Securian Asset Management’s O'Reilly Automotive ORLY Stock Holding History

Securian 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	$2.11M	Sell	22,839 -113	-0.5%	-$10.6K	0.08%	157
2025 Q4	$2.09M	Sell	22,952 -18,025	-44%	-$1.76M	0.08%	155
2025 Q3	$4.42M	Sell	40,977 -3,715	-8%	-$373K	0.12%	138
2025 Q2	$4.03M	Sell	44,692 -1,058	-2%	-$96.5K	0.11%	150
2025 Q1	$4.37M	Sell	45,750 -735	-2%	-$63.9K	0.13%	135
2024 Q4	$3.67M	Sell	46,485 -2,250	-5%	-$181K	0.11%	159
2024 Q3	$3.74M	Sell	48,735 -3,210	-6%	-$236K	0.11%	161
2024 Q2	$3.66M	Hold	51,945	–	–	0.11%	160
2024 Q1	$3.91M	Sell	51,945 -6,240	-11%	-$436K	0.11%	159
2023 Q4	$3.69M	Sell	58,185 -8,145	-12%	-$515K	0.1%	164
2023 Q3	$4.02M	Sell	66,330 -10,335	-13%	-$648K	0.12%	150
2023 Q2	$4.88M	Sell	76,665 -4,245	-5%	-$259K	0.13%	147
2023 Q1	$4.58M	Hold	80,910	–	–	0.12%	150
2022 Q4	$4.55M	Sell	80,910 -825	-1%	-$44.4K	0.13%	154
2022 Q3	$3.83M	Sell	81,735 -1,875	-2%	-$87.4K	0.11%	160
2022 Q2	$3.52M	Sell	83,610 -4,020	-5%	-$173K	0.08%	223
2022 Q1	$4M	Hold	87,630	–	–	0.08%	246
2021 Q4	$4.13M	Sell	87,630 -1,170	-1%	-$50.6K	0.08%	243
2021 Q3	$3.62M	Sell	88,800 -3,555	-4%	-$142K	0.07%	252
2021 Q2	$3.49M	Hold	92,355	–	–	0.07%	259
2021 Q1	$3.12M	Sell	92,355 -5,385	-6%	-$167K	0.07%	280
2020 Q4	$2.95M	Sell	97,740 -5,805	-6%	-$175K	0.07%	283
2020 Q3	$3.18M	Sell	103,545 -3,210	-3%	-$97.5K	0.08%	240
2020 Q2	$3M	Sell	106,755 -8,355	-7%	-$218K	0.08%	239
2020 Q1	$2.31M	Sell	115,110 -1,785	-2%	-$45.6K	0.07%	259
2019 Q4	$3.42M	Sell	116,895 -3,090	-3%	-$88.4K	0.08%	256
2019 Q3	$3.19M	Sell	119,985 -4,650	-4%	-$120K	0.07%	267
2019 Q2	$3.07M	Hold	124,635	–	–	0.07%	268
2019 Q1	$3.23M	Hold	124,635	–	–	0.08%	254
2018 Q4	$2.86M	Buy	124,635 +930	+0.8%	+$21.2K	0.08%	250
2018 Q3	$2.86M	Sell	123,705 -3,000	-2%	-$63.8K	0.07%	272
2018 Q2	$2.31M	Sell	126,705 -3,525	-3%	-$61.4K	0.06%	307
2018 Q1	$2.15M	Hold	130,230	–	–	0.06%	327
2017 Q4	$2.09M	Sell	130,230 -3,915	-3%	-$58.3K	0.05%	338
2017 Q3	$1.93M	Sell	134,145 -5,250	-4%	-$69.3K	0.05%	347
2017 Q2	$2.03M	Hold	139,395	–	–	0.05%	331
2017 Q1	$2.51M	Sell	139,395 -3,210	-2%	-$58K	0.07%	284
2016 Q4	$2.65M	Sell	142,605 -1,500	-1%	-$27.4K	0.07%	270
2016 Q3	$2.69M	Sell	144,105 -1,545	-1%	-$29K	0.07%	255
2016 Q2	$2.63M	Buy	145,650 +1,500	+1%	+$26.5K	0.07%	252
2016 Q1	$2.63M	Hold	144,150	–	–	0.08%	248
2015 Q4	$2.44M	Buy	144,150 +2,265	+2%	+$39.3K	0.07%	261
2015 Q3	$2.37M	Sell	141,885 -4,500	-3%	-$72.7K	0.08%	241
2015 Q2	$2.21M	Buy	146,385 +1,740	+1%	+$25.8K	0.07%	271
2015 Q1	$2.08M	Buy	144,645 +6,660	+5%	+$89.5K	0.06%	299
2014 Q4	$1.77M	Sell	137,985 -15	-0%	-$176	0.05%	316
2014 Q3	$1.38M	Sell	138,000 -4,710	-3%	-$48.1K	0.05%	355
2014 Q2	$1.43M	Buy	142,710 +1,500	+1%	+$14.8K	0.05%	337
2014 Q1	$1.4M	Sell	141,210 -3,060	-2%	-$29.2K	0.05%	332
2013 Q4	$1.24M	Hold	144,270	–	–	0.05%	377
2013 Q3	$1.23M	Hold	144,270	–	–	0.05%	362
2013 Q2	$1.08M	Buy	+144,270	New	+$1.04M	0.04%	373

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

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

Securian Asset Management reduced its O'Reilly Automotive (ORLY) stake by 0.49% in Q1 2026, selling an estimated $10.6K and leaving 22,839 shares worth $2.11M. The position accounts for 0.08% of the portfolio, ranked #157.

Securian Asset Management first reported a position in ORLY in Q2 2013 and has held it in 52 quarters since. The position peaked at $4.88M in Q2 2023. 1,649 funds tracked by Wall St. Rank hold ORLY as of Q1 2026.

Securian Asset Management held 22,839 shares of O'Reilly Automotive worth $2.11M as of Q1 2026.
Securian Asset Management sold 113 O'Reilly Automotive shares in Q1 2026, an estimated $10.6K.
O'Reilly Automotive made up 0.08% of Securian Asset Management's portfolio in Q1 2026, its #157 holding.
Securian Asset Management first reported a position in O'Reilly Automotive in Q2 2013 and has held it in 52 quarters since.
Securian Asset Management's O'Reilly Automotive position peaked at $4.88M in Q2 2023.
1,649 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q1 2026.

Based on Securian Asset Management's 13F filing for Q1 2026, filed 1 May 2026.