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Collaborative Wealth Management’s O'Reilly Automotive ORLY Stock Holding History

Collaborative Wealth Management’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
-2,495
Closed -$228K – 216
2025
Q4 		$228K Buy
+2,495
New +$244K 0.08% 208

Other funds holding ORLY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Collaborative Wealth Management's ORLY Position: Q1 2026 in Review

Collaborative Wealth Management sold out of O'Reilly Automotive (ORLY) in Q1 2026, closing a stake of 2,495 shares — an estimated $228K sold.

Collaborative Wealth Management first reported a position in ORLY in Q4 2025 and held it in 1 quarter. The position peaked at $228K in Q4 2025. 1,657 funds tracked by Wall St. Rank hold ORLY as of Q1 2026.

  • Collaborative Wealth Management reported no remaining O'Reilly Automotive position as of Q1 2026 after selling out during the quarter.
  • Collaborative Wealth Management sold 2,495 O'Reilly Automotive shares in Q1 2026, an estimated $228K.
  • Collaborative Wealth Management first reported a position in O'Reilly Automotive in Q4 2025 and held it in 1 quarter.
  • Collaborative Wealth Management's O'Reilly Automotive position peaked at $228K in Q4 2025.
  • 1,657 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q1 2026.

Based on Collaborative Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.