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STF Management’s O'Reilly Automotive ORLY Stock Holding History

STF 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
2025
Q4 		$446K Sell
4,895
-8,290
-63% -$810K 0.42% 46
2025
Q3 		$1.42M Sell
13,185
-366
-3% -$36.8K 0.53% 44
2025
Q2 		$1.22M Buy
13,551
+321
+2% +$29.3K 0.48% 47
2025
Q1 		$1.26M Hold
13,230
– – 0.61% 38
2024
Q4 		$1.05M Buy
13,230
+495
+4% +$39.9K 0.47% 48
2024
Q3 		$978K Sell
12,735
-1,605
-11% -$118K 0.44% 49
2024
Q2 		$1.01M Sell
14,340
-585
-4% -$40.4K 0.43% 50
2024
Q1 		$1.12M Buy
14,925
+75
+0.5% +$5.25K 0.49% 50
2023
Q4 		$941K Buy
14,850
+60
+0.4% +$3.79K 0.44% 55
2023
Q3 		$896K Buy
14,790
+9,015
+156% +$565K 0.48% 48
2023
Q2 		$368K Sell
5,775
-5,025
-47% -$307K 0.4% 48
2023
Q1 		$611K Buy
10,800
+4,530
+72% +$248K 0.41% 49
2022
Q4 		$353K Buy
+6,270
New +$337K 0.51% 44

Other funds holding ORLY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

STF Management's ORLY Position: Q4 2025 in Review

STF Management reduced its O'Reilly Automotive (ORLY) stake by 63% in Q4 2025, selling an estimated $810K and leaving 4,895 shares worth $446K. The position accounts for 0.42% of the portfolio, ranked #46.

STF Management first reported a position in ORLY in Q4 2022 and has held it in 13 quarters since. The position peaked at $1.42M in Q3 2025. 1,719 funds tracked by Wall St. Rank hold ORLY as of Q4 2025.

  • STF Management held 4,895 shares of O'Reilly Automotive worth $446K as of Q4 2025.
  • STF Management sold 8,290 O'Reilly Automotive shares in Q4 2025, an estimated $810K.
  • O'Reilly Automotive made up 0.42% of STF Management's portfolio in Q4 2025, its #46 holding.
  • STF Management first reported a position in O'Reilly Automotive in Q4 2022 and has held it in 13 quarters since.
  • STF Management's O'Reilly Automotive position peaked at $1.42M in Q3 2025.
  • 1,719 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q4 2025.

Based on STF Management's 13F filing for Q4 2025, filed 5 Feb 2026.