One Madison Group’s O'Reilly Automotive ORLY Stock Holding History

One Madison Group’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	$1.84M	Sell	20,000 -200,000	-91%	-$18.2M	0.18%	27
2026 Q1	$20.3M	Buy	220,000 +60,000	+38%	+$5.63M	2.35%	21
2025 Q4	$14.6M	Buy	160,000 +20,000	+14%	+$1.95M	1.68%	24
2025 Q3	$15.1M	Sell	140,000 -40,000	-22%	-$4.02M	1.65%	24
2025 Q2	$16.2M	Sell	180,000 -30,000	-14%	-$2.74M	1.71%	22
2025 Q1	$20.1M	Buy	210,000 +45,000	+27%	+$3.91M	2.62%	18
2024 Q4	$13M	Buy	+165,000	New	+$13.3M	1.49%	26

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

One Madison Group's ORLY Position: Q2 2026 in Review

One Madison Group reduced its O'Reilly Automotive (ORLY) stake by 91% in Q2 2026, selling an estimated $18.2M and leaving 20,000 shares worth $1.84M. The position accounts for 0.18% of the portfolio, ranked #27.

One Madison Group first reported a position in ORLY in Q4 2024 and has held it in 7 quarters since. The position peaked at $20.3M in Q1 2026. 1,656 funds tracked by Wall St. Rank hold ORLY as of Q2 2026.

One Madison Group held 20,000 shares of O'Reilly Automotive worth $1.84M as of Q2 2026.
One Madison Group sold 200,000 O'Reilly Automotive shares in Q2 2026, an estimated $18.2M.
O'Reilly Automotive made up 0.18% of One Madison Group's portfolio in Q2 2026, its #27 holding.
One Madison Group first reported a position in O'Reilly Automotive in Q4 2024 and has held it in 7 quarters since.
One Madison Group's O'Reilly Automotive position peaked at $20.3M in Q1 2026.
1,656 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q2 2026.

Based on One Madison Group's 13F filing for Q2 2026, filed 14 Aug 2026.