Values First Advisors’s O'Reilly Automotive ORLY Stock Holding History

Values First Advisors’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	$1.32M	Buy	14,349 +243	+2%	+$22.8K	0.69%	48
2025 Q4	$1.29M	Buy	14,106 +321	+2%	+$31.4K	0.67%	47
2025 Q3	$1.49M	Buy	13,785 +215	+2%	+$21.6K	0.8%	42
2025 Q2	$1.22M	Buy	13,570 +55	+0.4%	+$5.01K	0.67%	50
2025 Q1	$1.29M	Sell	13,515 -1,860	-12%	-$162K	0.75%	39
2024 Q4	$1.22M	Buy	15,375 +6,345	+70%	+$512K	0.67%	44
2024 Q3	$693K	Buy	9,030 +585	+7%	+$43K	0.38%	70
2024 Q2	$594K	Sell	8,445 -150	-2%	-$10.4K	0.36%	75
2024 Q1	$647K	Buy	8,595 +795	+10%	+$55.6K	0.38%	73
2023 Q4	$494K	Buy	7,800 +1,515	+24%	+$95.7K	0.3%	107
2023 Q3	$381K	Buy	6,285 +360	+6%	+$22.6K	0.25%	108
2023 Q2	$377K	Buy	5,925 +5,865	+9,775%	+$358K	0.23%	112
2023 Q1	$3.59K	Buy	+60	New	+$3.29K	﹤0.01%	244

Other funds holding ORLY

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Values First Advisors's ORLY Position: Q1 2026 in Review

Values First Advisors increased its O'Reilly Automotive (ORLY) stake by 1.7% in Q1 2026, buying an estimated $22.8K and bringing the position to 14,349 shares worth $1.32M. The position accounts for 0.69% of the portfolio, ranked #48.

Values First Advisors first reported a position in ORLY in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.49M in Q3 2025. 1,649 funds tracked by Wall St. Rank hold ORLY as of Q1 2026.

Values First Advisors held 14,349 shares of O'Reilly Automotive worth $1.32M as of Q1 2026.
Values First Advisors bought 243 O'Reilly Automotive shares in Q1 2026, an estimated $22.8K.
O'Reilly Automotive made up 0.69% of Values First Advisors's portfolio in Q1 2026, its #48 holding.
Values First Advisors first reported a position in O'Reilly Automotive in Q1 2023 and has held it in 13 quarters since.
Values First Advisors's O'Reilly Automotive position peaked at $1.49M in Q3 2025.
1,649 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q1 2026.

Based on Values First Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.