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Voleon Capital Management’s O'Reilly Automotive ORLY Stock Holding History

Voleon Capital 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 		$50.8M Buy
551,949
+139,711
+34% +$12.7M 0.93% 16
2026
Q1 		$38.1M Buy
412,238
+104,819
+34% +$9.83M 0.82% 14
2025
Q4 		$28M Buy
307,419
+240,870
+362% +$23.5M 0.6% 26
2025
Q3 		$7.17M Buy
66,549
+25,416
+62% +$2.55M 0.18% 116
2025
Q2 		$3.71M Sell
41,133
-6,702
-14% -$611K 0.2% 121
2025
Q1 		$4.57M Sell
47,835
-48,285
-50% -$4.2M 0.36% 70
2024
Q4 		$7.6M Buy
+96,120
New +$7.75M 0.56% 38
2020
Q1 		– Sell
-225,000
Closed -$6.57M – 105
2019
Q4 		$6.57M Buy
+225,000
New +$6.44M 0.38% 52

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 $3.37T AUM 44.26% 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

Voleon Capital Management's ORLY Position: Q2 2026 in Review

Voleon Capital Management increased its O'Reilly Automotive (ORLY) stake by 34% in Q2 2026, buying an estimated $12.7M and bringing the position to 551,949 shares worth $50.8M. The position accounts for 0.93% of the portfolio, ranked #16.

Voleon Capital Management first reported a position in ORLY in Q4 2019 and has held it in 8 quarters since. 1,662 funds tracked by Wall St. Rank hold ORLY as of Q2 2026.

  • Voleon Capital Management held 551,949 shares of O'Reilly Automotive worth $50.8M as of Q2 2026.
  • Voleon Capital Management bought 139,711 O'Reilly Automotive shares in Q2 2026, an estimated $12.7M.
  • O'Reilly Automotive made up 0.93% of Voleon Capital Management's portfolio in Q2 2026, its #16 holding.
  • Voleon Capital Management first reported a position in O'Reilly Automotive in Q4 2019 and has held it in 8 quarters since.
  • 1,662 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q2 2026.

Based on Voleon Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.