DWM
ORLY icon

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

Dakota 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 		$5.64M Sell
61,073
-74,782
-55% -$7.01M 0.12% 163
2025
Q4 		$12.4M Sell
135,855
-29,322
-18% -$2.86M 0.22% 84
2025
Q3 		$17.8M Sell
165,177
-55,504
-25% -$5.58M 0.36% 55
2025
Q2 		$19.9M Sell
220,681
-15,539
-7% -$1.42M 0.42% 51
2025
Q1 		$22.6M Buy
236,220
+36,720
+18% +$3.19M 0.53% 39
2024
Q4 		$15.8M Buy
199,500
+12,435
+7% +$1M 0.36% 56
2024
Q3 		$14.4M Sell
187,065
-11,595
-6% -$852K 0.32% 71
2024
Q2 		$14M Buy
198,660
+157,950
+388% +$10.9M 0.33% 65
2024
Q1 		$3.06M Sell
40,710
-1,665
-4% -$116K 0.08% 214
2023
Q4 		$2.68M Sell
42,375
-12,225
-22% -$773K 0.1% 186
2023
Q3 		$3.31M Buy
54,600
+17,280
+46% +$1.08M 0.15% 150
2023
Q2 		$2.38M Buy
37,320
+3,765
+11% +$230K 0.11% 157
2023
Q1 		$1.9M Buy
33,555
+7,050
+27% +$386K 0.13% 158
2022
Q4 		$1.49M Buy
26,505
+7,620
+40% +$410K 0.11% 179
2022
Q3 		$885K Buy
18,885
+8,955
+90% +$418K 0.07% 228
2022
Q2 		$418K Sell
9,930
-102,675
-91% -$4.42M 0.04% 315
2022
Q1 		$5.14M Buy
+112,605
New +$5.03M 0.42% 70
2020
Q1 		– Sell
-14,505
Closed -$424K – 313
2019
Q4 		$424K Buy
14,505
+45
+0.3% +$1.29K 0.07% 214
2019
Q3 		$384K Buy
14,460
+1,485
+11% +$38.4K 0.07% 208
2019
Q2 		$320K Sell
12,975
-1,890
-13% -$47.9K 0.06% 218
2019
Q1 		$385K Buy
14,865
+3,150
+27% +$76.2K 0.08% 207
2018
Q4 		$269K Sell
11,715
-405
-3% -$9.22K 0.06% 230
2018
Q3 		$281K Hold
12,120
– – 0.06% 221
2018
Q2 		$221K Buy
+12,120
New +$211K 0.06% 189

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

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

Dakota Wealth Management reduced its O'Reilly Automotive (ORLY) stake by 55% in Q1 2026, selling an estimated $7.01M and leaving 61,073 shares worth $5.64M. The position accounts for 0.12% of the portfolio, ranked #163.

Dakota Wealth Management first reported a position in ORLY in Q2 2018 and has held it in 24 quarters since. The position peaked at $22.6M in Q1 2025. 1,651 funds tracked by Wall St. Rank hold ORLY as of Q1 2026.

  • Dakota Wealth Management held 61,073 shares of O'Reilly Automotive worth $5.64M as of Q1 2026.
  • Dakota Wealth Management sold 74,782 O'Reilly Automotive shares in Q1 2026, an estimated $7.01M.
  • O'Reilly Automotive made up 0.12% of Dakota Wealth Management's portfolio in Q1 2026, its #163 holding.
  • Dakota Wealth Management first reported a position in O'Reilly Automotive in Q2 2018 and has held it in 24 quarters since.
  • Dakota Wealth Management's O'Reilly Automotive position peaked at $22.6M in Q1 2025.
  • 1,651 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q1 2026.

Based on Dakota Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.