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Thoroughbred Financial Services’s O'Reilly Automotive ORLY Stock Holding History

Thoroughbred Financial Services’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
Q2 		$1.33M Sell
14,413
-688
-5% -$62.8K 0.06% 245
2026
Q1 		$1.39M Sell
15,101
-446
-3% -$41.8K 0.08% 229
2025
Q4 		$1.42M Sell
15,547
-357
-2% -$34.9K 0.08% 224
2025
Q3 		$1.71M Buy
15,904
+1,499
+10% +$151K 0.11% 190
2025
Q2 		$1.3M Sell
14,405
-16,810
-54% -$1.53M 0.09% 218
2025
Q1 		$2.98M Buy
31,215
+2,880
+10% +$251K 0.19% 113
2024
Q4 		$2.24M Sell
28,335
-510
-2% -$41.1K 0.14% 146
2024
Q3 		$2.21M Sell
28,845
-1,650
-5% -$121K 0.14% 137
2024
Q2 		$2.15M Buy
30,495
+15,510
+104% +$1.07M 0.14% 139
2024
Q1 		$1.13M Sell
14,985
-14,925
-50% -$1.04M 0.11% 186
2023
Q4 		$1.89M Buy
29,910
+1,980
+7% +$125K 0.15% 138
2023
Q3 		$1.69M Buy
27,930
+16,545
+145% +$1.04M 0.17% 131
2023
Q2 		$725K Buy
11,385
+165
+1% +$10.1K 0.1% 205
2023
Q1 		$635K Buy
11,220
+855
+8% +$46.8K 0.09% 214
2022
Q4 		$583K Buy
10,365
+1,200
+13% +$64.5K 0.1% 218
2022
Q3 		$429K Buy
9,165
+630
+7% +$29.4K 0.08% 230
2022
Q2 		$359K Hold
8,535
– – 0.07% 251
2022
Q1 		$389K Buy
8,535
+750
+10% +$33.5K 0.06% 249
2021
Q4 		$366K Hold
7,785
– – 0.08% 240
2021
Q3 		$317K Buy
7,785
+1,620
+26% +$64.8K 0.08% 235
2021
Q2 		$233K Hold
6,165
– – 0.06% 272
2021
Q1 		$208K Buy
+6,165
New +$191K 0.06% 262

Other funds holding ORLY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Thoroughbred Financial Services's ORLY Position: Q2 2026 in Review

Thoroughbred Financial Services reduced its O'Reilly Automotive (ORLY) stake by 4.6% in Q2 2026, selling an estimated $62.8K and leaving 14,413 shares worth $1.33M. The position accounts for 0.06% of the portfolio, ranked #245.

Thoroughbred Financial Services first reported a position in ORLY in Q1 2021 and has held it in 22 quarters since. The position peaked at $2.98M in Q1 2025. 1,658 funds tracked by Wall St. Rank hold ORLY as of Q2 2026.

  • Thoroughbred Financial Services held 14,413 shares of O'Reilly Automotive worth $1.33M as of Q2 2026.
  • Thoroughbred Financial Services sold 688 O'Reilly Automotive shares in Q2 2026, an estimated $62.8K.
  • O'Reilly Automotive made up 0.06% of Thoroughbred Financial Services's portfolio in Q2 2026, its #245 holding.
  • Thoroughbred Financial Services first reported a position in O'Reilly Automotive in Q1 2021 and has held it in 22 quarters since.
  • Thoroughbred Financial Services's O'Reilly Automotive position peaked at $2.98M in Q1 2025.
  • 1,658 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q2 2026.

Based on Thoroughbred Financial Services's 13F filing for Q2 2026, filed 11 Aug 2026.