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Concurrent Investment Advisors’s O'Reilly Automotive ORLY Stock Holding History

Concurrent Investment Advisors’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 		$1.99M Buy
21,599
+549
+3% +$51.5K 0.02% 619
2025
Q4 		$1.92M Buy
21,050
+8,477
+67% +$828K 0.02% 591
2025
Q3 		$1.36M Buy
12,573
+1,142
+10% +$115K 0.02% 568
2025
Q2 		$1.03M Buy
11,431
+3,586
+46% +$327K 0.02% 584
2025
Q1 		$749K Sell
7,845
-195
-2% -$17K 0.02% 623
2024
Q4 		$636K Sell
8,040
-165
-2% -$13.3K 0.02% 609
2024
Q3 		$630K Buy
8,205
+405
+5% +$29.8K 0.02% 570
2024
Q2 		$549K Sell
7,800
-2,205
-22% -$152K 0.02% 560
2024
Q1 		$753K Buy
10,005
+3,330
+50% +$233K 0.03% 441
2023
Q4 		$423K Buy
+6,675
New +$422K 0.02% 535

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

Concurrent Investment Advisors's ORLY Position: Q1 2026 in Review

Concurrent Investment Advisors increased its O'Reilly Automotive (ORLY) stake by 2.6% in Q1 2026, buying an estimated $51.5K and bringing the position to 21,599 shares worth $1.99M. The position accounts for 0.02% of the portfolio, ranked #619.

Concurrent Investment Advisors first reported a position in ORLY in Q4 2023 and has held it in 10 quarters since. 1,649 funds tracked by Wall St. Rank hold ORLY as of Q1 2026.

  • Concurrent Investment Advisors held 21,599 shares of O'Reilly Automotive worth $1.99M as of Q1 2026.
  • Concurrent Investment Advisors bought 549 O'Reilly Automotive shares in Q1 2026, an estimated $51.5K.
  • O'Reilly Automotive made up 0.02% of Concurrent Investment Advisors's portfolio in Q1 2026, its #619 holding.
  • Concurrent Investment Advisors first reported a position in O'Reilly Automotive in Q4 2023 and has held it in 10 quarters since.
  • 1,649 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q1 2026.

Based on Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.