Center for Financial Planning’s O'Reilly Automotive ORLY Stock Holding History

Center for Financial Planning’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	-105	Closed	-$9.58K	–	707
2025 Q4	$9.58K	Hold	105	–	–	﹤0.01%	497
2025 Q3	$11.3K	Hold	105	–	–	﹤0.01%	481
2025 Q2	$9.46K	Hold	105	–	–	﹤0.01%	466
2025 Q1	$10K	Hold	105	–	–	﹤0.01%	471
2024 Q4	$8.3K	Buy	+105	New	+$8.47K	﹤0.01%	444
2022 Q3	–	Sell	-30	Closed	-$1K	–	669
2022 Q2	$1K	Hold	30	–	–	﹤0.01%	507
2022 Q1	$1K	Hold	30	–	–	﹤0.01%	512
2021 Q4	$1K	Buy	+30	New	+$1.3K	﹤0.01%	518
2021 Q3	–	Sell	-150	Closed	-$6K	–	518
2021 Q2	$6K	Hold	150	–	–	﹤0.01%	407
2021 Q1	$5K	Hold	150	–	–	﹤0.01%	448
2020 Q4	$5K	Hold	150	–	–	﹤0.01%	398
2020 Q3	$5K	Hold	150	–	–	﹤0.01%	361
2020 Q2	$4K	Sell	150 -210	-58%	-$5.49K	﹤0.01%	383
2020 Q1	$7K	Buy	360 +210	+140%	+$5.37K	﹤0.01%	375
2019 Q4	$4K	Buy	+150	New	+$4.29K	﹤0.01%	386

Other funds holding ORLY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Center for Financial Planning's ORLY Position: Q1 2026 in Review

Center for Financial Planning sold out of O'Reilly Automotive (ORLY) in Q1 2026, closing a stake of 105 shares — an estimated $9.58K sold.

Center for Financial Planning first reported a position in ORLY in Q4 2019 and held it in 15 quarters. The position peaked at $11.3K in Q3 2025. 1,659 funds tracked by Wall St. Rank hold ORLY as of Q1 2026.

Center for Financial Planning reported no remaining O'Reilly Automotive position as of Q1 2026 after selling out during the quarter.
Center for Financial Planning sold 105 O'Reilly Automotive shares in Q1 2026, an estimated $9.58K.
Center for Financial Planning first reported a position in O'Reilly Automotive in Q4 2019 and held it in 15 quarters.
Center for Financial Planning's O'Reilly Automotive position peaked at $11.3K in Q3 2025.
1,659 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q1 2026.

Based on Center for Financial Planning's 13F filing for Q1 2026, filed 4 May 2026.