Capstone Investment Advisors
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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 		$738K Buy
8,000
+2,400
+43% +$225K ﹤0.01% 975
2025
Q4 		$511K Sell
5,600
-1,400
-20% -$137K ﹤0.01% 1139
2025
Q3 		$755K Buy
+7,000
New +$704K ﹤0.01% 1145
2024
Q4 		– Sell
-7,500
Closed -$576K – 1972
2024
Q3 		$576K Hold
7,500
– – ﹤0.01% 1169
2024
Q2 		$528K Buy
+7,500
New +$518K ﹤0.01% 1279
2024
Q1 		– Sell
-1,500
Closed -$95K – 2492
2023
Q4 		$95K Buy
+1,500
New +$94.8K ﹤0.01% 1939
2022
Q2 		– Sell
-3,000
Closed -$137K – 2032
2022
Q1 		$137K Sell
3,000
-57,000
-95% -$2.55M ﹤0.01% 1816
2021
Q4 		$2.83M Sell
60,000
-42,000
-41% -$1.82M ﹤0.01% 1009
2021
Q3 		$4.16M Buy
102,000
+37,500
+58% +$1.5M 0.01% 912
2021
Q2 		$2.44M Sell
64,500
-45,000
-41% -$1.61M 0.01% 962
2021
Q1 		$3.7M Buy
109,500
+75,000
+217% +$2.32M 0.01% 734
2020
Q4 		$1.04M Buy
34,500
+12,000
+53% +$362K ﹤0.01% 1068
2020
Q3 		$692K Sell
22,500
-10,500
-32% -$319K ﹤0.01% 1110
2020
Q2 		$928K Buy
+33,000
New +$863K 0.01% 943
2020
Q1 		– Sell
-75,000
Closed -$2.19M – 1323
2019
Q4 		$2.19M Sell
75,000
-15,000
-17% -$429K 0.01% 813
2019
Q3 		$2.39M Buy
90,000
+12,000
+15% +$310K 0.02% 676
2019
Q2 		$1.92M Buy
78,000
+15,000
+24% +$380K 0.01% 750
2019
Q1 		$1.63M Buy
63,000
+25,500
+68% +$617K 0.02% 672
2018
Q4 		$861K Buy
37,500
+6,000
+19% +$137K 0.01% 660
2018
Q3 		$729K Buy
+31,500
New +$669K 0.01% 693

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. 1,650 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.
  • 1,650 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.