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Moneta Group Investment Advisors’s O'Reilly Automotive ORLY Stock Holding History

Moneta Group Investment 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 		$14.6M Sell
157,712
-1,165
-0.7% -$109K 0.11% 93
2025
Q4 		$14.5M Sell
158,877
-13,073
-8% -$1.28M 0.11% 91
2025
Q3 		$18.5M Sell
171,950
-818
-0.5% -$82.2K 0.15% 71
2025
Q2 		$15.6M Buy
172,768
+2,308
+1% +$210K 0.19% 71
2025
Q1 		$16.3M Buy
170,460
+3,765
+2% +$328K 0.22% 65
2024
Q4 		$13.2M Sell
166,695
-16,530
-9% -$1.33M 0.18% 72
2024
Q3 		$14.1M Sell
183,225
-690
-0.4% -$50.7K 0.2% 69
2024
Q2 		$12.9M Sell
183,915
-300
-0.2% -$20.7K 0.21% 68
2024
Q1 		$13.9M Buy
184,215
+13,965
+8% +$977K 0.23% 68
2023
Q4 		$10.8M Buy
170,250
+161,355
+1,814% +$10.2M 0.21% 70
2023
Q3 		$539K Sell
8,895
-1,665
-16% -$104K 0.01% 303
2023
Q2 		$673K Buy
10,560
+2,085
+25% +$127K 0.01% 274
2023
Q1 		$480K Buy
8,475
+45
+0.5% +$2.47K 0.01% 326
2022
Q4 		$446K Buy
8,430
+585
+7% +$31.5K 0.01% 311
2022
Q3 		$368K Sell
7,845
-870
-10% -$40.6K 0.01% 313
2022
Q2 		$367K Buy
8,715
+870
+11% +$37.4K 0.01% 349
2022
Q1 		$358K Buy
7,845
+15
+0.2% +$670 0.01% 330
2021
Q4 		$369K Sell
7,830
-120
-2% -$5.19K 0.02% 343
2021
Q3 		$324K Buy
7,950
+105
+1% +$4.2K 0.01% 350
2021
Q2 		$296K Buy
7,845
+45
+0.6% +$1.61K 0.01% 371
2021
Q1 		$264K Buy
7,800
+15
+0.2% +$465 0.01% 362
2020
Q4 		$235K Buy
+7,785
New +$235K 0.02% 281
2015
Q4 		– Sell
-1,155
Closed -$19K – 332
2015
Q3 		$19K Buy
+1,155
New +$18.6K 0.01% 333

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

Moneta Group Investment Advisors's ORLY Position: Q1 2026 in Review

Moneta Group Investment Advisors reduced its O'Reilly Automotive (ORLY) stake by 0.73% in Q1 2026, selling an estimated $109K and leaving 157,712 shares worth $14.6M. The position accounts for 0.11% of the portfolio, ranked #93.

Moneta Group Investment Advisors first reported a position in ORLY in Q3 2015 and has held it in 23 quarters since. The position peaked at $18.5M in Q3 2025. 1,651 funds tracked by Wall St. Rank hold ORLY as of Q1 2026.

  • Moneta Group Investment Advisors held 157,712 shares of O'Reilly Automotive worth $14.6M as of Q1 2026.
  • Moneta Group Investment Advisors sold 1,165 O'Reilly Automotive shares in Q1 2026, an estimated $109K.
  • O'Reilly Automotive made up 0.11% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #93 holding.
  • Moneta Group Investment Advisors first reported a position in O'Reilly Automotive in Q3 2015 and has held it in 23 quarters since.
  • Moneta Group Investment Advisors's O'Reilly Automotive position peaked at $18.5M in Q3 2025.
  • 1,651 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.