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L2 Asset Management’s O'Reilly Automotive ORLY Stock Holding History

L2 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 		$437K Buy
4,749
+221
+5% +$20.2K 0.05% 273
2026
Q1 		$418K Buy
4,528
+284
+7% +$26.6K 0.04% 260
2025
Q4 		$387K Buy
4,244
+250
+6% +$24.4K 0.05% 249
2025
Q3 		$431K Buy
3,994
+170
+4% +$17.1K 0.06% 236
2025
Q2 		$345K Buy
3,824
+179
+5% +$16.3K 0.06% 251
2025
Q1 		$348K Buy
3,645
+300
+9% +$26.1K 0.07% 196
2024
Q4 		$264K Sell
3,345
-135
-4% -$10.9K 0.06% 203
2024
Q3 		$267K Buy
3,480
+120
+4% +$8.81K 0.07% 181
2024
Q2 		$237K Buy
3,360
+270
+9% +$18.7K 0.07% 183
2024
Q1 		$233K Buy
+3,090
New +$216K 0.08% 194

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

L2 Asset Management's ORLY Position: Q2 2026 in Review

L2 Asset Management increased its O'Reilly Automotive (ORLY) stake by 4.9% in Q2 2026, buying an estimated $20.2K and bringing the position to 4,749 shares worth $437K. The position accounts for 0.05% of the portfolio, ranked #273.

L2 Asset Management first reported a position in ORLY in Q1 2024 and has held it in 10 quarters since. 1,658 funds tracked by Wall St. Rank hold ORLY as of Q2 2026.

  • L2 Asset Management held 4,749 shares of O'Reilly Automotive worth $437K as of Q2 2026.
  • L2 Asset Management bought 221 O'Reilly Automotive shares in Q2 2026, an estimated $20.2K.
  • O'Reilly Automotive made up 0.05% of L2 Asset Management's portfolio in Q2 2026, its #273 holding.
  • L2 Asset Management first reported a position in O'Reilly Automotive in Q1 2024 and has held it in 10 quarters since.
  • 1,658 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q2 2026.

Based on L2 Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.