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Capital Advisory Group Advisory Services’s O'Reilly Automotive ORLY Stock Holding History

Capital Advisory Group Advisory Services’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
-5,702
Closed -$520K – 111
2025
Q4 		$520K Buy
5,702
+107
+2% +$10.5K 0.15% 112
2025
Q3 		$603K Buy
5,595
+135
+2% +$13.6K 0.19% 103
2025
Q2 		$492K Sell
5,460
-150
-3% -$13.7K 0.18% 113
2025
Q1 		$536K Hold
5,610
– – 0.2% 106
2024
Q4 		$443K Hold
5,610
– – 0.16% 118
2024
Q3 		$431K Hold
5,610
– – 0.17% 113
2024
Q2 		$395K Hold
5,610
– – 0.17% 108
2024
Q1 		$422K Hold
5,610
– – 0.2% 102
2023
Q4 		$355K Sell
5,610
-150
-3% -$9.48K 0.19% 101
2023
Q3 		$349K Buy
+5,760
New +$361K 0.2% 108
2023
Q2 		– Sell
-6,420
Closed -$363K – 128
2023
Q1 		$363K Hold
6,420
– – 0.22% 103
2022
Q4 		$361K Hold
6,420
– – 0.25% 95
2022
Q3 		$301K Sell
6,420
-210
-3% -$9.79K 0.21% 101
2022
Q2 		$270K Buy
6,630
+75
+1% +$3.23K 0.16% 117
2022
Q1 		$299K Sell
6,555
-60
-0.9% -$2.68K 0.14% 123
2021
Q4 		$311K Buy
6,615
+30
+0.5% +$1.3K 0.14% 125
2021
Q3 		$268K Sell
6,585
-270
-4% -$10.8K 0.1% 167
2021
Q2 		$259K Sell
6,855
-60
-0.9% -$2.15K 0.09% 168
2021
Q1 		$234K Buy
6,915
+360
+5% +$11.2K 0.09% 172
2020
Q4 		$198K Buy
6,555
+1,230
+23% +$37.1K 0.08% 186
2020
Q3 		$164K Hold
5,325
– – 0.09% 154
2020
Q2 		$150K Buy
+5,325
New +$139K 0.08% 159

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

Capital Advisory Group Advisory Services's ORLY Position: Q1 2026 in Review

Capital Advisory Group Advisory Services sold out of O'Reilly Automotive (ORLY) in Q1 2026, closing a stake of 5,702 shares — an estimated $520K sold.

Capital Advisory Group Advisory Services first reported a position in ORLY in Q2 2020 and held it in 22 quarters. The position peaked at $603K in Q3 2025. 1,649 funds tracked by Wall St. Rank hold ORLY as of Q1 2026.

  • Capital Advisory Group Advisory Services reported no remaining O'Reilly Automotive position as of Q1 2026 after selling out during the quarter.
  • Capital Advisory Group Advisory Services sold 5,702 O'Reilly Automotive shares in Q1 2026, an estimated $520K.
  • Capital Advisory Group Advisory Services first reported a position in O'Reilly Automotive in Q2 2020 and held it in 22 quarters.
  • Capital Advisory Group Advisory Services's O'Reilly Automotive position peaked at $603K in Q3 2025.
  • 1,649 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q1 2026.

Based on Capital Advisory Group Advisory Services's 13F filing for Q1 2026, filed 15 Apr 2026.