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Elevation Wealth Partners’s O'Reilly Automotive ORLY Stock Holding History

Elevation Wealth Partners’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 		$27.2K Sell
319
-245
-43% -$21.6K 0.01% 577
2026
Q2 		$51.9K Buy
564
+493
+694% +$45K 0.02% 293
2026
Q1 		$6.56K Buy
71
+23
+48% +$2.16K ﹤0.01% 627
2025
Q4 		$4.38K Buy
48
+22
+85% +$2.15K ﹤0.01% 663
2025
Q3 		$2.81K Buy
+26
New +$2.61K ﹤0.01% 587
2025
Q2 		– Hold
0
– – – 487
2025
Q1 		– Sell
-90
Closed -$7.83K – 482
2024
Q4 		$7.13K Hold
90
– – ﹤0.01% 390
2024
Q3 		$6.93K Hold
90
– – ﹤0.01% 379
2024
Q2 		$6.35K Hold
90
– – ﹤0.01% 369
2024
Q1 		$6.79K Buy
+90
New +$6.29K ﹤0.01% 377
2023
Q4 		– Hold
0
– – – 431
2023
Q3 		– Hold
0
– – – 331
2023
Q2 		– Hold
0
– – – 340
2023
Q1 		– Hold
0
– – – 343

Other funds holding ORLY

FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
OMC
Overbrook Management Corp New York $643M AUM 29.06% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
HCM
Horrell Capital Management Little Rock, Arkansas $189M AUM 7.99% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Elevation Wealth Partners's ORLY Position: Q3 2026 in Review

Elevation Wealth Partners reduced its O'Reilly Automotive (ORLY) stake by 43% in Q3 2026, selling an estimated $21.6K and leaving 319 shares worth $27.2K. The position accounts for 0.01% of the portfolio, ranked #577.

Elevation Wealth Partners first reported a position in ORLY in Q1 2024 and has held it in 9 quarters since. The position peaked at $51.9K in Q2 2026. 56 funds tracked by Wall St. Rank hold ORLY as of Q3 2026.

  • Elevation Wealth Partners held 319 shares of O'Reilly Automotive worth $27.2K as of Q3 2026.
  • Elevation Wealth Partners sold 245 O'Reilly Automotive shares in Q3 2026, an estimated $21.6K.
  • O'Reilly Automotive made up 0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #577 holding.
  • Elevation Wealth Partners first reported a position in O'Reilly Automotive in Q1 2024 and has held it in 9 quarters since.
  • Elevation Wealth Partners's O'Reilly Automotive position peaked at $51.9K in Q2 2026.
  • 56 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.