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Sage Mountain Advisors’s O'Reilly Automotive ORLY Stock Holding History

Sage Mountain Advisors’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 		– Sell
-7,448
Closed -$679K – 484
2025
Q4 		$679K Sell
7,448
-717
-9% -$70.1K 0.04% 224
2025
Q3 		$880K Buy
8,165
+519
+7% +$52.2K 0.05% 181
2025
Q2 		$689K Sell
7,646
-139
-2% -$12.7K 0.04% 192
2025
Q1 		$744K Buy
7,785
+330
+4% +$28.7K 0.05% 159
2024
Q4 		$589K Buy
7,455
+1,035
+16% +$83.5K 0.04% 182
2024
Q3 		$493K Sell
6,420
-15
-0.2% -$1.1K 0.04% 201
2024
Q2 		$453K Buy
6,435
+90
+1% +$6.22K 0.04% 185
2024
Q1 		$478K Buy
6,345
+390
+7% +$27.3K 0.05% 168
2023
Q4 		$377K Sell
5,955
-30
-0.5% -$1.9K 0.04% 168
2023
Q3 		$363K Buy
5,985
+1,140
+24% +$71.5K 0.05% 157
2023
Q2 		$309K Buy
4,845
+705
+17% +$43.1K 0.04% 175
2023
Q1 		$234K Buy
+4,140
New +$227K 0.04% 203

Other funds holding ORLY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sage Mountain Advisors's ORLY Position: Q1 2026 in Review

Sage Mountain Advisors sold out of O'Reilly Automotive (ORLY) in Q1 2026, closing a stake of 7,448 shares — an estimated $679K sold.

Sage Mountain Advisors first reported a position in ORLY in Q1 2023 and held it in 12 quarters. The position peaked at $880K in Q3 2025. 1,649 funds tracked by Wall St. Rank hold ORLY as of Q1 2026.

  • Sage Mountain Advisors reported no remaining O'Reilly Automotive position as of Q1 2026 after selling out during the quarter.
  • Sage Mountain Advisors sold 7,448 O'Reilly Automotive shares in Q1 2026, an estimated $679K.
  • Sage Mountain Advisors first reported a position in O'Reilly Automotive in Q1 2023 and held it in 12 quarters.
  • Sage Mountain Advisors's O'Reilly Automotive position peaked at $880K in Q3 2025.
  • 1,649 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q1 2026.

Based on Sage Mountain Advisors's 13F filing for Q1 2026, filed 11 May 2026.