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

Elk River 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 		$9.51M Buy
103,042
+401
+0.4% +$37.6K 1.58% 16
2025
Q4 		$9.35M Sell
102,641
-3,433
-3% -$335K 1.5% 18
2025
Q3 		$11.4M Sell
106,074
-749
-0.7% -$75.3K 1.83% 16
2025
Q2 		$9.63M Sell
106,823
-157
-0.1% -$14.3K 1.66% 18
2025
Q1 		$10.2M Sell
106,980
-2,010
-2% -$175K 1.91% 15
2024
Q4 		$8.62M Sell
108,990
-1,470
-1% -$119K 1.56% 19
2024
Q3 		$8.48M Sell
110,460
-1,500
-1% -$110K 1.54% 19
2024
Q2 		$7.88M Sell
111,960
-975
-0.9% -$67.4K 1.54% 21
2024
Q1 		$8.5M Sell
112,935
-12,210
-10% -$854K 1.73% 18
2023
Q4 		$7.93M Sell
125,145
-255
-0.2% -$16.1K 1.52% 19
2023
Q3 		$7.6M Buy
125,400
+5,175
+4% +$325K 1.68% 17
2023
Q2 		$7.66M Sell
120,225
-20,130
-14% -$1.23M 1.64% 17
2023
Q1 		$7.94M Buy
140,355
+12,810
+10% +$702K 1.8% 16
2022
Q4 		$7.18M Buy
127,545
+810
+0.6% +$43.6K 1.74% 18
2022
Q3 		$5.94M Buy
126,735
+3,540
+3% +$165K 1.57% 20
2022
Q2 		$5.19M Buy
123,195
+5,100
+4% +$219K 1.31% 27
2022
Q1 		$5.39M Buy
118,095
+8,430
+8% +$377K 1.18% 26
2021
Q4 		$5.16M Buy
109,665
+1,275
+1% +$55.2K 1.17% 27
2021
Q3 		$4.42M Buy
108,390
+4,995
+5% +$200K 1.12% 33
2021
Q2 		$3.9M Buy
103,395
+1,740
+2% +$62.4K 1.01% 35
2021
Q1 		$3.44M Buy
101,655
+9,375
+10% +$290K 0.98% 37
2020
Q4 		$2.78M Buy
+92,280
New +$2.79M 0.92% 40

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

Elk River Wealth Management's ORLY Position: Q1 2026 in Review

Elk River Wealth Management increased its O'Reilly Automotive (ORLY) stake by 0.39% in Q1 2026, buying an estimated $37.6K and bringing the position to 103,042 shares worth $9.51M. The position accounts for 1.58% of the portfolio, ranked #16.

Elk River Wealth Management first reported a position in ORLY in Q4 2020 and has held it in 22 quarters since. The position peaked at $11.4M in Q3 2025. 1,649 funds tracked by Wall St. Rank hold ORLY as of Q1 2026.

  • Elk River Wealth Management held 103,042 shares of O'Reilly Automotive worth $9.51M as of Q1 2026.
  • Elk River Wealth Management bought 401 O'Reilly Automotive shares in Q1 2026, an estimated $37.6K.
  • O'Reilly Automotive made up 1.58% of Elk River Wealth Management's portfolio in Q1 2026, its #16 holding.
  • Elk River Wealth Management first reported a position in O'Reilly Automotive in Q4 2020 and has held it in 22 quarters since.
  • Elk River Wealth Management's O'Reilly Automotive position peaked at $11.4M in Q3 2025.
  • 1,649 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q1 2026.

Based on Elk River Wealth Management's 13F filing for Q1 2026, filed 17 Apr 2026.