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Oak Thistle LLC’s O'Reilly Automotive ORLY Stock Holding History

Oak Thistle LLC’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
Q2 		$3.2M Buy
+34,733
New +$3.17M 0.31% 99
2026
Q1 		– Sell
-29,509
Closed -$2.69M – 593
2025
Q4 		$2.69M Buy
+29,509
New +$2.88M 0.37% 48
2025
Q1 		– Sell
-36,195
Closed -$2.86M – 527
2024
Q4 		$2.86M Buy
36,195
+20,835
+136% +$1.68M 0.85% 7
2024
Q3 		$1.18M Buy
+15,360
New +$1.13M 0.38% 78
2024
Q2 		– Sell
-5,685
Closed -$428K – 409
2024
Q1 		$428K Sell
5,685
-30,405
-84% -$2.13M 0.38% 96
2023
Q4 		$2.29M Buy
36,090
+26,355
+271% +$1.67M 0.66% 12
2023
Q3 		$590K Buy
+9,735
New +$611K 0.17% 247

Other funds holding ORLY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Oak Thistle LLC's ORLY Position: Q2 2026 in Review

Oak Thistle LLC opened a new position in O'Reilly Automotive (ORLY) in Q2 2026: 34,733 shares worth $3.2M. The stake represents 0.31% of the portfolio and ranks #99 among its holdings. This is a return to the name: Oak Thistle LLC previously reported a position in ORLY as recently as Q4 2025.

Oak Thistle LLC first reported a position in ORLY in Q3 2023 and has held it in 7 quarters since. 1,658 funds tracked by Wall St. Rank hold ORLY as of Q2 2026.

  • Oak Thistle LLC held 34,733 shares of O'Reilly Automotive worth $3.2M as of Q2 2026.
  • O'Reilly Automotive was a new Oak Thistle LLC position in Q2 2026.
  • O'Reilly Automotive made up 0.31% of Oak Thistle LLC's portfolio in Q2 2026, its #99 holding.
  • Oak Thistle LLC first reported a position in O'Reilly Automotive in Q3 2023 and has held it in 7 quarters since.
  • 1,658 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q2 2026.

Based on Oak Thistle LLC's 13F filing for Q2 2026, filed 21 Jul 2026.