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

Vaughan Nelson 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 		– Sell
-1,309,361
Closed -$119M – 244
2025
Q4 		$119M Sell
1,309,361
-254,616
-16% -$24.9M 1.17% 18
2025
Q3 		$169M Sell
1,563,977
-158,426
-9% -$15.9M 1.53% 16
2025
Q2 		$155M Sell
1,722,403
-518,492
-23% -$47.3M 1.45% 18
2025
Q1 		$214M Buy
2,240,895
+146,115
+7% +$12.7M 2.14% 6
2024
Q4 		$166M Sell
2,094,780
-98,310
-4% -$7.93M 1.54% 15
2024
Q3 		$168M Sell
2,193,090
-699,315
-24% -$51.4M 1.5% 18
2024
Q2 		$204M Sell
2,892,405
-275,640
-9% -$19.1M 1.88% 12
2024
Q1 		$238M Sell
3,168,045
-1,605
-0.1% -$112K 2.09% 9
2023
Q4 		$201M Sell
3,169,650
-104,205
-3% -$6.59M 2% 9
2023
Q3 		$198M Buy
+3,273,855
New +$205M 2.24% 6

Other funds holding ORLY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $204B AUM 27.99% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Vaughan Nelson Investment Management's ORLY Position: Q1 2026 in Review

Vaughan Nelson Investment Management sold out of O'Reilly Automotive (ORLY) in Q1 2026, closing a stake of 1,309,361 shares — an estimated $119M sold.

Vaughan Nelson Investment Management first reported a position in ORLY in Q3 2023 and held it in 10 quarters. The position peaked at $238M in Q1 2024. 1,654 funds tracked by Wall St. Rank hold ORLY as of Q1 2026.

  • Vaughan Nelson Investment Management reported no remaining O'Reilly Automotive position as of Q1 2026 after selling out during the quarter.
  • Vaughan Nelson Investment Management sold 1,309,361 O'Reilly Automotive shares in Q1 2026, an estimated $119M.
  • Vaughan Nelson Investment Management first reported a position in O'Reilly Automotive in Q3 2023 and held it in 10 quarters.
  • Vaughan Nelson Investment Management's O'Reilly Automotive position peaked at $238M in Q1 2024.
  • 1,654 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q1 2026.

Based on Vaughan Nelson Investment Management's 13F filing for Q1 2026, filed 16 Apr 2026.