Winslow Capital Management
ORLY icon

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

Winslow 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 		$278M Buy
3,022,539
+71,391
+2% +$6.51M 0.96% 42
2026
Q1 		$272M Buy
2,951,148
+2,936,318
+19,800% +$275M 1.06% 32
2025
Q4 		$1.35M Sell
14,830
-561
-4% -$54.8K ﹤0.01% 50
2025
Q3 		$1.66M Sell
15,391
-752
-5% -$75.6K 0.01% 50
2025
Q2 		$1.45M Sell
16,143
-3,597,252
-100% -$328M ﹤0.01% 53
2025
Q1 		$345M Sell
3,613,395
-2,195,565
-38% -$191M 1.38% 26
2024
Q4 		$459M Buy
5,808,960
+1,537,485
+36% +$124M 1.63% 18
2024
Q3 		$328M Sell
4,271,475
-1,805,220
-30% -$133M 1.18% 33
2024
Q2 		$428M Sell
6,076,695
-144,480
-2% -$9.99M 1.54% 22
2024
Q1 		$468M Buy
6,221,175
+407,850
+7% +$28.5M 1.76% 18
2023
Q4 		$368M Buy
5,813,325
+1,274,100
+28% +$80.5M 1.53% 22
2023
Q3 		$275M Buy
4,539,225
+581,430
+15% +$36.5M 1.31% 34
2023
Q2 		$252M Sell
3,957,795
-1,341,870
-25% -$81.9M 1.13% 33
2023
Q1 		$300M Buy
+5,299,665
New +$290M 1.53% 28
2019
Q1 		– Sell
-15
Closed – – 94
2018
Q4 		$0 Hold
15
– – ﹤0.01% 100
2018
Q3 		$0 Hold
15
– – ﹤0.01% 96
2018
Q2 		$0 Hold
15
– – ﹤0.01% 99
2018
Q1 		$0 Buy
+15
New +$254 ﹤0.01% 95
2017
Q4 		– Sell
-60
Closed -$1K – 101
2017
Q3 		$1K Hold
60
– – ﹤0.01% 90
2017
Q2 		$1K Sell
60
-9,719,850
-100% -$159M ﹤0.01% 90
2017
Q1 		$175M Sell
9,719,910
-5,942,310
-38% -$107M 0.83% 61
2016
Q4 		$291M Buy
15,662,220
+1,592,280
+11% +$29.1M 1.34% 27
2016
Q3 		$263M Sell
14,069,940
-1,184,250
-8% -$22.2M 1.09% 39
2016
Q2 		$276M Buy
15,254,190
+1,948,740
+15% +$34.5M 1.13% 42
2016
Q1 		$243M Buy
+13,305,450
New +$227M 0.95% 54
2014
Q2 		– Sell
-300
Closed -$3K – 98
2014
Q1 		$3K Buy
+300
New +$2.86K ﹤0.01% 96

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

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

Winslow Capital Management increased its O'Reilly Automotive (ORLY) stake by 2.4% in Q2 2026, buying an estimated $6.51M and bringing the position to 3,022,539 shares worth $278M. The position accounts for 0.96% of the portfolio, ranked #42.

Winslow Capital Management first reported a position in ORLY in Q1 2014 and has held it in 26 quarters since. The position peaked at $468M in Q1 2024. 1,660 funds tracked by Wall St. Rank hold ORLY as of Q2 2026.

  • Winslow Capital Management held 3,022,539 shares of O'Reilly Automotive worth $278M as of Q2 2026.
  • Winslow Capital Management bought 71,391 O'Reilly Automotive shares in Q2 2026, an estimated $6.51M.
  • O'Reilly Automotive made up 0.96% of Winslow Capital Management's portfolio in Q2 2026, its #42 holding.
  • Winslow Capital Management first reported a position in O'Reilly Automotive in Q1 2014 and has held it in 26 quarters since.
  • Winslow Capital Management's O'Reilly Automotive position peaked at $468M in Q1 2024.
  • 1,660 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q2 2026.

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