Mizuho Securities USA’s O'Reilly Automotive ORLY Stock Holding History

Mizuho Securities USA’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	$4.7M	Sell	50,897 -10,565	-17%	-$991K	0.11%	200
2025 Q4	$6.25M	Sell	61,462 -337	-0.5%	-$32.9K	0.1%	166
2025 Q3	$6.41M	Buy	61,799 +2,717	+5%	+$273K	0.13%	155
2025 Q2	$5.33M	Sell	59,082 -9,963	-14%	-$908K	0.11%	187
2025 Q1	$6.59M	Sell	69,045 -13,035	-16%	-$1.13M	0.14%	145
2024 Q4	$6.49M	Buy	82,080 +25,665	+45%	+$2.07M	0.12%	167
2024 Q3	$4.33M	Sell	56,415 -11,715	-17%	-$861K	0.09%	196
2024 Q2	$4.8M	Buy	+68,130	New	+$4.71M	0.11%	184
2015 Q2	–	Sell	-43,830	Closed	-$632K	–	238
2015 Q1	$632K	Sell	43,830 -1,620	-4%	-$21.8K	0.08%	139
2014 Q4	$584K	Buy	45,450 +18,360	+68%	+$215K	0.06%	146
2014 Q3	$272K	Buy	+27,090	New	+$277K	0.03%	127
2014 Q1	–	Sell	-193,920	Closed	-$1.66M	–	84
2013 Q4	$1.66M	Buy	193,920 +53,490	+38%	+$451K	0.14%	102
2013 Q3	$1.19M	Sell	140,430 -27,315	-16%	-$223K	0.08%	99
2013 Q2	$1.26M	Buy	+167,745	New	+$1.21M	0.06%	97

Other funds holding ORLY

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mizuho Securities USA's ORLY Position: Q1 2026 in Review

Mizuho Securities USA reduced its O'Reilly Automotive (ORLY) stake by 17% in Q1 2026, selling an estimated $991K and leaving 50,897 shares worth $4.7M. The position accounts for 0.11% of the portfolio, ranked #200.

Mizuho Securities USA first reported a position in ORLY in Q2 2013 and has held it in 14 quarters since. The position peaked at $6.59M in Q1 2025. 1,649 funds tracked by Wall St. Rank hold ORLY as of Q1 2026.

Mizuho Securities USA held 50,897 shares of O'Reilly Automotive worth $4.7M as of Q1 2026.
Mizuho Securities USA sold 10,565 O'Reilly Automotive shares in Q1 2026, an estimated $991K.
O'Reilly Automotive made up 0.11% of Mizuho Securities USA's portfolio in Q1 2026, its #200 holding.
Mizuho Securities USA first reported a position in O'Reilly Automotive in Q2 2013 and has held it in 14 quarters since.
Mizuho Securities USA's O'Reilly Automotive position peaked at $6.59M in Q1 2025.
1,649 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q1 2026.

Based on Mizuho Securities USA's 13F filing for Q1 2026, filed 11 May 2026.