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

Tradewinds 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 Q2	$48.3K	Sell	525 -45	-8%	-$4.11K	0.01%	220
2026 Q1	$52.6K	Hold	570	–	–	0.01%	211
2025 Q4	$52K	Hold	570	–	–	0.01%	208
2025 Q3	$61.5K	Buy	570 +45	+9%	+$4.52K	0.01%	186
2025 Q2	$47.3K	Hold	525	–	–	0.01%	202
2025 Q1	$50.1K	Buy	525 +45	+9%	+$3.92K	0.01%	192
2024 Q4	$37.9K	Hold	480	–	–	0.01%	221
2024 Q3	$36.9K	Buy	480 +105	+28%	+$7.71K	0.01%	208
2024 Q2	$26.4K	Buy	375 +75	+25%	+$5.18K	0.01%	224
2024 Q1	$22.6K	Buy	+300	New	+$21K	0.01%	219
2020 Q3	–	Sell	-525	Closed	-$15K	–	695
2020 Q2	$15K	Hold	525	–	–	﹤0.01%	329
2020 Q1	$11K	Hold	525	–	–	﹤0.01%	337
2019 Q4	$15K	Hold	525	–	–	﹤0.01%	348
2019 Q3	$14K	Buy	+525	New	+$13.6K	0.01%	319
2017 Q1	–	Sell	-195	Closed	-$4K	–	713
2016 Q4	$4K	Hold	195	–	–	﹤0.01%	469
2016 Q3	$4K	Hold	195	–	–	﹤0.01%	462
2016 Q2	$4K	Buy	+195	New	+$3.45K	﹤0.01%	466

Other funds holding ORLY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return

Tradewinds Capital Management's ORLY Position: Q2 2026 in Review

Tradewinds Capital Management reduced its O'Reilly Automotive (ORLY) stake by 7.9% in Q2 2026, selling an estimated $4.11K and leaving 525 shares worth $48.3K. The position accounts for 0.01% of the portfolio, ranked #220.

Tradewinds Capital Management first reported a position in ORLY in Q2 2016 and has held it in 17 quarters since. The position peaked at $61.5K in Q3 2025. 1,658 funds tracked by Wall St. Rank hold ORLY as of Q2 2026.

Tradewinds Capital Management held 525 shares of O'Reilly Automotive worth $48.3K as of Q2 2026.
Tradewinds Capital Management sold 45 O'Reilly Automotive shares in Q2 2026, an estimated $4.11K.
O'Reilly Automotive made up 0.01% of Tradewinds Capital Management's portfolio in Q2 2026, its #220 holding.
Tradewinds Capital Management first reported a position in O'Reilly Automotive in Q2 2016 and has held it in 17 quarters since.
Tradewinds Capital Management's O'Reilly Automotive position peaked at $61.5K in Q3 2025.
1,658 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q2 2026.

Based on Tradewinds Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.