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Independent Advisor Alliance’s O'Reilly Automotive ORLY Stock Holding History

Independent Advisor Alliance’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 		$3.87M Sell
41,879
-1,451
-3% -$136K 0.04% 379
2025
Q4 		$3.95M Buy
43,330
+1,265
+3% +$124K 0.1% 173
2025
Q3 		$4.54M Buy
42,065
+216
+0.5% +$21.7K 0.12% 148
2025
Q2 		$3.77M Buy
41,849
+1,364
+3% +$124K 0.11% 163
2025
Q1 		$3.87M Buy
40,485
+300
+0.7% +$26.1K 0.13% 147
2024
Q4 		$3.18M Buy
40,185
+16,515
+70% +$1.33M 0.04% 382
2024
Q3 		$1.82M Sell
23,670
-1,410
-6% -$104K 0.07% 239
2024
Q2 		$1.77M Buy
25,080
+1,350
+6% +$93.3K 0.06% 238
2024
Q1 		$1.79M Sell
23,730
-420
-2% -$29.4K 0.06% 231
2023
Q4 		$1.53M Buy
24,150
+135
+0.6% +$8.53K 0.06% 249
2023
Q3 		$1.46M Buy
24,015
+255
+1% +$16K 0.07% 236
2023
Q2 		$1.51M Sell
23,760
-3,690
-13% -$225K 0.07% 243
2023
Q1 		$1.55M Buy
+27,450
New +$1.5M 0.07% 225
2022
Q4 		– Sell
-28,275
Closed -$1.33M – 569
2022
Q3 		$1.33M Sell
28,275
-75
-0.3% -$3.5K 0.08% 224
2022
Q2 		$1.19M Sell
28,350
-450
-2% -$19.4K 0.07% 239
2022
Q1 		$1.31M Buy
28,800
+645
+2% +$28.8K 0.06% 239
2021
Q4 		$1.33M Buy
28,155
+510
+2% +$22.1K 0.07% 232
2021
Q3 		$1.13M Buy
27,645
+120
+0.4% +$4.8K 0.06% 246
2021
Q2 		$1.04M Hold
27,525
– – 0.06% 276
2021
Q1 		$931K Sell
27,525
-615
-2% -$19.1K 0.06% 268
2020
Q4 		$849K Buy
28,140
+2,430
+9% +$73.4K 0.06% 241
2020
Q3 		$790K Buy
25,710
+930
+4% +$28.3K 0.06% 219
2020
Q2 		$697K Sell
24,780
-450
-2% -$11.8K 0.07% 210
2020
Q1 		$506K Buy
25,230
+540
+2% +$13.8K 0.07% 212
2019
Q4 		$721K Sell
24,690
-1,710
-6% -$48.9K 0.03% 449
2019
Q3 		$701K Buy
26,400
+1,440
+6% +$37.2K 0.09% 202
2019
Q2 		$615K Buy
+24,960
New +$632K 0.09% 196
2017
Q1 		– Sell
-44,970
Closed -$821K – 404
2016
Q4 		$821K Buy
+44,970
New +$821K 0.35% 82

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

Independent Advisor Alliance's ORLY Position: Q1 2026 in Review

Independent Advisor Alliance reduced its O'Reilly Automotive (ORLY) stake by 3.3% in Q1 2026, selling an estimated $136K and leaving 41,879 shares worth $3.87M. The position accounts for 0.04% of the portfolio, ranked #379.

Independent Advisor Alliance first reported a position in ORLY in Q4 2016 and has held it in 28 quarters since. The position peaked at $4.54M in Q3 2025. 1,649 funds tracked by Wall St. Rank hold ORLY as of Q1 2026.

  • Independent Advisor Alliance held 41,879 shares of O'Reilly Automotive worth $3.87M as of Q1 2026.
  • Independent Advisor Alliance sold 1,451 O'Reilly Automotive shares in Q1 2026, an estimated $136K.
  • O'Reilly Automotive made up 0.04% of Independent Advisor Alliance's portfolio in Q1 2026, its #379 holding.
  • Independent Advisor Alliance first reported a position in O'Reilly Automotive in Q4 2016 and has held it in 28 quarters since.
  • Independent Advisor Alliance's O'Reilly Automotive position peaked at $4.54M in Q3 2025.
  • 1,649 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.