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BluePath Capital Management’s O'Reilly Automotive ORLY Stock Holding History

BluePath Capital 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
Q2 		$1.15M Buy
12,492
+593
+5% +$54.1K 0.63% 63
2026
Q1 		$1.1M Sell
11,899
-69
-0.6% -$6.47K 0.76% 53
2025
Q4 		$1.09M Buy
11,968
+1,133
+10% +$111K 0.74% 52
2025
Q3 		$1.17M Buy
10,835
+1,148
+12% +$115K 0.85% 38
2025
Q2 		$873K Buy
+9,687
New +$883K 0.77% 51

Other funds holding ORLY

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
AAIS
ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return
HIC
Harvey Investment Company Louisville, Kentucky $918M AUM 14.93% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

BluePath Capital Management's ORLY Position: Q2 2026 in Review

BluePath Capital Management increased its O'Reilly Automotive (ORLY) stake by 5% in Q2 2026, buying an estimated $54.1K and bringing the position to 12,492 shares worth $1.15M. The position accounts for 0.63% of the portfolio, ranked #63.

BluePath Capital Management first reported a position in ORLY in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.17M in Q3 2025. 457 funds tracked by Wall St. Rank hold ORLY as of Q2 2026.

  • BluePath Capital Management held 12,492 shares of O'Reilly Automotive worth $1.15M as of Q2 2026.
  • BluePath Capital Management bought 593 O'Reilly Automotive shares in Q2 2026, an estimated $54.1K.
  • O'Reilly Automotive made up 0.63% of BluePath Capital Management's portfolio in Q2 2026, its #63 holding.
  • BluePath Capital Management first reported a position in O'Reilly Automotive in Q2 2025 and has held it in 5 quarters since.
  • BluePath Capital Management's O'Reilly Automotive position peaked at $1.17M in Q3 2025.
  • 457 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q2 2026.

Based on BluePath Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.