Sargent Investment Group’s O'Reilly Automotive ORLY Stock Holding History

Sargent Investment Group’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	$304K	Buy	3,290 +60	+2%	+$5.63K	0.04%	203
2025 Q4	$295K	Buy	+3,230	New	+$316K	0.04%	208
2025 Q3	–	Sell	-3,205	Closed	-$335K	–	196
2025 Q2	$335K	Buy	3,205 +25	+0.8%	+$2.28K	0.05%	183
2025 Q1	$304K	Buy	3,180 +75	+2%	+$6.53K	0.05%	186
2024 Q4	$250K	Buy	3,105 +60	+2%	+$4.84K	0.04%	205
2024 Q3	$234K	Hold	3,045	–	–	0.04%	190
2024 Q2	$214K	Hold	3,045	–	–	0.04%	200
2024 Q1	$229K	Buy	+3,045	New	+$213K	0.05%	180

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

Sargent Investment Group's ORLY Position: Q1 2026 in Review

Sargent Investment Group increased its O'Reilly Automotive (ORLY) stake by 1.9% in Q1 2026, buying an estimated $5.63K and bringing the position to 3,290 shares worth $304K. The position accounts for 0.04% of the portfolio, ranked #203.

Sargent Investment Group first reported a position in ORLY in Q1 2024 and has held it in 8 quarters since. The position peaked at $335K in Q2 2025. 1,651 funds tracked by Wall St. Rank hold ORLY as of Q1 2026.

Sargent Investment Group held 3,290 shares of O'Reilly Automotive worth $304K as of Q1 2026.
Sargent Investment Group bought 60 O'Reilly Automotive shares in Q1 2026, an estimated $5.63K.
O'Reilly Automotive made up 0.04% of Sargent Investment Group's portfolio in Q1 2026, its #203 holding.
Sargent Investment Group first reported a position in O'Reilly Automotive in Q1 2024 and has held it in 8 quarters since.
Sargent Investment Group's O'Reilly Automotive position peaked at $335K in Q2 2025.
1,651 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q1 2026.

Based on Sargent Investment Group's 13F filing for Q1 2026, filed 11 May 2026.