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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
Q2 		$18M Buy
200,125
+25,531
+15% +$2.33M 0.05% 114
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 $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

Rakuten Investment Management's ORLY Position: Q2 2026 in Review

Rakuten Investment Management increased its O'Reilly Automotive (ORLY) stake by 15% in Q2 2026, buying an estimated $2.33M and bringing the position to 200,125 shares worth $18M. The position accounts for 0.05% of the portfolio, ranked #114.

Rakuten Investment Management first reported a position in ORLY in Q4 2023 and has held it in 9 quarters since. The position peaked at $616M in Q3 2025. 1,666 funds tracked by Wall St. Rank hold ORLY as of Q2 2026.

  • Rakuten Investment Management held 200,125 shares of O'Reilly Automotive worth $18M as of Q2 2026.
  • Rakuten Investment Management bought 25,531 O'Reilly Automotive shares in Q2 2026, an estimated $2.33M.
  • O'Reilly Automotive made up 0.05% of Rakuten Investment Management's portfolio in Q2 2026, its #114 holding.
  • Rakuten Investment Management first reported a position in O'Reilly Automotive in Q4 2023 and has held it in 9 quarters since.
  • Rakuten Investment Management's O'Reilly Automotive position peaked at $616M in Q3 2025.
  • 1,666 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q2 2026.

Based on Rakuten Investment Management's 13F filing for Q2 2026, filed 18 Aug 2026.