Palisade Capital Management’s O'Reilly Automotive ORLY Stock Holding History

Palisade Capital 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	$8.02M	Buy	86,882 +5,134	+6%	+$482K	0.27%	111
2025 Q4	$7.46M	Sell	81,748 -1,174	-1%	-$115K	0.22%	120
2025 Q3	$8.94M	Sell	82,922 -5,600	-6%	-$563K	0.24%	117
2025 Q2	$7.98M	Sell	88,522 -40,508	-31%	-$3.69M	0.23%	120
2025 Q1	$12.3M	Sell	129,030 -2,085	-2%	-$181K	0.35%	97
2024 Q4	$10.4M	Buy	131,115 +600	+0.5%	+$48.4K	0.28%	109
2024 Q3	$10M	Sell	130,515 -615	-0.5%	-$45.2K	0.27%	113
2024 Q2	$9.23M	Sell	131,130 -2,235	-2%	-$155K	0.25%	112
2024 Q1	$10M	Buy	133,365 +46,845	+54%	+$3.28M	0.26%	111
2023 Q4	$5.48M	Buy	+86,520	New	+$5.47M	0.15%	163
2016 Q4	–	Sell	-25,140	Closed	-$469K	–	513
2016 Q3	$469K	Buy	+25,140	New	+$471K	0.02%	492

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

Palisade Capital Management's ORLY Position: Q1 2026 in Review

Palisade Capital Management increased its O'Reilly Automotive (ORLY) stake by 6.3% in Q1 2026, buying an estimated $482K and bringing the position to 86,882 shares worth $8.02M. The position accounts for 0.27% of the portfolio, ranked #111.

Palisade Capital Management first reported a position in ORLY in Q3 2016 and has held it in 11 quarters since. The position peaked at $12.3M in Q1 2025. 1,649 funds tracked by Wall St. Rank hold ORLY as of Q1 2026.

Palisade Capital Management held 86,882 shares of O'Reilly Automotive worth $8.02M as of Q1 2026.
Palisade Capital Management bought 5,134 O'Reilly Automotive shares in Q1 2026, an estimated $482K.
O'Reilly Automotive made up 0.27% of Palisade Capital Management's portfolio in Q1 2026, its #111 holding.
Palisade Capital Management first reported a position in O'Reilly Automotive in Q3 2016 and has held it in 11 quarters since.
Palisade Capital Management's O'Reilly Automotive position peaked at $12.3M in Q1 2025.
1,649 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q1 2026.

Based on Palisade Capital Management's 13F filing for Q1 2026, filed 15 May 2026.