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

Diversify 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 		$2.33M Buy
25,385
+1,657
+7% +$155K 0.04% 336
2025
Q4 		$2.25M Buy
23,728
+21,186
+833% +$2.07M 0.1% 204
2025
Q3 		$233K Buy
2,542
+258
+11% +$25.9K 0.01% 496
2025
Q2 		$233K Buy
2,284
+49
+2% +$4.47K 0.01% 492
2025
Q1 		$208K Buy
+2,235
New +$194K 0.02% 491

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

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

Diversify Wealth Management increased its O'Reilly Automotive (ORLY) stake by 7% in Q1 2026, buying an estimated $155K and bringing the position to 25,385 shares worth $2.33M. The position accounts for 0.04% of the portfolio, ranked #336.

Diversify Wealth Management first reported a position in ORLY in Q1 2025 and has held it in 5 quarters since. 1,649 funds tracked by Wall St. Rank hold ORLY as of Q1 2026.

  • Diversify Wealth Management held 25,385 shares of O'Reilly Automotive worth $2.33M as of Q1 2026.
  • Diversify Wealth Management bought 1,657 O'Reilly Automotive shares in Q1 2026, an estimated $155K.
  • O'Reilly Automotive made up 0.04% of Diversify Wealth Management's portfolio in Q1 2026, its #336 holding.
  • Diversify Wealth Management first reported a position in O'Reilly Automotive in Q1 2025 and has held it in 5 quarters since.
  • 1,649 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q1 2026.

Based on Diversify Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.