Dougherty Wealth Advisers’s O'Reilly Automotive ORLY Stock Holding History

Dougherty Wealth Advisers’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	$269K	Hold	2,910	–	–	0.17%	38
2025 Q4	$265K	Hold	2,910	–	–	0.15%	38
2025 Q3	$314K	Hold	2,910	–	–	0.2%	29
2025 Q2	$262K	Hold	2,910	–	–	0.17%	31
2025 Q1	$278K	Sell	2,910 -210	-7%	-$18.3K	0.21%	30
2024 Q4	$247K	Hold	3,120	–	–	0.19%	33
2024 Q3	$240K	Hold	3,120	–	–	0.19%	32
2024 Q2	$220K	Hold	3,120	–	–	0.19%	31
2024 Q1	$235K	Sell	3,120 -420	-12%	-$29.4K	0.21%	29
2023 Q4	$224K	Hold	3,540	–	–	0.21%	36
2023 Q3	$214K	Hold	3,540	–	–	0.25%	31
2023 Q2	$225K	Hold	3,540	–	–	0.31%	32
2023 Q1	$200K	Hold	3,540	–	–	0.3%	33
2022 Q4	$199K	Hold	3,540	–	–	0.33%	35
2022 Q3	$166K	Hold	3,540	–	–	0.33%	36
2022 Q2	$149K	Hold	3,540	–	–	0.28%	40
2022 Q1	$162K	Hold	3,540	–	–	0.24%	43
2021 Q4	$167K	Hold	3,540	–	–	0.23%	45
2021 Q3	$144K	Hold	3,540	–	–	0.21%	46
2021 Q2	$134K	Hold	3,540	–	–	0.2%	58
2021 Q1	$120K	Hold	3,540	–	–	0.18%	57
2020 Q4	$107K	Hold	3,540	–	–	0.17%	59
2020 Q3	$109K	Hold	3,540	–	–	0.38%	51
2020 Q2	$100K	Hold	3,540	–	–	0.37%	55
2020 Q1	$71K	Hold	3,540	–	–	0.28%	71
2019 Q4	$103K	Hold	3,540	–	–	0.31%	65
2019 Q3	$94K	Hold	3,540	–	–	0.31%	65
2019 Q2	$87K	Hold	3,540	–	–	0.25%	80
2019 Q1	$92K	Hold	3,540	–	–	0.31%	66
2018 Q4	$86K	Buy	+3,540	New	+$80.6K	0.28%	69

Other funds holding ORLY

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dougherty Wealth Advisers's ORLY Position: Q1 2026 in Review

Dougherty Wealth Advisers held its O'Reilly Automotive (ORLY) position steady in Q1 2026 at 2,910 shares worth $269K. The position accounts for 0.17% of the portfolio, ranked #38.

Dougherty Wealth Advisers first reported a position in ORLY in Q4 2018 and has held it in 30 quarters since. The position peaked at $314K in Q3 2025. 1,649 funds tracked by Wall St. Rank hold ORLY as of Q1 2026.

Dougherty Wealth Advisers held 2,910 shares of O'Reilly Automotive worth $269K as of Q1 2026.
Dougherty Wealth Advisers left its O'Reilly Automotive share count unchanged in Q1 2026.
O'Reilly Automotive made up 0.17% of Dougherty Wealth Advisers's portfolio in Q1 2026, its #38 holding.
Dougherty Wealth Advisers first reported a position in O'Reilly Automotive in Q4 2018 and has held it in 30 quarters since.
Dougherty Wealth Advisers's O'Reilly Automotive position peaked at $314K in Q3 2025.
1,649 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q1 2026.

Based on Dougherty Wealth Advisers's 13F filing for Q1 2026, filed 21 Apr 2026.