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Wedgewood Partners’s O'Reilly Automotive ORLY Stock Holding History

Wedgewood Partners’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 		$16.5M Sell
178,397
-10,329
-5% -$969K 3.4% 16
2025
Q4 		$17.2M Sell
188,726
-2,942
-2% -$287K 3.21% 16
2025
Q3 		$20.7M Buy
191,668
+6,458
+3% +$649K 3.77% 13
2025
Q2 		$18.8M Sell
185,210
-3,685
-2% -$336K 3.64% 15
2025
Q1 		$16.7M Buy
188,895
+61,935
+49% +$5.39M 3.36% 15
2024
Q4 		$10M Sell
126,960
-5,370
-4% -$433K 1.98% 18
2024
Q3 		$10.9M Sell
132,330
-975
-0.7% -$71.6K 1.98% 19
2024
Q2 		$9.96M Sell
133,305
-3,165
-2% -$219K 2.03% 19
2024
Q1 		$9.19M Sell
136,470
-2,700
-2% -$189K 1.84% 18
2023
Q4 		$9.64M Sell
139,170
-2,610
-2% -$165K 2.03% 18
2023
Q3 		$8.59M Buy
+141,780
New +$8.89M 2.06% 19

Other funds holding ORLY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wedgewood Partners's ORLY Position: Q1 2026 in Review

Wedgewood Partners reduced its O'Reilly Automotive (ORLY) stake by 5.5% in Q1 2026, selling an estimated $969K and leaving 178,397 shares worth $16.5M. The position accounts for 3.4% of the portfolio, ranked #16.

Wedgewood Partners first reported a position in ORLY in Q3 2023 and has held it in 11 quarters since. The position peaked at $20.7M in Q3 2025. 1,649 funds tracked by Wall St. Rank hold ORLY as of Q1 2026.

  • Wedgewood Partners held 178,397 shares of O'Reilly Automotive worth $16.5M as of Q1 2026.
  • Wedgewood Partners sold 10,329 O'Reilly Automotive shares in Q1 2026, an estimated $969K.
  • O'Reilly Automotive made up 3.4% of Wedgewood Partners's portfolio in Q1 2026, its #16 holding.
  • Wedgewood Partners first reported a position in O'Reilly Automotive in Q3 2023 and has held it in 11 quarters since.
  • Wedgewood Partners's O'Reilly Automotive position peaked at $20.7M in Q3 2025.
  • 1,649 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q1 2026.

Based on Wedgewood Partners's 13F filing for Q1 2026, filed 15 May 2026.