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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
Q1 		– Sell
-35,100
Closed -$3.2M – 828
2025
Q4 		$3.2M Buy
35,100
+22,800
+185% +$2.23M 0.08% 257
2025
Q3 		$1.33M Buy
+12,300
New +$1.24M 0.03% 308

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

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.