AWE
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Avidian Wealth Enterprises’s O'Reilly Automotive ORLY Stock Holding History

Avidian Wealth Enterprises’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
Q3 		$244K Sell
2,851
-648
-19% -$57K 0.01% 667
2026
Q2 		$322K Buy
3,499
+228
+7% +$20.8K 0.01% 576
2026
Q1 		$302K Buy
3,271
+609
+23% +$57.1K 0.01% 544
2025
Q4 		$243K Sell
2,662
-197
-7% -$19.2K 0.01% 515
2025
Q3 		$308K Buy
2,859
+324
+13% +$32.6K 0.01% 463
2025
Q2 		$228K Sell
2,535
-285
-10% -$26K 0.01% 493
2025
Q1 		$269K Buy
2,820
+90
+3% +$7.83K 0.01% 441
2024
Q4 		$216K Sell
2,730
-465
-15% -$37.5K 0.01% 470
2024
Q3 		$245K Sell
3,195
-615
-16% -$45.2K 0.01% 438
2024
Q2 		$268K Buy
3,810
+975
+34% +$67.4K 0.01% 416
2024
Q1 		$213K Buy
+2,835
New +$198K 0.01% 412

Other funds holding ORLY

FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
OMC
Overbrook Management Corp New York $643M AUM 29.06% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
HCM
Horrell Capital Management Little Rock, Arkansas $189M AUM 7.99% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Avidian Wealth Enterprises's ORLY Position: Q3 2026 in Review

Avidian Wealth Enterprises reduced its O'Reilly Automotive (ORLY) stake by 19% in Q3 2026, selling an estimated $57K and leaving 2,851 shares worth $244K. The position accounts for 0.01% of the portfolio, ranked #667.

Avidian Wealth Enterprises first reported a position in ORLY in Q1 2024 and has held it in 11 quarters since. The position peaked at $322K in Q2 2026. 56 funds tracked by Wall St. Rank hold ORLY as of Q3 2026.

  • Avidian Wealth Enterprises held 2,851 shares of O'Reilly Automotive worth $244K as of Q3 2026.
  • Avidian Wealth Enterprises sold 648 O'Reilly Automotive shares in Q3 2026, an estimated $57K.
  • O'Reilly Automotive made up 0.01% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #667 holding.
  • Avidian Wealth Enterprises first reported a position in O'Reilly Automotive in Q1 2024 and has held it in 11 quarters since.
  • Avidian Wealth Enterprises's O'Reilly Automotive position peaked at $322K in Q2 2026.
  • 56 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.