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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
Q2 		$10.2M Buy
111,072
+24,190
+28% +$2.21M 0.45% 73
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
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

Palisade Capital Management's ORLY Position: Q2 2026 in Review

Palisade Capital Management increased its O'Reilly Automotive (ORLY) stake by 28% in Q2 2026, buying an estimated $2.21M and bringing the position to 111,072 shares worth $10.2M. The position accounts for 0.45% of the portfolio, ranked #73.

Palisade Capital Management first reported a position in ORLY in Q3 2016 and has held it in 12 quarters since. The position peaked at $12.3M in Q1 2025. 1,662 funds tracked by Wall St. Rank hold ORLY as of Q2 2026.

  • Palisade Capital Management held 111,072 shares of O'Reilly Automotive worth $10.2M as of Q2 2026.
  • Palisade Capital Management bought 24,190 O'Reilly Automotive shares in Q2 2026, an estimated $2.21M.
  • O'Reilly Automotive made up 0.45% of Palisade Capital Management's portfolio in Q2 2026, its #73 holding.
  • Palisade Capital Management first reported a position in O'Reilly Automotive in Q3 2016 and has held it in 12 quarters since.
  • Palisade Capital Management's O'Reilly Automotive position peaked at $12.3M in Q1 2025.
  • 1,662 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q2 2026.

Based on Palisade Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.