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

OP 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 		$11.5M Buy
124,664
+7,390
+6% +$674K 0.12% 127
2026
Q1 		$10.8M Buy
117,274
+23,975
+26% +$2.25M 0.09% 136
2025
Q4 		$8.51M Sell
93,299
-14,089
-13% -$1.38M 0.1% 154
2025
Q3 		$11.6M Buy
107,388
+566
+0.5% +$56.9K 0.15% 108
2025
Q2 		$9.63M Buy
106,822
+2,152
+2% +$196K 0.14% 124
2025
Q1 		$10M Buy
+104,670
New +$9.11M 0.17% 105

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

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

OP Asset Management increased its O'Reilly Automotive (ORLY) stake by 6.3% in Q2 2026, buying an estimated $674K and bringing the position to 124,664 shares worth $11.5M. The position accounts for 0.12% of the portfolio, ranked #127.

OP Asset Management first reported a position in ORLY in Q1 2025 and has held it in 6 quarters since. The position peaked at $11.6M in Q3 2025. 1,666 funds tracked by Wall St. Rank hold ORLY as of Q2 2026.

  • OP Asset Management held 124,664 shares of O'Reilly Automotive worth $11.5M as of Q2 2026.
  • OP Asset Management bought 7,390 O'Reilly Automotive shares in Q2 2026, an estimated $674K.
  • O'Reilly Automotive made up 0.12% of OP Asset Management's portfolio in Q2 2026, its #127 holding.
  • OP Asset Management first reported a position in O'Reilly Automotive in Q1 2025 and has held it in 6 quarters since.
  • OP Asset Management's O'Reilly Automotive position peaked at $11.6M in Q3 2025.
  • 1,666 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q2 2026.

Based on OP Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.