&Partners’s O'Reilly Automotive ORLY Stock Holding History

&Partners’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	$8.42M	Sell	91,235 -649	-0.7%	-$60.9K	0.04%	375
2025 Q4	$8.36M	Buy	91,884 +5,702	+7%	+$557K	0.04%	351
2025 Q3	$9.28M	Buy	86,182 +5,772	+7%	+$580K	0.06%	280
2025 Q2	$7.25M	Buy	80,410 +24,640	+44%	+$2.25M	0.06%	293
2025 Q1	$5.24M	Sell	55,770 -8,715	-14%	-$758K	0.06%	287
2024 Q4	$5.18M	Buy	64,485 +3,300	+5%	+$266K	0.06%	275
2024 Q3	$4.7M	Buy	61,185 +47,505	+347%	+$3.49M	0.09%	213
2024 Q2	$963K	Buy	13,680 +6,960	+104%	+$481K	0.04%	366
2024 Q1	$506K	Buy	+6,720	New	+$470K	0.07%	268

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

&Partners's ORLY Position: Q1 2026 in Review

&Partners reduced its O'Reilly Automotive (ORLY) stake by 0.71% in Q1 2026, selling an estimated $60.9K and leaving 91,235 shares worth $8.42M. The position accounts for 0.04% of the portfolio, ranked #375.

&Partners first reported a position in ORLY in Q1 2024 and has held it in 9 quarters since. The position peaked at $9.28M in Q3 2025. 1,649 funds tracked by Wall St. Rank hold ORLY as of Q1 2026.

&Partners held 91,235 shares of O'Reilly Automotive worth $8.42M as of Q1 2026.
&Partners sold 649 O'Reilly Automotive shares in Q1 2026, an estimated $60.9K.
O'Reilly Automotive made up 0.04% of &Partners's portfolio in Q1 2026, its #375 holding.
&Partners first reported a position in O'Reilly Automotive in Q1 2024 and has held it in 9 quarters since.
&Partners's O'Reilly Automotive position peaked at $9.28M in Q3 2025.
1,649 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.