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Mainstay Capital Management’s O'Reilly Automotive ORLY Stock Holding History

Mainstay Capital 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 		$1.32M Sell
14,375
-419
-3% -$38.2K 0.1% 68
2026
Q1 		$1.37M Buy
14,794
+255
+2% +$23.9K 0.11% 63
2025
Q4 		$1.33M Buy
14,539
+787
+6% +$76.9K 0.1% 61
2025
Q3 		$1.48M Sell
13,752
-13,458
-49% -$1.35M 0.15% 55
2025
Q2 		$2.45M Buy
+27,210
New +$2.48M 0.12% 60
2018
Q1 		– Sell
-45
Closed -$1K – 397
2017
Q4 		$1K Buy
+45
New +$670 ﹤0.01% 386

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 $3.38T AUM 44.17% 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

Mainstay Capital Management's ORLY Position: Q2 2026 in Review

Mainstay Capital Management reduced its O'Reilly Automotive (ORLY) stake by 2.8% in Q2 2026, selling an estimated $38.2K and leaving 14,375 shares worth $1.32M. The position accounts for 0.1% of the portfolio, ranked #68.

Mainstay Capital Management first reported a position in ORLY in Q4 2017 and has held it in 6 quarters since. The position peaked at $2.45M in Q2 2025. 1,666 funds tracked by Wall St. Rank hold ORLY as of Q2 2026.

  • Mainstay Capital Management held 14,375 shares of O'Reilly Automotive worth $1.32M as of Q2 2026.
  • Mainstay Capital Management sold 419 O'Reilly Automotive shares in Q2 2026, an estimated $38.2K.
  • O'Reilly Automotive made up 0.1% of Mainstay Capital Management's portfolio in Q2 2026, its #68 holding.
  • Mainstay Capital Management first reported a position in O'Reilly Automotive in Q4 2017 and has held it in 6 quarters since.
  • Mainstay Capital Management's O'Reilly Automotive position peaked at $2.45M in Q2 2025.
  • 1,666 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q2 2026.

Based on Mainstay Capital Management's 13F filing for Q2 2026, filed 12 Aug 2026.