J. Goldman & Co’s O'Reilly Automotive ORLY Stock Holding History

J. Goldman & Co’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	$3.71M	Buy	+40,322	New	+$3.68M	0.1%	249
2025 Q1	–	Sell	-233,025	Closed	-$18.4M	–	589
2024 Q4	$18.4M	Buy	233,025 +227,040	+3,793%	+$18.3M	0.48%	56
2024 Q3	$459K	Buy	+5,985	New	+$440K	0.01%	354
2024 Q2	–	Sell	-3,810	Closed	-$287K	–	554
2024 Q1	$287K	Buy	+3,810	New	+$266K	0.01%	353
2023 Q1	–	Sell	-11,940	Closed	-$672K	–	449
2022 Q4	$672K	Sell	11,940 -5,250	-31%	-$282K	0.03%	259
2022 Q3	$806K	Buy	+17,190	New	+$802K	0.04%	269

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

J. Goldman & Co's ORLY Position: Q2 2026 in Review

J. Goldman & Co opened a new position in O'Reilly Automotive (ORLY) in Q2 2026: 40,322 shares worth $3.71M. The stake represents 0.1% of the portfolio and ranks #249 among its holdings. This is a return to the name: J. Goldman & Co previously reported a position in ORLY as recently as Q4 2024.

J. Goldman & Co first reported a position in ORLY in Q3 2022 and has held it in 6 quarters since. The position peaked at $18.4M in Q4 2024. 1,662 funds tracked by Wall St. Rank hold ORLY as of Q2 2026.

J. Goldman & Co held 40,322 shares of O'Reilly Automotive worth $3.71M as of Q2 2026.
O'Reilly Automotive was a new J. Goldman & Co position in Q2 2026.
O'Reilly Automotive made up 0.1% of J. Goldman & Co's portfolio in Q2 2026, its #249 holding.
J. Goldman & Co first reported a position in O'Reilly Automotive in Q3 2022 and has held it in 6 quarters since.
J. Goldman & Co's O'Reilly Automotive position peaked at $18.4M in Q4 2024.
1,662 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q2 2026.

Based on J. Goldman & Co's 13F filing for Q2 2026, filed 14 Aug 2026.