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Cascade Financial Partners’s O'Reilly Automotive ORLY Stock Holding History

Cascade Financial Partners’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 		$296K Hold
3,203
– – 0.03% 211
2025
Q4 		$292K Hold
3,203
– – 0.03% 210
2025
Q3 		$345K Hold
3,203
– – 0.04% 192
2025
Q2 		$289K Sell
3,203
-7
-0.2% -$638 0.03% 209
2025
Q1 		$306K Hold
3,210
– – 0.04% 193
2024
Q4 		$253K Hold
3,210
– – 0.03% 213
2024
Q3 		$257K Hold
3,210
– – 0.03% 203
2024
Q2 		$226K Hold
3,210
– – 0.03% 213
2024
Q1 		$230K Buy
+3,210
New +$225K 0.03% 208

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

Cascade Financial Partners's ORLY Position: Q1 2026 in Review

Cascade Financial Partners held its O'Reilly Automotive (ORLY) position steady in Q1 2026 at 3,203 shares worth $296K. The position accounts for 0.03% of the portfolio, ranked #211.

Cascade Financial Partners first reported a position in ORLY in Q1 2024 and has held it in 9 quarters since. The position peaked at $345K in Q3 2025. 1,649 funds tracked by Wall St. Rank hold ORLY as of Q1 2026.

  • Cascade Financial Partners held 3,203 shares of O'Reilly Automotive worth $296K as of Q1 2026.
  • Cascade Financial Partners left its O'Reilly Automotive share count unchanged in Q1 2026.
  • O'Reilly Automotive made up 0.03% of Cascade Financial Partners's portfolio in Q1 2026, its #211 holding.
  • Cascade Financial Partners first reported a position in O'Reilly Automotive in Q1 2024 and has held it in 9 quarters since.
  • Cascade Financial Partners's O'Reilly Automotive position peaked at $345K in Q3 2025.
  • 1,649 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q1 2026.

Based on Cascade Financial Partners's 13F filing for Q1 2026, filed 12 May 2026.