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

Rakuten 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
Q1 		$16.1M Buy
174,594
+17,804
+11% +$1.67M 0.03% 105
2025
Q4 		$14.4M Sell
156,790
-3,232,663
-95% -$316M 0.05% 117
2025
Q3 		$616M Buy
+3,389,453
New +$341M 2.19% 5
2025
Q1 		$10.4M Buy
+110,295
New +$9.6M 0.05% 107
2024
Q3 		$5.3M Buy
69,330
+17,175
+33% +$1.26M 0.03% 107
2024
Q2 		$3.68M Buy
52,155
+19,830
+61% +$1.37M 0.02% 108
2024
Q1 		$2.43M Buy
32,325
+30,120
+1,366% +$2.11M 0.02% 107
2023
Q4 		$138K Buy
+2,205
New +$139K ﹤0.01% 141

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

Rakuten Investment Management's ORLY Position: Q1 2026 in Review

Rakuten Investment Management increased its O'Reilly Automotive (ORLY) stake by 11% in Q1 2026, buying an estimated $1.67M and bringing the position to 174,594 shares worth $16.1M. The position accounts for 0.03% of the portfolio, ranked #105.

Rakuten Investment Management first reported a position in ORLY in Q4 2023 and has held it in 8 quarters since. The position peaked at $616M in Q3 2025. 1,651 funds tracked by Wall St. Rank hold ORLY as of Q1 2026.

  • Rakuten Investment Management held 174,594 shares of O'Reilly Automotive worth $16.1M as of Q1 2026.
  • Rakuten Investment Management bought 17,804 O'Reilly Automotive shares in Q1 2026, an estimated $1.67M.
  • O'Reilly Automotive made up 0.03% of Rakuten Investment Management's portfolio in Q1 2026, its #105 holding.
  • Rakuten Investment Management first reported a position in O'Reilly Automotive in Q4 2023 and has held it in 8 quarters since.
  • Rakuten Investment Management's O'Reilly Automotive position peaked at $616M in Q3 2025.
  • 1,651 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q1 2026.

Based on Rakuten Investment Management's 13F filing for Q1 2026, filed 12 May 2026.