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

IAG 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
Q1 		$26.3K Hold
285
– – ﹤0.01% 270
2025
Q4 		$26K Hold
285
– – ﹤0.01% 268
2025
Q3 		$30.7K Buy
+285
New +$28.6K ﹤0.01% 258

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

IAG Wealth Partners's ORLY Position: Q1 2026 in Review

IAG Wealth Partners held its O'Reilly Automotive (ORLY) position steady in Q1 2026 at 285 shares worth $26.3K. The position accounts for ﹤0.01% of the portfolio, ranked #270.

IAG Wealth Partners first reported a position in ORLY in Q3 2025 and has held it in 3 quarters since. The position peaked at $30.7K in Q3 2025. 1,649 funds tracked by Wall St. Rank hold ORLY as of Q1 2026.

  • IAG Wealth Partners held 285 shares of O'Reilly Automotive worth $26.3K as of Q1 2026.
  • IAG Wealth Partners left its O'Reilly Automotive share count unchanged in Q1 2026.
  • O'Reilly Automotive made up ﹤0.01% of IAG Wealth Partners's portfolio in Q1 2026, its #270 holding.
  • IAG Wealth Partners first reported a position in O'Reilly Automotive in Q3 2025 and has held it in 3 quarters since.
  • IAG Wealth Partners's O'Reilly Automotive position peaked at $30.7K in Q3 2025.
  • 1,649 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q1 2026.

Based on IAG Wealth Partners's 13F filing for Q1 2026, filed 29 Apr 2026.