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

Shelton 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 Q1	$23.3M	Buy	252,772 +12,226	+5%	+$1.15M	0.51%	40
2025 Q4	$21.9M	Buy	240,546 +80,416	+50%	+$7.86M	0.43%	57
2025 Q3	$17.3M	Buy	160,130 +9,650	+6%	+$970K	0.37%	61
2025 Q2	$13.6M	Sell	150,480 -8,145	-5%	-$743K	0.31%	81
2025 Q1	$15.1M	Buy	158,625 +8,745	+6%	+$761K	0.36%	67
2024 Q4	$11.8M	Buy	149,880 +33,045	+28%	+$2.66M	0.29%	83
2024 Q3	$8.97M	Sell	116,835 -255	-0.2%	-$18.7K	0.23%	107
2024 Q2	$8.24M	Hold	117,090	–	–	0.23%	107
2024 Q1	$8.81M	Sell	117,090 -42,480	-27%	-$2.97M	0.25%	94
2023 Q4	$10.1M	Sell	159,570 -45,855	-22%	-$2.9M	0.32%	70
2023 Q3	$12.4M	Buy	205,425 +22,035	+12%	+$1.38M	0.46%	42
2023 Q2	$11.7M	Buy	183,390 +14,280	+8%	+$872K	0.42%	46
2023 Q1	$9.57M	Buy	169,110 +121,110	+252%	+$6.64M	0.4%	63
2022 Q4	$2.7M	Sell	48,000 -56,190	-54%	-$3.02M	0.28%	122
2022 Q3	$4.88M	Sell	104,190 -2,550	-2%	-$119K	0.23%	102
2022 Q2	$4.5M	Hold	106,740	–	–	0.2%	112
2022 Q1	$4.87M	Sell	106,740 -1,500	-1%	-$67K	0.18%	125
2021 Q4	$5.1M	Sell	108,240 -165	-0.2%	-$7.14K	0.18%	123
2021 Q3	$4.42M	Sell	108,405 -375	-0.3%	-$15K	0.17%	137
2021 Q2	$4.11M	Buy	108,780 +13,500	+14%	+$484K	0.16%	145
2021 Q1	$3.22M	Buy	95,280 +6,135	+7%	+$190K	0.11%	178
2020 Q4	$2.69M	Sell	89,145 -42,405	-32%	-$1.28M	0.12%	169
2020 Q3	$4.04M	Buy	131,550 +40,065	+44%	+$1.22M	0.17%	138
2020 Q2	$2.57M	Hold	91,485	–	–	0.15%	142
2020 Q1	$1.84M	Sell	91,485 -2,070	-2%	-$52.9K	0.15%	144
2019 Q4	$2.73M	Sell	93,555 -7,245	-7%	-$207K	0.15%	132
2019 Q3	$2.68M	Sell	100,800 -15,000	-13%	-$387K	0.16%	123
2019 Q2	$2.85M	Buy	115,800 +70,830	+158%	+$1.79M	0.17%	124
2019 Q1	$7.72K	Sell	44,970 -70,830	-61%	-$1.71M	0.03%	470
2018 Q4	$2.66M	Sell	115,800 -3,000	-3%	-$68.3K	0.18%	115
2018 Q3	$2.75M	Hold	118,800	–	–	0.16%	128
2018 Q2	$2.17M	Buy	118,800 +2,040	+2%	+$35.5K	0.14%	150
2018 Q1	$1.93M	Sell	116,760 -3,135	-3%	-$53K	0.13%	159
2017 Q4	$1.92M	Sell	119,895 -2,325	-2%	-$34.6K	0.13%	158
2017 Q3	$1.75M	Hold	122,220	–	–	0.12%	164
2017 Q2	$1.78M	Buy	122,220 +13,620	+13%	+$222K	0.13%	160
2017 Q1	$1.95M	Hold	108,600	–	–	0.15%	139
2016 Q4	$2.02M	Hold	108,600	–	–	0.16%	135
2016 Q3	$2.03M	Hold	108,600	–	–	0.17%	119
2016 Q2	$1.96M	Sell	108,600 -3,870	-3%	-$68.4K	0.18%	113
2016 Q1	$2.05M	Buy	112,470 +3,480	+3%	+$59.4K	0.19%	107
2015 Q4	$1.84M	Buy	108,990 +9,270	+9%	+$161K	0.18%	115
2015 Q3	$1.66M	Buy	99,720 +9,465	+10%	+$153K	0.19%	114
2015 Q2	$1.36M	Buy	90,255 +8,265	+10%	+$123K	0.14%	145
2015 Q1	$1.18M	Hold	81,990	–	–	0.13%	162
2014 Q4	$1.05M	Buy	81,990 +12,915	+19%	+$151K	0.12%	171
2014 Q3	$692K	Buy	69,075 +8,940	+15%	+$91.3K	0.09%	228
2014 Q2	$604K	Buy	60,135 +13,470	+29%	+$133K	0.08%	285
2014 Q1	$462K	Buy	46,665 +2,505	+6%	+$23.9K	0.07%	360
2013 Q4	$379K	Buy	44,160 +1,485	+3%	+$12.5K	0.06%	416
2013 Q3	$363K	Buy	42,675 +2,100	+5%	+$17.2K	0.06%	411
2013 Q2	$305K	Buy	+40,575	New	+$292K	0.06%	430