Principal Securities’s O'Reilly Automotive ORLY Stock Holding History

Principal Securities’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	$4.96M	Buy	53,682 +1,625	+3%	+$152K	0.07%	264
2025 Q4	$4.75M	Sell	52,057 -836	-2%	-$81.7K	0.07%	253
2025 Q3	$5.7M	Sell	52,893 -2,593	-5%	-$261K	0.09%	205
2025 Q2	$5M	Buy	55,486 +15,031	+37%	+$1.37M	0.09%	206
2025 Q1	$3.2M	Buy	40,455 +525	+1%	+$45.7K	0.07%	260
2024 Q4	$3.16M	Buy	39,930 +1,905	+5%	+$154K	0.07%	261
2024 Q3	$2.92M	Buy	38,025 +2,820	+8%	+$207K	0.07%	254
2024 Q2	$2.48M	Buy	35,205 +3,285	+10%	+$227K	0.07%	259
2024 Q1	$2.4M	Buy	31,920 +4,065	+15%	+$284K	0.07%	247
2023 Q4	$1.76M	Buy	+27,855	New	+$1.76M	0.07%	273

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

Principal Securities's ORLY Position: Q1 2026 in Review

Principal Securities increased its O'Reilly Automotive (ORLY) stake by 3.1% in Q1 2026, buying an estimated $152K and bringing the position to 53,682 shares worth $4.96M. The position accounts for 0.07% of the portfolio, ranked #264.

Principal Securities first reported a position in ORLY in Q4 2023 and has held it in 10 quarters since. The position peaked at $5.7M in Q3 2025. 1,649 funds tracked by Wall St. Rank hold ORLY as of Q1 2026.

Principal Securities held 53,682 shares of O'Reilly Automotive worth $4.96M as of Q1 2026.
Principal Securities bought 1,625 O'Reilly Automotive shares in Q1 2026, an estimated $152K.
O'Reilly Automotive made up 0.07% of Principal Securities's portfolio in Q1 2026, its #264 holding.
Principal Securities first reported a position in O'Reilly Automotive in Q4 2023 and has held it in 10 quarters since.
Principal Securities's O'Reilly Automotive position peaked at $5.7M in Q3 2025.
1,649 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q1 2026.

Based on Principal Securities's 13F filing for Q1 2026, filed 13 May 2026.