Values First Advisors
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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
Q3 		$1.23M Sell
14,447
-328
-2% -$28.9K 0.58% 53
2026
Q2 		$1.36M Buy
14,775
+426
+3% +$38.9K 0.62% 54
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% +$5.02K 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

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
ABN AMRO Investment Solutions
ABN AMRO Investment Solutions Paris Cedex 008 $13.2B AUM 30.55% 1-Year Est. Return
Harvey Investment Company
Harvey Investment Company Louisville, Kentucky $926M AUM 8.2% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
UniSuper Management
UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 1-Year Est. Return
Loring Wolcott & Coolidge Fiduciary Advisors
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.8B AUM 9.05% 1-Year Est. Return
Schwartz Investment Counsel
Schwartz Investment Counsel Plymouth, Michigan $2.87B AUM 22.48% 1-Year Est. Return
Banque Pictet & Cie
Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

Values First Advisors's ORLY Position: Q3 2026 in Review

Values First Advisors reduced its O'Reilly Automotive (ORLY) stake by 2.2% in Q3 2026, selling an estimated $28.9K and leaving 14,447 shares worth $1.23M. The position accounts for 0.58% of the portfolio, ranked #53.

Values First Advisors first reported a position in ORLY in Q1 2023 and has held it in 15 quarters since. The position peaked at $1.49M in Q3 2025. 550 funds tracked by Wall St. Rank hold ORLY as of Q3 2026.

  • Values First Advisors held 14,447 shares of O'Reilly Automotive worth $1.23M as of Q3 2026.
  • Values First Advisors sold 328 O'Reilly Automotive shares in Q3 2026, an estimated $28.9K.
  • O'Reilly Automotive made up 0.58% of Values First Advisors's portfolio in Q3 2026, its #53 holding.
  • Values First Advisors first reported a position in O'Reilly Automotive in Q1 2023 and has held it in 15 quarters since.
  • Values First Advisors's O'Reilly Automotive position peaked at $1.49M in Q3 2025.
  • 550 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q3 2026.

Based on Values First Advisors's 13F filing for Q3 2026, filed 23 Oct 2026.