Erste Asset Management’s O'Reilly Automotive ORLY Stock Holding History

Erste Asset Management’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	$13.7M	Buy	152,282 +3,050	+2%	+$278K	0.11%	182
2026 Q1	$13.7M	Buy	149,232 +30,839	+26%	+$2.89M	0.13%	164
2025 Q4	$10.9M	Sell	118,393 -16,440	-12%	-$1.61M	0.09%	187
2025 Q3	$14.5M	Buy	134,833 +25,360	+23%	+$2.55M	0.14%	157
2025 Q2	$9.75M	Sell	109,473 -40,527	-27%	-$3.7M	0.08%	203
2025 Q1	$14.1M	Hold	150,000	–	–	0.18%	124
2024 Q4	$12M	Hold	150,000	–	–	0.15%	141
2024 Q3	$11.5M	Sell	150,000 -30,000	-17%	-$2.2M	0.14%	153
2024 Q2	$12.7M	Buy	180,000 +22,500	+14%	+$1.56M	0.17%	136
2024 Q1	$11.9M	Buy	+157,500	New	+$11M	0.16%	140
2019 Q1	–	Sell	-15,900	Closed	-$385K	–	433
2018 Q4	$364K	Buy	+15,900	New	+$362K	0.02%	329

Other funds holding ORLY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Erste Asset Management's ORLY Position: Q2 2026 in Review

Erste Asset Management increased its O'Reilly Automotive (ORLY) stake by 2% in Q2 2026, buying an estimated $278K and bringing the position to 152,282 shares worth $13.7M. The position accounts for 0.11% of the portfolio, ranked #182.

Erste Asset Management first reported a position in ORLY in Q4 2018 and has held it in 11 quarters since. The position peaked at $14.5M in Q3 2025. 1,660 funds tracked by Wall St. Rank hold ORLY as of Q2 2026.

Erste Asset Management held 152,282 shares of O'Reilly Automotive worth $13.7M as of Q2 2026.
Erste Asset Management bought 3,050 O'Reilly Automotive shares in Q2 2026, an estimated $278K.
O'Reilly Automotive made up 0.11% of Erste Asset Management's portfolio in Q2 2026, its #182 holding.
Erste Asset Management first reported a position in O'Reilly Automotive in Q4 2018 and has held it in 11 quarters since.
Erste Asset Management's O'Reilly Automotive position peaked at $14.5M in Q3 2025.
1,660 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q2 2026.

Based on Erste Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.