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Polymer Capital Management’s O'Reilly Automotive ORLY Stock Holding History

Polymer 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
Q2 		– Sell
-15,950
Closed -$1.47M – 887
2026
Q1 		$1.47M Buy
15,950
+6,810
+75% +$639K 0.15% 158
2025
Q4 		$834K Buy
9,140
+2,112
+30% +$206K 0.09% 340
2025
Q3 		$758K Buy
7,028
+4,397
+167% +$442K 0.08% 291
2025
Q2 		$237K Buy
+2,631
New +$240K 0.03% 491
2025
Q1 		– Sell
-2,625
Closed -$208K – 583
2024
Q4 		$208K Buy
+2,625
New +$212K 0.06% 299

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 $3.37T AUM 44.26% 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
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return

Polymer Capital Management's ORLY Position: Q2 2026 in Review

Polymer Capital Management sold out of O'Reilly Automotive (ORLY) in Q2 2026, closing a stake of 15,950 shares — an estimated $1.47M sold.

Polymer Capital Management first reported a position in ORLY in Q4 2024 and held it in 5 quarters. The position peaked at $1.47M in Q1 2026. 1,658 funds tracked by Wall St. Rank hold ORLY as of Q2 2026.

  • Polymer Capital Management reported no remaining O'Reilly Automotive position as of Q2 2026 after selling out during the quarter.
  • Polymer Capital Management sold 15,950 O'Reilly Automotive shares in Q2 2026, an estimated $1.47M.
  • Polymer Capital Management first reported a position in O'Reilly Automotive in Q4 2024 and held it in 5 quarters.
  • Polymer Capital Management's O'Reilly Automotive position peaked at $1.47M in Q1 2026.
  • 1,658 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q2 2026.

Based on Polymer Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.