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Arete Wealth Advisors’s O'Reilly Automotive ORLY Stock Holding History

Arete Wealth Advisors’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
-2,819
Closed -$257K – 612
2025
Q4 		$257K Buy
2,819
+40
+1% +$3.91K 0.02% 645
2025
Q3 		$297K Sell
2,779
-26
-0.9% -$2.61K 0.02% 609
2025
Q2 		$253K Sell
2,805
-165
-6% -$15K 0.02% 617
2025
Q1 		$284K Buy
2,970
+315
+12% +$27.4K 0.02% 553
2024
Q4 		$210K Buy
+2,655
New +$214K 0.02% 685
2020
Q4 		– Sell
-19,530
Closed -$597K – 435
2020
Q3 		$597K Buy
19,530
+525
+3% +$16K 0.09% 188
2020
Q2 		$534K Sell
19,005
-600
-3% -$15.7K 0.09% 210
2020
Q1 		$393K Sell
19,605
-990
-5% -$25.3K 0.08% 214
2019
Q4 		$602K Buy
20,595
+30
+0.1% +$858 0.1% 211
2019
Q3 		$546K Buy
20,565
+780
+4% +$20.1K 0.1% 205
2019
Q2 		$487K Hold
19,785
– – 0.09% 225
2019
Q1 		$512K Buy
19,785
+10,335
+109% +$250K 0.11% 203
2018
Q4 		$217K Buy
+9,450
New +$215K 0.05% 324

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

Arete Wealth Advisors's ORLY Position: Q1 2026 in Review

Arete Wealth Advisors sold out of O'Reilly Automotive (ORLY) in Q1 2026, closing a stake of 2,819 shares — an estimated $257K sold.

Arete Wealth Advisors first reported a position in ORLY in Q4 2018 and held it in 13 quarters. The position peaked at $602K in Q4 2019. 1,649 funds tracked by Wall St. Rank hold ORLY as of Q1 2026.

  • Arete Wealth Advisors reported no remaining O'Reilly Automotive position as of Q1 2026 after selling out during the quarter.
  • Arete Wealth Advisors sold 2,819 O'Reilly Automotive shares in Q1 2026, an estimated $257K.
  • Arete Wealth Advisors first reported a position in O'Reilly Automotive in Q4 2018 and held it in 13 quarters.
  • Arete Wealth Advisors's O'Reilly Automotive position peaked at $602K in Q4 2019.
  • 1,649 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q1 2026.

Based on Arete Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.