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Live Oak Private Wealth’s O'Reilly Automotive ORLY Stock Holding History

Live Oak Private Wealth’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 		$1.5M Sell
16,302
-116
-0.7% -$10.9K 0.21% 86
2025
Q4 		$1.5M Buy
16,418
+154
+0.9% +$15K 0.2% 86
2025
Q3 		$1.75M Sell
16,264
-11
-0.1% -$1.11K 0.24% 79
2025
Q2 		$1.47M Buy
16,275
+1,695
+12% +$155K 0.22% 88
2025
Q1 		$1.39M Hold
14,580
– – 0.23% 85
2024
Q4 		$1.15M Hold
14,580
– – 0.19% 87
2024
Q3 		$1.12M Hold
14,580
– – 0.18% 87
2024
Q2 		$1.03M Hold
14,580
– – 0.18% 90
2024
Q1 		$1.1M Buy
14,580
+135
+0.9% +$9.44K 0.19% 87
2023
Q4 		$915K Hold
14,445
– – 0.17% 91
2023
Q3 		$875K Hold
14,445
– – 0.19% 85
2023
Q2 		$920K Hold
14,445
– – 0.18% 84
2023
Q1 		$818K Sell
14,445
-105
-0.7% -$5.75K 0.17% 91
2022
Q4 		$819K Sell
14,550
-120
-0.8% -$6.45K 0.17% 94
2022
Q3 		$688K Hold
14,670
– – 0.15% 98
2022
Q2 		$618K Buy
14,670
+825
+6% +$35.5K 0.13% 111
2022
Q1 		$632K Hold
13,845
– – 0.12% 111
2021
Q4 		$652K Hold
13,845
– – 0.12% 110
2021
Q3 		$564K Buy
+13,845
New +$554K 0.11% 118

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

Live Oak Private Wealth's ORLY Position: Q1 2026 in Review

Live Oak Private Wealth reduced its O'Reilly Automotive (ORLY) stake by 0.71% in Q1 2026, selling an estimated $10.9K and leaving 16,302 shares worth $1.5M. The position accounts for 0.21% of the portfolio, ranked #86.

Live Oak Private Wealth first reported a position in ORLY in Q3 2021 and has held it in 19 quarters since. The position peaked at $1.75M in Q3 2025. 1,649 funds tracked by Wall St. Rank hold ORLY as of Q1 2026.

  • Live Oak Private Wealth held 16,302 shares of O'Reilly Automotive worth $1.5M as of Q1 2026.
  • Live Oak Private Wealth sold 116 O'Reilly Automotive shares in Q1 2026, an estimated $10.9K.
  • O'Reilly Automotive made up 0.21% of Live Oak Private Wealth's portfolio in Q1 2026, its #86 holding.
  • Live Oak Private Wealth first reported a position in O'Reilly Automotive in Q3 2021 and has held it in 19 quarters since.
  • Live Oak Private Wealth's O'Reilly Automotive position peaked at $1.75M in Q3 2025.
  • 1,649 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q1 2026.

Based on Live Oak Private Wealth's 13F filing for Q1 2026, filed 20 Apr 2026.