Oarsman Capital’s O'Reilly Automotive ORLY Stock Holding History

Oarsman Capital’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	$3.05M	Sell	33,089 -685	-2%	-$62.5K	0.32%	51
2026 Q1	$3.12M	Buy	33,774 +1,334	+4%	+$125K	0.39%	45
2025 Q4	$2.96M	Buy	32,440 +1,514	+5%	+$148K	0.38%	43
2025 Q3	$3.33M	Buy	30,926 +6,033	+24%	+$606K	0.47%	39
2025 Q2	$2.24M	Buy	24,893 +6,683	+37%	+$609K	0.35%	54
2025 Q1	$1.74M	Buy	18,210 +12,030	+195%	+$1.05M	0.31%	69
2024 Q4	$489K	Buy	6,180 +15	+0.2%	+$1.21K	0.09%	134
2024 Q3	$473K	Sell	6,165 -315	-5%	-$23.1K	0.09%	137
2024 Q2	$456K	Hold	6,480	–	–	0.1%	133
2024 Q1	$488K	Buy	6,480 +150	+2%	+$10.5K	0.12%	126
2023 Q4	$401K	Buy	6,330 +1,335	+27%	+$84.4K	0.11%	145
2023 Q3	$303K	Buy	+4,995	New	+$313K	0.13%	136

Other funds holding ORLY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Oarsman Capital's ORLY Position: Q2 2026 in Review

Oarsman Capital reduced its O'Reilly Automotive (ORLY) stake by 2% in Q2 2026, selling an estimated $62.5K and leaving 33,089 shares worth $3.05M. The position accounts for 0.32% of the portfolio, ranked #51.

Oarsman Capital first reported a position in ORLY in Q3 2023 and has held it in 12 quarters since. The position peaked at $3.33M in Q3 2025. 1,658 funds tracked by Wall St. Rank hold ORLY as of Q2 2026.

Oarsman Capital held 33,089 shares of O'Reilly Automotive worth $3.05M as of Q2 2026.
Oarsman Capital sold 685 O'Reilly Automotive shares in Q2 2026, an estimated $62.5K.
O'Reilly Automotive made up 0.32% of Oarsman Capital's portfolio in Q2 2026, its #51 holding.
Oarsman Capital first reported a position in O'Reilly Automotive in Q3 2023 and has held it in 12 quarters since.
Oarsman Capital's O'Reilly Automotive position peaked at $3.33M in Q3 2025.
1,658 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q2 2026.

Based on Oarsman Capital's 13F filing for Q2 2026, filed 7 Aug 2026.