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

Heritage 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 		$10.4K Buy
113
+53
+88% +$4.97K ﹤0.01% 517
2025
Q4 		$5.47K Hold
60
– – ﹤0.01% 489
2025
Q3 		$6.47K Hold
60
– – ﹤0.01% 455
2025
Q2 		$5.41K Hold
60
– – ﹤0.01% 460
2025
Q1 		$5.73K Hold
60
– – ﹤0.01% 450
2024
Q4 		$4.74K Hold
60
– – ﹤0.01% 495
2024
Q3 		$4.61K Buy
+60
New +$4.41K ﹤0.01% 490
2023
Q1 		– Sell
-780
Closed -$43.9K – 590
2022
Q4 		$43.9K Hold
780
– – ﹤0.01% 335
2022
Q3 		$36.6K Hold
780
– – ﹤0.01% 324
2022
Q2 		$33K Hold
780
– – ﹤0.01% 371
2022
Q1 		$36K Hold
780
– – ﹤0.01% 344
2021
Q4 		$37K Hold
780
– – ﹤0.01% 355
2021
Q3 		$31.8K Hold
780
– – ﹤0.01% 360
2021
Q2 		$29.4K Hold
780
– – ﹤0.01% 375
2021
Q1 		$26.4K Hold
780
– – ﹤0.01% 399
2020
Q4 		$24K Hold
780
– – ﹤0.01% 391
2020
Q3 		$24K Hold
780
– – ﹤0.01% 337
2020
Q2 		$21.9K Hold
780
– – ﹤0.01% 327
2020
Q1 		$15.7K Sell
780
-45
-5% -$1.15K ﹤0.01% 343
2019
Q4 		$24.1K Buy
+825
New +$23.6K ﹤0.01% 365

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

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

Heritage Wealth Advisors increased its O'Reilly Automotive (ORLY) stake by 88% in Q1 2026, buying an estimated $4.97K and bringing the position to 113 shares worth $10.4K. The position accounts for ﹤0.01% of the portfolio, ranked #517.

Heritage Wealth Advisors first reported a position in ORLY in Q4 2019 and has held it in 20 quarters since. The position peaked at $43.9K in Q4 2022. 1,649 funds tracked by Wall St. Rank hold ORLY as of Q1 2026.

  • Heritage Wealth Advisors held 113 shares of O'Reilly Automotive worth $10.4K as of Q1 2026.
  • Heritage Wealth Advisors bought 53 O'Reilly Automotive shares in Q1 2026, an estimated $4.97K.
  • O'Reilly Automotive made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q1 2026, its #517 holding.
  • Heritage Wealth Advisors first reported a position in O'Reilly Automotive in Q4 2019 and has held it in 20 quarters since.
  • Heritage Wealth Advisors's O'Reilly Automotive position peaked at $43.9K in Q4 2022.
  • 1,649 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q1 2026.

Based on Heritage Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.