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Exencial Wealth Advisors’s O'Reilly Automotive ORLY Stock Holding History

Exencial Wealth Advisors’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 		$2.27M Buy
24,561
+14,036
+133% +$1.32M 0.07% 211
2025
Q4 		$960K Buy
10,525
+81
+0.8% +$7.91K 0.03% 303
2025
Q3 		$1.13M Buy
10,444
+204
+2% +$20.5K 0.04% 275
2025
Q2 		$923K Buy
10,240
+145
+1% +$13.2K 0.03% 292
2025
Q1 		$964K Sell
10,095
-2,865
-22% -$249K 0.04% 284
2024
Q4 		$1.02M Buy
12,960
+60
+0.5% +$4.84K 0.04% 283
2024
Q3 		$991K Buy
12,900
+135
+1% +$9.92K 0.04% 276
2024
Q2 		$898K Sell
12,765
-60
-0.5% -$4.15K 0.03% 284
2024
Q1 		$965K Sell
12,825
-8,280
-39% -$579K 0.04% 280
2023
Q4 		$1.34M Buy
21,105
+90
+0.4% +$5.69K 0.05% 235
2023
Q3 		$1.27M Buy
+21,015
New +$1.32M 0.06% 219

Other funds holding ORLY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Exencial Wealth Advisors's ORLY Position: Q1 2026 in Review

Exencial Wealth Advisors increased its O'Reilly Automotive (ORLY) stake by 133% in Q1 2026, buying an estimated $1.32M and bringing the position to 24,561 shares worth $2.27M. The position accounts for 0.07% of the portfolio, ranked #211.

Exencial Wealth Advisors first reported a position in ORLY in Q3 2023 and has held it in 11 quarters since. 1,656 funds tracked by Wall St. Rank hold ORLY as of Q1 2026.

  • Exencial Wealth Advisors held 24,561 shares of O'Reilly Automotive worth $2.27M as of Q1 2026.
  • Exencial Wealth Advisors bought 14,036 O'Reilly Automotive shares in Q1 2026, an estimated $1.32M.
  • O'Reilly Automotive made up 0.07% of Exencial Wealth Advisors's portfolio in Q1 2026, its #211 holding.
  • Exencial Wealth Advisors first reported a position in O'Reilly Automotive in Q3 2023 and has held it in 11 quarters since.
  • 1,656 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q1 2026.

Based on Exencial Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.