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Compass Financial Services’s O'Reilly Automotive ORLY Stock Holding History

Compass Financial 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
-225
Closed -$20.5K – 196
2025
Q4 		$20.5K Hold
225
– – 0.01% 155
2025
Q3 		$24.3K Hold
225
– – 0.01% 151
2025
Q2 		$20.3K Hold
225
– – 0.01% 152
2025
Q1 		$21.5K Hold
225
– – 0.01% 134
2024
Q4 		$17.8K Buy
+225
New +$18.1K 0.01% 109

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

Compass Financial Services's ORLY Position: Q1 2026 in Review

Compass Financial Services sold out of O'Reilly Automotive (ORLY) in Q1 2026, closing a stake of 225 shares — an estimated $20.5K sold.

Compass Financial Services first reported a position in ORLY in Q4 2024 and held it in 5 quarters. The position peaked at $24.3K in Q3 2025. 1,656 funds tracked by Wall St. Rank hold ORLY as of Q1 2026.

  • Compass Financial Services reported no remaining O'Reilly Automotive position as of Q1 2026 after selling out during the quarter.
  • Compass Financial Services sold 225 O'Reilly Automotive shares in Q1 2026, an estimated $20.5K.
  • Compass Financial Services first reported a position in O'Reilly Automotive in Q4 2024 and held it in 5 quarters.
  • Compass Financial Services's O'Reilly Automotive position peaked at $24.3K in Q3 2025.
  • 1,656 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q1 2026.

Based on Compass Financial Services's 13F filing for Q1 2026, filed 1 May 2026.