DWM
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
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 $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

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

Daner Wealth Management reduced its O'Reilly Automotive (ORLY) stake by 14% in Q1 2026, selling an estimated $36.6K and leaving 2,375 shares worth $218K. The position accounts for 0.13% of the portfolio, ranked #81.

Daner Wealth Management first reported a position in ORLY in Q2 2025 and has held it in 4 quarters since. The position peaked at $258K in Q4 2025. 1,649 funds tracked by Wall St. Rank hold ORLY as of Q1 2026.

  • Daner Wealth Management held 2,375 shares of O'Reilly Automotive worth $218K as of Q1 2026.
  • Daner Wealth Management sold 390 O'Reilly Automotive shares in Q1 2026, an estimated $36.6K.
  • O'Reilly Automotive made up 0.13% of Daner Wealth Management's portfolio in Q1 2026, its #81 holding.
  • Daner Wealth Management first reported a position in O'Reilly Automotive in Q2 2025 and has held it in 4 quarters since.
  • Daner Wealth Management's O'Reilly Automotive position peaked at $258K in Q4 2025.
  • 1,649 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q1 2026.

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