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Morningstar Investment Management’s O'Reilly Automotive ORLY Stock Holding History

Morningstar Investment 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 		$5.06M Hold
54,821
– – 0.31% 71
2026
Q1 		$5.06M Buy
54,821
+2,737
+5% +$257K 0.31% 71
2025
Q4 		$4.75M Sell
52,084
-17
-0% -$1.66K 0.28% 79
2025
Q3 		$5.62M Buy
52,101
+39,576
+316% +$3.98M 0.21% 127
2025
Q2 		$1.13M Buy
+12,525
New +$1.14M 0.1% 64
2025
Q1 		– Sell
-13,995
Closed -$1.11M – 177
2024
Q4 		$1.11M Hold
13,995
– – 0.09% 65
2024
Q3 		$1.12M Buy
13,995
+600
+4% +$44.1K 0.11% 78
2024
Q2 		$943K Hold
13,395
– – 0.1% 86
2024
Q1 		$1.01M Hold
13,395
– – 0.11% 81
2023
Q4 		$848K Buy
13,395
+360
+3% +$22.8K 0.1% 92
2023
Q3 		$790K Hold
13,035
– – 0.11% 70
2023
Q2 		$830K Buy
+13,035
New +$796K 0.11% 72

Other funds holding ORLY

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
WF
Welch & Forbes Boston, Massachusetts $8.23B AUM 17.62% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
AAIS
ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return
HIC
Harvey Investment Company Louisville, Kentucky $918M AUM 14.93% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.53B AUM 28.91% 1-Year Est. Return

Morningstar Investment Management's ORLY Position: Q2 2026 in Review

Morningstar Investment Management held its O'Reilly Automotive (ORLY) position steady in Q2 2026 at 54,821 shares worth $5.06M. The position accounts for 0.31% of the portfolio, ranked #71.

Morningstar Investment Management first reported a position in ORLY in Q2 2023 and has held it in 12 quarters since. The position peaked at $5.62M in Q3 2025. 683 funds tracked by Wall St. Rank hold ORLY as of Q2 2026.

  • Morningstar Investment Management held 54,821 shares of O'Reilly Automotive worth $5.06M as of Q2 2026.
  • Morningstar Investment Management left its O'Reilly Automotive share count unchanged in Q2 2026.
  • O'Reilly Automotive made up 0.31% of Morningstar Investment Management's portfolio in Q2 2026, its #71 holding.
  • Morningstar Investment Management first reported a position in O'Reilly Automotive in Q2 2023 and has held it in 12 quarters since.
  • Morningstar Investment Management's O'Reilly Automotive position peaked at $5.62M in Q3 2025.
  • 683 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q2 2026.

Based on Morningstar Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.