ClearBridge Investments
ORLY icon

ClearBridge Investments’s O'Reilly Automotive ORLY Stock Holding History

ClearBridge Investments’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 		$87.8M Sell
953,449
-114,465
-11% -$10.4M 0.07% 246
2026
Q1 		$98.6M Sell
1,067,914
-127,632
-11% -$12M 0.09% 213
2025
Q4 		$109M Sell
1,195,546
-46,799
-4% -$4.57M 0.09% 223
2025
Q3 		$134M Sell
1,242,345
-113,412
-8% -$11.4M 0.1% 195
2025
Q2 		$122M Sell
1,355,757
-37,758
-3% -$3.44M 0.1% 196
2025
Q1 		$133M Sell
1,393,515
-61,800
-4% -$5.38M 0.12% 180
2024
Q4 		$115M Buy
1,455,315
+24,060
+2% +$1.94M 0.09% 212
2024
Q3 		$110M Buy
1,431,255
+1,417,035
+9,965% +$104M 0.09% 222
2024
Q2 		$1M Buy
14,220
+7,470
+111% +$516K ﹤0.01% 672
2024
Q1 		$508K Sell
6,750
-1,110
-14% -$77.6K ﹤0.01% 701
2023
Q4 		$498K Buy
+7,860
New +$497K ﹤0.01% 694
2020
Q3 		– Sell
-3,255
Closed -$92K – 924
2020
Q2 		$92K Sell
3,255
-465
-13% -$12.2K ﹤0.01% 757
2020
Q1 		$75K Buy
3,720
+30
+0.8% +$767 ﹤0.01% 750
2019
Q4 		$108K Hold
3,690
– – ﹤0.01% 773
2019
Q3 		$98K Buy
3,690
+3,180
+624% +$82.1K ﹤0.01% 769
2019
Q2 		$13K Hold
510
– – ﹤0.01% 980
2019
Q1 		$13K Sell
510
-1,050
-67% -$25.4K ﹤0.01% 976
2018
Q4 		$36K Buy
1,560
+750
+93% +$17.1K ﹤0.01% 888
2018
Q3 		$19K Hold
810
– – ﹤0.01% 1015
2018
Q2 		$15K Sell
810
-2,625
-76% -$45.7K ﹤0.01% 1000
2018
Q1 		$57K Sell
3,435
-960
-22% -$16.2K ﹤0.01% 832
2017
Q4 		$70K Sell
4,395
-16,905
-79% -$252K ﹤0.01% 812
2017
Q3 		$306K Buy
21,300
+3,465
+19% +$45.7K ﹤0.01% 720
2017
Q2 		$260K Buy
+17,835
New +$291K ﹤0.01% 726
2015
Q2 		– Sell
-3,480
Closed -$50K – 1174
2015
Q1 		$50K Buy
+3,480
New +$46.8K ﹤0.01% 965

Other funds holding ORLY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

ClearBridge Investments's ORLY Position: Q2 2026 in Review

ClearBridge Investments reduced its O'Reilly Automotive (ORLY) stake by 11% in Q2 2026, selling an estimated $10.4M and leaving 953,449 shares worth $87.8M. The position accounts for 0.07% of the portfolio, ranked #246.

ClearBridge Investments first reported a position in ORLY in Q1 2015 and has held it in 25 quarters since. The position peaked at $134M in Q3 2025. 1,361 funds tracked by Wall St. Rank hold ORLY as of Q2 2026.

  • ClearBridge Investments held 953,449 shares of O'Reilly Automotive worth $87.8M as of Q2 2026.
  • ClearBridge Investments sold 114,465 O'Reilly Automotive shares in Q2 2026, an estimated $10.4M.
  • O'Reilly Automotive made up 0.07% of ClearBridge Investments's portfolio in Q2 2026, its #246 holding.
  • ClearBridge Investments first reported a position in O'Reilly Automotive in Q1 2015 and has held it in 25 quarters since.
  • ClearBridge Investments's O'Reilly Automotive position peaked at $134M in Q3 2025.
  • 1,361 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q2 2026.

Based on ClearBridge Investments's 13F filing for Q2 2026, filed 13 Aug 2026.