Left Brain Wealth Management’s O'Reilly Automotive ORLY Stock Holding History

Left Brain Wealth Management’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	$3.64M	Sell	39,447 -101	-0.3%	-$9.47K	1.43%	26
2025 Q4	$3.61M	Buy	39,548 +4,147	+12%	+$405K	1.25%	30
2025 Q3	$3.82M	Buy	35,401 +706	+2%	+$71K	1.2%	25
2025 Q2	$3.13M	Buy	34,695 +7,755	+29%	+$707K	1.1%	32
2025 Q1	$2.57M	Buy	26,940 +675	+3%	+$58.7K	1.12%	32
2024 Q4	$2.08M	Buy	26,265 +1,185	+5%	+$95.5K	0.78%	38
2024 Q3	$1.93M	Buy	25,080 +15,135	+152%	+$1.11M	0.9%	37
2024 Q2	$700K	Buy	9,945 +390	+4%	+$27K	0.33%	51
2024 Q1	$719K	Buy	9,555 +1,995	+26%	+$140K	0.35%	49
2023 Q4	$479K	Buy	7,560 +480	+7%	+$30.3K	0.28%	62
2023 Q3	$429K	Hold	7,080	–	–	0.27%	64
2023 Q2	$451K	Sell	7,080 -315	-4%	-$19.2K	0.28%	65
2023 Q1	$452K	Sell	7,395 -240	-3%	-$13.2K	0.31%	61
2022 Q4	$430K	Buy	+7,635	New	+$411K	0.32%	55

Other funds holding ORLY

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Left Brain Wealth Management's ORLY Position: Q1 2026 in Review

Left Brain Wealth Management reduced its O'Reilly Automotive (ORLY) stake by 0.26% in Q1 2026, selling an estimated $9.47K and leaving 39,447 shares worth $3.64M. The position accounts for 1.43% of the portfolio, ranked #26.

Left Brain Wealth Management first reported a position in ORLY in Q4 2022 and has held it in 14 quarters since. The position peaked at $3.82M in Q3 2025. 1,649 funds tracked by Wall St. Rank hold ORLY as of Q1 2026.

Left Brain Wealth Management held 39,447 shares of O'Reilly Automotive worth $3.64M as of Q1 2026.
Left Brain Wealth Management sold 101 O'Reilly Automotive shares in Q1 2026, an estimated $9.47K.
O'Reilly Automotive made up 1.43% of Left Brain Wealth Management's portfolio in Q1 2026, its #26 holding.
Left Brain Wealth Management first reported a position in O'Reilly Automotive in Q4 2022 and has held it in 14 quarters since.
Left Brain Wealth Management's O'Reilly Automotive position peaked at $3.82M in Q3 2025.
1,649 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q1 2026.

Based on Left Brain Wealth Management's 13F filing for Q1 2026, filed 30 Apr 2026.