AWM
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AE Wealth Management’s O'Reilly Automotive ORLY Stock Holding History

AE Wealth 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 		$5.17M Buy
55,995
+8,119
+17% +$761K 0.03% 412
2025
Q4 		$4.37M Buy
47,876
+31,506
+192% +$3.08M 0.03% 427
2025
Q3 		$1.76M Sell
16,370
-636
-4% -$63.9K 0.01% 603
2025
Q2 		$1.53M Sell
17,006
-1,159
-6% -$106K 0.01% 605
2025
Q1 		$1.73M Buy
18,165
+1,110
+7% +$96.6K 0.01% 561
2024
Q4 		$1.35M Buy
17,055
+240
+1% +$19.4K 0.01% 637
2024
Q3 		$1.29M Buy
16,815
+2,415
+17% +$177K 0.01% 647
2024
Q2 		$1.01M Buy
14,400
+945
+7% +$65.3K 0.01% 699
2024
Q1 		$1.01M Sell
13,455
-43,230
-76% -$3.02M 0.01% 648
2023
Q4 		$3.86M Buy
56,685
+3,480
+7% +$220K 0.02% 677
2023
Q3 		$3.22M Buy
53,205
+3,075
+6% +$193K 0.02% 684
2023
Q2 		$3.19M Sell
50,130
-10,890
-18% -$665K 0.02% 688
2023
Q1 		$3.45M Sell
61,020
-87,810
-59% -$4.81M 0.02% 612
2022
Q4 		$8.37M Buy
148,830
+101,085
+212% +$5.44M 0.06% 360
2022
Q3 		$2.24M Sell
47,745
-15,525
-25% -$724K 0.02% 659
2022
Q2 		$2.67M Sell
63,270
-91,080
-59% -$3.92M 0.02% 573
2022
Q1 		$7.05M Buy
154,350
+94,380
+157% +$4.22M 0.05% 359
2021
Q4 		$2.82M Buy
59,970
+7,215
+14% +$312K 0.02% 589
2021
Q3 		$2.15M Buy
52,755
+4,290
+9% +$172K 0.02% 624
2021
Q2 		$1.83M Buy
48,465
+2,205
+5% +$79.1K 0.02% 667
2021
Q1 		$1.56M Buy
46,260
+3,855
+9% +$119K 0.02% 642
2020
Q4 		$1.28M Buy
42,405
+1,455
+4% +$43.9K 0.01% 637
2020
Q3 		$1.26M Buy
40,950
+9,315
+29% +$283K 0.02% 567
2020
Q2 		$889K Sell
31,635
-150
-0.5% -$3.92K 0.01% 666
2020
Q1 		$638K Sell
31,785
-8,940
-22% -$228K 0.01% 609
2019
Q4 		$1.19M Sell
40,725
-2,130
-5% -$60.9K 0.03% 495
2019
Q3 		$1.14M Buy
42,855
+12,435
+41% +$321K 0.03% 416
2019
Q2 		$749K Buy
30,420
+2,580
+9% +$65.4K 0.02% 479
2019
Q1 		$721K Buy
27,840
+8,385
+43% +$203K 0.05% 269
2018
Q4 		$447K Buy
19,455
+5,250
+37% +$120K 0.08% 265
2018
Q3 		$329K Buy
14,205
+420
+3% +$8.93K 0.02% 421
2018
Q2 		$251K Buy
13,785
+90
+0.7% +$1.57K 0.02% 372
2018
Q1 		$226K Sell
13,695
-3,720
-21% -$62.9K 0.02% 383
2017
Q4 		$279K Sell
17,415
-40,530
-70% -$603K 0.02% 333
2017
Q3 		$832K Buy
57,945
+21,120
+57% +$279K 0.08% 178
2017
Q2 		$537K Sell
36,825
-4,425
-11% -$72.3K 0.06% 222
2017
Q1 		$742K Buy
41,250
+17,130
+71% +$309K 0.14% 141
2016
Q4 		$448K Buy
+24,120
New +$441K 0.18% 123

Other funds holding ORLY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $187B AUM 18.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AE Wealth Management's ORLY Position: Q1 2026 in Review

AE Wealth Management increased its O'Reilly Automotive (ORLY) stake by 17% in Q1 2026, buying an estimated $761K and bringing the position to 55,995 shares worth $5.17M. The position accounts for 0.03% of the portfolio, ranked #412.

AE Wealth Management first reported a position in ORLY in Q4 2016 and has held it in 38 quarters since. The position peaked at $8.37M in Q4 2022. 1,649 funds tracked by Wall St. Rank hold ORLY as of Q1 2026.

  • AE Wealth Management held 55,995 shares of O'Reilly Automotive worth $5.17M as of Q1 2026.
  • AE Wealth Management bought 8,119 O'Reilly Automotive shares in Q1 2026, an estimated $761K.
  • O'Reilly Automotive made up 0.03% of AE Wealth Management's portfolio in Q1 2026, its #412 holding.
  • AE Wealth Management first reported a position in O'Reilly Automotive in Q4 2016 and has held it in 38 quarters since.
  • AE Wealth Management's O'Reilly Automotive position peaked at $8.37M in Q4 2022.
  • 1,649 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.