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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
2025
Q1 		– Sell
-3,000
Closed -$237K – 511
2024
Q4 		$237K Buy
+3,000
New +$242K 0.01% 462
2024
Q1 		– Hold
0
– -$570K – 506
2023
Q4 		– Hold
0
– – – 329
2023
Q3 		– Hold
0
– – – 284

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 $204B AUM 27.99% 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

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. 1,651 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.
  • 1,651 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.