Varma Mutual Pension Insurance Co’s O'Reilly Automotive ORLY Stock Holding History

Varma Mutual Pension Insurance Co’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	$14.1M	Hold	152,720	–	–	0.08%	197
2025 Q4	$13.9M	Buy	152,720 +5,800	+4%	+$567K	0.08%	189
2025 Q3	$15.8M	Buy	146,920 +11,800	+9%	+$1.19M	0.1%	154
2025 Q2	$12.2M	Sell	135,120 -1,500	-1%	-$137K	0.09%	184
2025 Q1	$13M	Sell	136,620 -21,870	-14%	-$1.9M	0.11%	150
2024 Q4	$12.5M	Sell	158,490 -48,000	-23%	-$3.87M	0.1%	171
2024 Q3	$15.9M	Buy	206,490 +15,000	+8%	+$1.1M	0.13%	166
2024 Q2	$13.5M	Sell	191,490 -21,510	-10%	-$1.49M	0.11%	176
2024 Q1	$16M	Buy	213,000 +127,500	+149%	+$8.92M	0.14%	207
2023 Q4	$5.42M	Sell	85,500 -4,500	-5%	-$284K	0.06%	144
2023 Q3	$5.45M	Hold	90,000	–	–	0.07%	143
2023 Q2	$5.73M	Hold	90,000	–	–	0.07%	149
2023 Q1	$5.09M	Hold	90,000	–	–	0.06%	153
2022 Q4	$5.06M	Buy	90,000 +15,000	+20%	+$807K	0.07%	170
2022 Q3	$3.52M	Buy	+75,000	New	+$3.5M	0.06%	191

Other funds holding ORLY

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $204B AUM 27.99% 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

Varma Mutual Pension Insurance Co's ORLY Position: Q1 2026 in Review

Varma Mutual Pension Insurance Co held its O'Reilly Automotive (ORLY) position steady in Q1 2026 at 152,720 shares worth $14.1M. The position accounts for 0.08% of the portfolio, ranked #197.

Varma Mutual Pension Insurance Co first reported a position in ORLY in Q3 2022 and has held it in 15 quarters since. The position peaked at $16M in Q1 2024. 1,654 funds tracked by Wall St. Rank hold ORLY as of Q1 2026.

Varma Mutual Pension Insurance Co held 152,720 shares of O'Reilly Automotive worth $14.1M as of Q1 2026.
Varma Mutual Pension Insurance Co left its O'Reilly Automotive share count unchanged in Q1 2026.
O'Reilly Automotive made up 0.08% of Varma Mutual Pension Insurance Co's portfolio in Q1 2026, its #197 holding.
Varma Mutual Pension Insurance Co first reported a position in O'Reilly Automotive in Q3 2022 and has held it in 15 quarters since.
Varma Mutual Pension Insurance Co's O'Reilly Automotive position peaked at $16M in Q1 2024.
1,654 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q1 2026.

Based on Varma Mutual Pension Insurance Co's 13F filing for Q1 2026, filed 5 May 2026.