Frank Rimerman Advisors’s O'Reilly Automotive ORLY Stock Holding History

Frank Rimerman 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 Q2	$844K	Buy	9,170 +30	+0.3%	+$2.74K	0.05%	291
2026 Q1	$844K	Buy	9,140 +178	+2%	+$16.7K	0.06%	271
2025 Q4	$817K	Buy	8,962 +205	+2%	+$20K	0.05%	272
2025 Q3	$944K	Buy	8,757 +72	+0.8%	+$7.24K	0.06%	231
2025 Q2	$783K	Sell	8,685 -1,365	-14%	-$124K	0.05%	252
2025 Q1	$960K	Sell	10,050 -30	-0.3%	-$2.61K	0.08%	201
2024 Q4	$797K	Buy	10,080 +1,305	+15%	+$105K	0.06%	224
2024 Q3	$674K	Buy	8,775 +75	+0.9%	+$5.51K	0.05%	279
2024 Q2	$613K	Buy	8,700 +8,655	+19,233%	+$598K	0.04%	299
2024 Q1	$3.39K	Hold	45	–	–	﹤0.01%	238
2023 Q4	$2.85K	Buy	+45	New	+$2.84K	﹤0.01%	238

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

California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return

Frank Rimerman Advisors's ORLY Position: Q2 2026 in Review

Frank Rimerman Advisors increased its O'Reilly Automotive (ORLY) stake by 0.33% in Q2 2026, buying an estimated $2.74K and bringing the position to 9,170 shares worth $844K. The position accounts for 0.05% of the portfolio, ranked #291.

Frank Rimerman Advisors first reported a position in ORLY in Q4 2023 and has held it in 11 quarters since. The position peaked at $960K in Q1 2025. 1,658 funds tracked by Wall St. Rank hold ORLY as of Q2 2026.

Frank Rimerman Advisors held 9,170 shares of O'Reilly Automotive worth $844K as of Q2 2026.
Frank Rimerman Advisors bought 30 O'Reilly Automotive shares in Q2 2026, an estimated $2.74K.
O'Reilly Automotive made up 0.05% of Frank Rimerman Advisors's portfolio in Q2 2026, its #291 holding.
Frank Rimerman Advisors first reported a position in O'Reilly Automotive in Q4 2023 and has held it in 11 quarters since.
Frank Rimerman Advisors's O'Reilly Automotive position peaked at $960K in Q1 2025.
1,658 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q2 2026.

Based on Frank Rimerman Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.