	–	–	0.12%	191
2014 Q4	$578K	Hold	45,000	–	–	0.11%	190
2014 Q3	$451K	Hold	45,000	–	–	0.09%	208
2014 Q2	$452K	Hold	45,000	–	–	0.09%	208
2014 Q1	$445K	Buy	45,000 +15,000	+50%	+$143K	0.09%	206
2013 Q4	$257K	Hold	30,000	–	–	0.06%	263
2013 Q3	$255K	Hold	30,000	–	–	0.07%	238
2013 Q2	$225K	Buy	+30,000	New	+$216K	0.06%	256

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

North Star Investment Management's ORLY Position: Q1 2026 in Review

North Star Investment Management reduced its O'Reilly Automotive (ORLY) stake by 0.04% in Q1 2026, selling an estimated $1.03K and leaving 28,485 shares worth $2.63M. The position accounts for 0.16% of the portfolio, ranked #141.

North Star Investment Management first reported a position in ORLY in Q2 2013 and has held it in 52 quarters since. The position peaked at $3.07M in Q3 2025. 1,649 funds tracked by Wall St. Rank hold ORLY as of Q1 2026.

North Star Investment Management held 28,485 shares of O'Reilly Automotive worth $2.63M as of Q1 2026.
North Star Investment Management sold 11 O'Reilly Automotive shares in Q1 2026, an estimated $1.03K.
O'Reilly Automotive made up 0.16% of North Star Investment Management's portfolio in Q1 2026, its #141 holding.
North Star Investment Management first reported a position in O'Reilly Automotive in Q2 2013 and has held it in 52 quarters since.
North Star Investment Management's O'Reilly Automotive position peaked at $3.07M in Q3 2025.
1,649 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q1 2026.

Based on North Star Investment Management's 13F filing for Q1 2026, filed 23 Apr 2026.