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 		$8.44M Buy
91,400
+41,500
+83% +$3.89M 0.01% 324
2025
Q4 		$4.55M Sell
49,900
-3,800
-7% -$371K 0.01% 393
2025
Q3 		$5.79M Buy
+53,700
New +$5.4M 0.01% 439
2025
Q1 		– Sell
-4,500
Closed -$356K – 1737
2024
Q4 		$356K Sell
4,500
-49,500
-92% -$3.99M ﹤0.01% 1428
2024
Q3 		$4.15M Hold
54,000
– – 0.01% 513
2024
Q2 		$3.8M Buy
+54,000
New +$3.73M 0.01% 521
2024
Q1 		– Sell
-10,500
Closed -$665K – 2493
2023
Q4 		$665K Buy
+10,500
New +$664K ﹤0.01% 1206
2023
Q3 		– Sell
-10,500
Closed -$669K – 2237
2023
Q2 		$669K Hold
10,500
– – ﹤0.01% 1027
2023
Q1 		$594K Buy
+10,500
New +$575K ﹤0.01% 954
2022
Q2 		– Sell
-45,000
Closed -$2.06M – 2034
2022
Q1 		$2.06M Sell
45,000
-180,000
-80% -$8.04M 0.01% 1036
2021
Q4 		$10.6M Sell
225,000
-286,500
-56% -$12.4M 0.02% 584
2021
Q3 		$20.8M Buy
511,500
+229,500
+81% +$9.19M 0.04% 413
2021
Q2 		$10.6M Sell
282,000
-144,000
-34% -$5.17M 0.02% 519
2021
Q1 		$14.4M Buy
426,000
+244,500
+135% +$7.57M 0.04% 377
2020
Q4 		$5.48M Buy
181,500
+61,500
+51% +$1.86M 0.02% 561
2020
Q3 		$3.69M Sell
120,000
-33,000
-22% -$1M 0.02% 592
2020
Q2 		$4.3M Buy
+153,000
New +$4M 0.03% 479
2020
Q1 		– Sell
-288,000
Closed -$8.41M – 1324
2019
Q4 		$8.41M Sell
288,000
-13,500
-4% -$386K 0.05% 403
2019
Q3 		$8.01M Sell
301,500
-19,500
-6% -$504K 0.06% 326
2019
Q2 		$7.9M Sell
321,000
-13,500
-4% -$342K 0.06% 352
2019
Q1 		$8.66M Buy
334,500
+147,000
+78% +$3.56M 0.08% 240
2018
Q4 		$4.3M Buy
187,500
+69,000
+58% +$1.57M 0.05% 277
2018
Q3 		$2.74M Buy
+118,500
New +$2.52M 0.03% 366

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.