Zevin Asset Management’s O'Reilly Automotive ORLY Stock Holding History

Zevin Asset 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 Q1	$235K	Hold	2,550	–	–	0.03%	88
2025 Q4	$233K	Hold	2,550	–	–	0.03%	91
2025 Q3	$275K	Hold	2,550	–	–	0.04%	81
2025 Q2	$230K	Sell	2,550 -555	-18%	-$50.6K	0.03%	82
2025 Q1	$297K	Hold	3,105	–	–	0.05%	67
2024 Q4	$245K	Hold	3,105	–	–	0.04%	75
2024 Q3	$238K	Hold	3,105	–	–	0.04%	74
2024 Q2	$219K	Hold	3,105	–	–	0.04%	71
2024 Q1	$234K	Buy	+3,105	New	+$217K	0.04%	74
2023 Q4	–	Sell	-3,480	Closed	-$211K	–	92
2023 Q3	$211K	Sell	3,480 -945	-21%	-$59.3K	0.04%	81
2023 Q2	$282K	Hold	4,425	–	–	0.06%	62
2023 Q1	$250K	Sell	4,425 -375	-8%	-$20.5K	0.05%	65
2022 Q4	$270K	Hold	4,800	–	–	0.06%	63
2022 Q3	$225K	Hold	4,800	–	–	0.05%	65
2022 Q2	$202K	Buy	+4,800	New	+$207K	0.05%	79

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

Zevin Asset Management's ORLY Position: Q1 2026 in Review

Zevin Asset Management held its O'Reilly Automotive (ORLY) position steady in Q1 2026 at 2,550 shares worth $235K. The position accounts for 0.03% of the portfolio, ranked #88.

Zevin Asset Management first reported a position in ORLY in Q2 2022 and has held it in 15 quarters since. The position peaked at $297K in Q1 2025. 1,649 funds tracked by Wall St. Rank hold ORLY as of Q1 2026.

Zevin Asset Management held 2,550 shares of O'Reilly Automotive worth $235K as of Q1 2026.
Zevin Asset Management left its O'Reilly Automotive share count unchanged in Q1 2026.
O'Reilly Automotive made up 0.03% of Zevin Asset Management's portfolio in Q1 2026, its #88 holding.
Zevin Asset Management first reported a position in O'Reilly Automotive in Q2 2022 and has held it in 15 quarters since.
Zevin Asset Management's O'Reilly Automotive position peaked at $297K in Q1 2025.
1,649 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q1 2026.

Based on Zevin Asset Management's 13F filing for Q1 2026, filed 7 May 2026.