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

Sovereign's 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 		$548K Sell
5,939
-432
-7% -$40.5K 0.4% 58
2025
Q4 		$581K Sell
6,371
-738
-10% -$72.1K 0.35% 53
2025
Q3 		$766K Buy
7,109
+29
+0.4% +$2.92K 0.42% 60
2025
Q2 		$638K Buy
7,080
+1,005
+17% +$91.6K 0.34% 68
2025
Q1 		$580K Buy
6,075
+675
+13% +$58.7K 0.35% 65
2024
Q4 		$427K Buy
+5,400
New +$435K 0.27% 78

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

Sovereign's Capital Management's ORLY Position: Q1 2026 in Review

Sovereign's Capital Management reduced its O'Reilly Automotive (ORLY) stake by 6.8% in Q1 2026, selling an estimated $40.5K and leaving 5,939 shares worth $548K. The position accounts for 0.4% of the portfolio, ranked #58.

Sovereign's Capital Management first reported a position in ORLY in Q4 2024 and has held it in 6 quarters since. The position peaked at $766K in Q3 2025. 1,649 funds tracked by Wall St. Rank hold ORLY as of Q1 2026.

  • Sovereign's Capital Management held 5,939 shares of O'Reilly Automotive worth $548K as of Q1 2026.
  • Sovereign's Capital Management sold 432 O'Reilly Automotive shares in Q1 2026, an estimated $40.5K.
  • O'Reilly Automotive made up 0.4% of Sovereign's Capital Management's portfolio in Q1 2026, its #58 holding.
  • Sovereign's Capital Management first reported a position in O'Reilly Automotive in Q4 2024 and has held it in 6 quarters since.
  • Sovereign's Capital Management's O'Reilly Automotive position peaked at $766K in Q3 2025.
  • 1,649 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q1 2026.

Based on Sovereign's Capital Management's 13F filing for Q1 2026, filed 15 May 2026.