Daner Wealth Management
ORLY icon

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

Daner 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
Q3 		$230K Buy
2,508
+80
+3% +$7.04K 0.13% 93
2026
Q2 		$225K Buy
2,428
+53
+2% +$4.84K 0.12% 85
2026
Q1 		$218K Sell
2,375
-390
-14% -$36.6K 0.13% 81
2025
Q4 		$258K Buy
2,765
+269
+11% +$26.3K 0.16% 77
2025
Q3 		$254K Buy
2,496
+517
+26% +$52K 0.16% 75
2025
Q2 		$202K Buy
+1,979
New +$180K 0.14% 80

Other funds holding ORLY

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Daner Wealth Management's ORLY Position: Q3 2026 in Review

Daner Wealth Management increased its O'Reilly Automotive (ORLY) stake by 3.3% in Q3 2026, buying an estimated $7.04K and bringing the position to 2,508 shares worth $230K. The position accounts for 0.13% of the portfolio, ranked #93.

Daner Wealth Management first reported a position in ORLY in Q2 2025 and has held it in 6 quarters since. The position peaked at $258K in Q4 2025. 1,379 funds tracked by Wall St. Rank hold ORLY as of Q3 2026.

  • Daner Wealth Management held 2,508 shares of O'Reilly Automotive worth $230K as of Q3 2026.
  • Daner Wealth Management bought 80 O'Reilly Automotive shares in Q3 2026, an estimated $7.04K.
  • O'Reilly Automotive made up 0.13% of Daner Wealth Management's portfolio in Q3 2026, its #93 holding.
  • Daner Wealth Management first reported a position in O'Reilly Automotive in Q2 2025 and has held it in 6 quarters since.
  • Daner Wealth Management's O'Reilly Automotive position peaked at $258K in Q4 2025.
  • 1,379 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q3 2026.

Based on Daner Wealth Management's 13F filing for Q3 2026, filed 13 Nov 2026.