Capstone Investment Advisors
ORLY icon

Capstone Investment Advisors’s O'Reilly Automotive ORLY Stock Holding History

Capstone Investment 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
Q1 		$1.54M Sell
16,677
-1,630
-9% -$153K ﹤0.01% 715
2025
Q4 		$1.67M Buy
18,307
+12,069
+193% +$1.18M ﹤0.01% 681
2025
Q3 		$673K Buy
+6,238
New +$627K ﹤0.01% 1200
2025
Q1 		– Sell
-18,015
Closed -$1.42M – 1736
2024
Q4 		$1.42M Buy
18,015
+2,130
+13% +$172K ﹤0.01% 952
2024
Q3 		$1.22M Sell
15,885
-22,785
-59% -$1.67M ﹤0.01% 899
2024
Q2 		$2.72M Sell
38,670
-12,885
-25% -$891K 0.01% 620
2024
Q1 		$3.88M Buy
+51,555
New +$3.61M 0.01% 534
2023
Q4 		– Sell
-17,400
Closed -$1.1M – 2320
2023
Q3 		$1.05M Buy
17,400
+17,340
+28,900% +$1.09M ﹤0.01% 968
2023
Q2 		$3.82K Sell
60
-810
-93% -$49.5K ﹤0.01% 1819
2023
Q1 		$49.2K Buy
+870
New +$47.7K ﹤0.01% 1424
2022
Q2 		– Sell
-15
Closed -$1K – 2033
2022
Q1 		$1K Sell
15
-1,035
-99% -$46.2K ﹤0.01% 2043
2021
Q4 		$49K Buy
1,050
+705
+204% +$30.5K ﹤0.01% 1732
2021
Q3 		$14K Buy
+345
New +$13.8K ﹤0.01% 1918
2021
Q1 		– Sell
-17,385
Closed -$539K – 1884
2020
Q4 		$525K Buy
+17,385
New +$525K ﹤0.01% 1241
2017
Q3 		– Sell
-406,590
Closed -$5.93M – 689
2017
Q2 		$5.93M Buy
+406,590
New +$6.64M 0.16% 115
2016
Q4 		– Sell
-198,795
Closed -$3.71M – 1062
2016
Q3 		$3.71M Buy
+198,795
New +$3.73M 0.08% 167
2016
Q2 		– Sell
-119,250
Closed -$2.17M – 814
2016
Q1 		$2.17M Buy
119,250
+92,250
+342% +$1.58M 0.07% 176
2015
Q4 		$456K Buy
+27,000
New +$468K 0.01% 357

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

Capstone Investment Advisors's ORLY Position: Q1 2026 in Review

Capstone Investment Advisors reduced its O'Reilly Automotive (ORLY) stake by 8.9% in Q1 2026, selling an estimated $153K and leaving 16,677 shares worth $1.54M. The position accounts for ﹤0.01% of the portfolio, ranked #715.

Capstone Investment Advisors first reported a position in ORLY in Q4 2015 and has held it in 18 quarters since. The position peaked at $5.93M in Q2 2017. 1,649 funds tracked by Wall St. Rank hold ORLY as of Q1 2026.

  • Capstone Investment Advisors held 16,677 shares of O'Reilly Automotive worth $1.54M as of Q1 2026.
  • Capstone Investment Advisors sold 1,630 O'Reilly Automotive shares in Q1 2026, an estimated $153K.
  • O'Reilly Automotive made up ﹤0.01% of Capstone Investment Advisors's portfolio in Q1 2026, its #715 holding.
  • Capstone Investment Advisors first reported a position in O'Reilly Automotive in Q4 2015 and has held it in 18 quarters since.
  • Capstone Investment Advisors's O'Reilly Automotive position peaked at $5.93M in Q2 2017.
  • 1,649 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q1 2026.

Based on Capstone Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.