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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mainstay Capital Management's ORLY Position: Q1 2026 in Review

Mainstay Capital Management increased its O'Reilly Automotive (ORLY) stake by 1.8% in Q1 2026, buying an estimated $23.9K and bringing the position to 14,794 shares worth $1.37M. The position accounts for 0.11% of the portfolio, ranked #63.

Mainstay Capital Management first reported a position in ORLY in Q4 2017 and has held it in 5 quarters since. The position peaked at $2.45M in Q2 2025. 1,651 funds tracked by Wall St. Rank hold ORLY as of Q1 2026.

  • Mainstay Capital Management held 14,794 shares of O'Reilly Automotive worth $1.37M as of Q1 2026.
  • Mainstay Capital Management bought 255 O'Reilly Automotive shares in Q1 2026, an estimated $23.9K.
  • O'Reilly Automotive made up 0.11% of Mainstay Capital Management's portfolio in Q1 2026, its #63 holding.
  • Mainstay Capital Management first reported a position in O'Reilly Automotive in Q4 2017 and has held it in 5 quarters since.
  • Mainstay Capital Management's O'Reilly Automotive position peaked at $2.45M in Q2 2025.
  • 1,651 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q1 2026.

Based on Mainstay Capital Management's 13F filing for Q1 2026, filed 12 May 2026.