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Epoch Investment Partners’s O'Reilly Automotive ORLY Stock Holding History

Epoch Investment Partners’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 		$83.4M Sell
905,348
-69,428
-7% -$6.33M 0.47% 76
2026
Q1 		$90M Sell
974,776
-120,078
-11% -$11.3M 0.54% 69
2025
Q4 		$99.9M Sell
1,094,854
-97,251
-8% -$9.5M 0.57% 62
2025
Q3 		$129M Sell
1,192,105
-47,043
-4% -$4.73M 0.71% 49
2025
Q2 		$112M Sell
1,239,148
-305,447
-20% -$27.8M 0.58% 62
2025
Q1 		$148M Sell
1,544,595
-86,025
-5% -$7.48M 0.77% 38
2024
Q4 		$129M Buy
1,630,620
+41,340
+3% +$3.33M 0.62% 49
2024
Q3 		$122M Sell
1,589,280
-281,250
-15% -$20.7M 0.55% 63
2024
Q2 		$132M Buy
1,870,530
+358,245
+24% +$24.8M 0.6% 54
2024
Q1 		$114M Buy
1,512,285
+280,365
+23% +$19.6M 0.51% 63
2023
Q4 		$78M Buy
1,231,920
+887,595
+258% +$56.1M 0.36% 94
2023
Q3 		$20.9M Sell
344,325
-105
-0% -$6.59K 0.13% 194
2023
Q2 		$21.9M Sell
344,430
-27,420
-7% -$1.67M 0.13% 196
2023
Q1 		$21M Buy
371,850
+915
+0.2% +$50.1K 0.13% 200
2022
Q4 		$20.9M Buy
370,935
+64,230
+21% +$3.45M 0.12% 200
2022
Q3 		$14.4M Buy
306,705
+7,125
+2% +$332K 0.09% 217
2022
Q2 		$12.6M Buy
299,580
+37,275
+14% +$1.6M 0.07% 244
2022
Q1 		$12M Buy
262,305
+61,305
+31% +$2.74M 0.06% 263
2021
Q4 		$9.46M Buy
201,000
+5,100
+3% +$221K 0.05% 279
2021
Q3 		$7.98M Hold
195,900
– – 0.04% 286
2021
Q2 		$7.39M Buy
195,900
+2,070
+1% +$74.3K 0.04% 286
2021
Q1 		$6.55M Buy
193,830
+10,515
+6% +$326K 0.03% 272
2020
Q4 		$5.53M Buy
+183,315
New +$5.53M 0.03% 276

Other funds holding ORLY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Epoch Investment Partners's ORLY Position: Q2 2026 in Review

Epoch Investment Partners reduced its O'Reilly Automotive (ORLY) stake by 7.1% in Q2 2026, selling an estimated $6.33M and leaving 905,348 shares worth $83.4M. The position accounts for 0.47% of the portfolio, ranked #76.

Epoch Investment Partners first reported a position in ORLY in Q4 2020 and has held it in 23 quarters since. The position peaked at $148M in Q1 2025. 1,660 funds tracked by Wall St. Rank hold ORLY as of Q2 2026.

  • Epoch Investment Partners held 905,348 shares of O'Reilly Automotive worth $83.4M as of Q2 2026.
  • Epoch Investment Partners sold 69,428 O'Reilly Automotive shares in Q2 2026, an estimated $6.33M.
  • O'Reilly Automotive made up 0.47% of Epoch Investment Partners's portfolio in Q2 2026, its #76 holding.
  • Epoch Investment Partners first reported a position in O'Reilly Automotive in Q4 2020 and has held it in 23 quarters since.
  • Epoch Investment Partners's O'Reilly Automotive position peaked at $148M in Q1 2025.
  • 1,660 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q2 2026.

Based on Epoch Investment Partners's 13F filing for Q2 2026, filed 13 Aug 2026.