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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
Q1 		$10.8M Buy
117,274
+23,975
+26% +$2.25M 0.11% 128
2025
Q4 		$8.51M Sell
93,299
-14,089
-13% -$1.38M 0.1% 158
2025
Q3 		$11.6M Buy
107,388
+566
+0.5% +$56.9K 0.15% 112
2025
Q2 		$9.63M Buy
106,822
+2,152
+2% +$196K 0.14% 126
2025
Q1 		$10M Buy
+104,670
New +$9.11M 0.16% 110

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

OP Asset Management's ORLY Position: Q1 2026 in Review

OP Asset Management increased its O'Reilly Automotive (ORLY) stake by 26% in Q1 2026, buying an estimated $2.25M and bringing the position to 117,274 shares worth $10.8M. The position accounts for 0.11% of the portfolio, ranked #128.

OP Asset Management first reported a position in ORLY in Q1 2025 and has held it in 5 quarters since. The position peaked at $11.6M in Q3 2025. 1,649 funds tracked by Wall St. Rank hold ORLY as of Q1 2026.

  • OP Asset Management held 117,274 shares of O'Reilly Automotive worth $10.8M as of Q1 2026.
  • OP Asset Management bought 23,975 O'Reilly Automotive shares in Q1 2026, an estimated $2.25M.
  • O'Reilly Automotive made up 0.11% of OP Asset Management's portfolio in Q1 2026, its #128 holding.
  • OP Asset Management first reported a position in O'Reilly Automotive in Q1 2025 and has held it in 5 quarters since.
  • OP Asset Management's O'Reilly Automotive position peaked at $11.6M in Q3 2025.
  • 1,649 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q1 2026.

Based on OP Asset Management's 13F filing for Q1 2026, filed 9 Apr 2026.