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Waterloo Capital’s O'Reilly Automotive ORLY Stock Holding History

Waterloo Capital’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 		$219K Buy
+2,377
New +$217K 0.01% 530
2025
Q4 		– Sell
-4,346
Closed -$469K – 487
2025
Q3 		$469K Buy
+4,346
New +$437K 0.03% 291
2025
Q2 		– Sell
-2,670
Closed -$255K – 476
2025
Q1 		$255K Buy
+2,670
New +$232K 0.02% 345

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

Waterloo Capital's ORLY Position: Q2 2026 in Review

Waterloo Capital opened a new position in O'Reilly Automotive (ORLY) in Q2 2026: 2,377 shares worth $219K. The stake represents 0.01% of the portfolio and ranks #530 among its holdings. This is a return to the name: Waterloo Capital previously reported a position in ORLY as recently as Q3 2025.

Waterloo Capital first reported a position in ORLY in Q1 2025 and has held it in 3 quarters since. The position peaked at $469K in Q3 2025. 1,659 funds tracked by Wall St. Rank hold ORLY as of Q2 2026.

  • Waterloo Capital held 2,377 shares of O'Reilly Automotive worth $219K as of Q2 2026.
  • O'Reilly Automotive was a new Waterloo Capital position in Q2 2026.
  • O'Reilly Automotive made up 0.01% of Waterloo Capital's portfolio in Q2 2026, its #530 holding.
  • Waterloo Capital first reported a position in O'Reilly Automotive in Q1 2025 and has held it in 3 quarters since.
  • Waterloo Capital's O'Reilly Automotive position peaked at $469K in Q3 2025.
  • 1,659 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q2 2026.

Based on Waterloo Capital's 13F filing for Q2 2026, filed 29 Jul 2026.