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

Qsemble 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 		$6.28M Buy
+68,185
New +$6.22M 0.8% 24
2026
Q1 		– Sell
-97,343
Closed -$8.88M – 572
2025
Q4 		$8.88M Buy
97,343
+2,695
+3% +$263K 0.73% 24
2025
Q3 		$10.2M Buy
+94,648
New +$9.51M 1% 7
2025
Q1 		– Sell
-46,305
Closed -$3.66M – 540
2024
Q4 		$3.66M Buy
46,305
+42,255
+1,043% +$3.41M 0.49% 69
2024
Q3 		$311K Buy
+4,050
New +$298K 0.06% 302
2024
Q2 		– Sell
-6,165
Closed -$464K – 533
2024
Q1 		$464K Buy
+6,165
New +$431K 0.1% 283
2023
Q3 		– Sell
-11,100
Closed -$707K – 388
2023
Q2 		$707K Sell
11,100
-2,700
-20% -$165K 0.5% 79
2023
Q1 		$781K Sell
13,800
-8,100
-37% -$444K 0.53% 72
2022
Q4 		$1.23M Buy
+21,900
New +$1.18M 0.86% 36

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

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

Qsemble Capital Management opened a new position in O'Reilly Automotive (ORLY) in Q2 2026: 68,185 shares worth $6.28M. The stake represents 0.8% of the portfolio and ranks #24 among its holdings. This is a return to the name: Qsemble Capital Management previously reported a position in ORLY as recently as Q4 2025.

Qsemble Capital Management first reported a position in ORLY in Q4 2022 and has held it in 9 quarters since. The position peaked at $10.2M in Q3 2025. 1,662 funds tracked by Wall St. Rank hold ORLY as of Q2 2026.

  • Qsemble Capital Management held 68,185 shares of O'Reilly Automotive worth $6.28M as of Q2 2026.
  • O'Reilly Automotive was a new Qsemble Capital Management position in Q2 2026.
  • O'Reilly Automotive made up 0.8% of Qsemble Capital Management's portfolio in Q2 2026, its #24 holding.
  • Qsemble Capital Management first reported a position in O'Reilly Automotive in Q4 2022 and has held it in 9 quarters since.
  • Qsemble Capital Management's O'Reilly Automotive position peaked at $10.2M in Q3 2025.
  • 1,662 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q2 2026.

Based on Qsemble Capital Management's 13F filing for Q2 2026, filed 3 Aug 2026.