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

MorganRosel 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 		$391K Sell
4,233
-6,979
-62% -$655K 0.15% 84
2025
Q4 		$1.02M Buy
11,212
+887
+9% +$86.7K 0.26% 59
2025
Q3 		$1.11M Sell
10,325
-6,973
-40% -$701K 0.29% 57
2025
Q2 		$1.56M Buy
17,298
+5,688
+49% +$519K 0.42% 41
2025
Q1 		$1.11M Buy
11,610
+1,020
+10% +$88.7K 0.34% 51
2024
Q4 		$837K Buy
10,590
+1,845
+21% +$149K 0.27% 64
2024
Q3 		$671K Sell
8,745
-1,575
-15% -$116K 0.22% 71
2024
Q2 		$727K Sell
10,320
-495
-5% -$34.2K 0.26% 69
2024
Q1 		$814K Sell
10,815
-420
-4% -$29.4K 0.29% 65
2023
Q4 		$712K Sell
11,235
-4,620
-29% -$292K 0.28% 61
2023
Q3 		$961K Sell
15,855
-195
-1% -$12.2K 0.4% 43
2023
Q2 		$1.02M Sell
16,050
-2,880
-15% -$176K 0.42% 40
2023
Q1 		$1.07M Hold
18,930
– – 0.46% 36
2022
Q4 		$1.07M Buy
18,930
+2,550
+16% +$137K 0.49% 34
2022
Q3 		$768K Buy
+16,380
New +$764K 0.39% 51
2020
Q4 		– Sell
-23,580
Closed -$725K – 78
2020
Q3 		$725K Sell
23,580
-555
-2% -$16.9K 0.58% 36
2020
Q2 		$678K Sell
24,135
-1,365
-5% -$35.7K 0.63% 30
2020
Q1 		$512K Sell
25,500
-1,245
-5% -$31.8K 0.58% 37
2019
Q4 		$781K Sell
26,745
-1,800
-6% -$51.5K 0.59% 33
2019
Q3 		$758K Sell
28,545
-1,125
-4% -$29.1K 0.62% 34
2019
Q2 		$731K Sell
29,670
-735
-2% -$18.6K 0.6% 41
2019
Q1 		$787K Buy
+30,405
New +$736K 0.67% 34

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

MorganRosel Wealth Management's ORLY Position: Q1 2026 in Review

MorganRosel Wealth Management reduced its O'Reilly Automotive (ORLY) stake by 62% in Q1 2026, selling an estimated $655K and leaving 4,233 shares worth $391K. The position accounts for 0.15% of the portfolio, ranked #84.

MorganRosel Wealth Management first reported a position in ORLY in Q1 2019 and has held it in 22 quarters since. The position peaked at $1.56M in Q2 2025. 1,649 funds tracked by Wall St. Rank hold ORLY as of Q1 2026.

  • MorganRosel Wealth Management held 4,233 shares of O'Reilly Automotive worth $391K as of Q1 2026.
  • MorganRosel Wealth Management sold 6,979 O'Reilly Automotive shares in Q1 2026, an estimated $655K.
  • O'Reilly Automotive made up 0.15% of MorganRosel Wealth Management's portfolio in Q1 2026, its #84 holding.
  • MorganRosel Wealth Management first reported a position in O'Reilly Automotive in Q1 2019 and has held it in 22 quarters since.
  • MorganRosel Wealth Management's O'Reilly Automotive position peaked at $1.56M in Q2 2025.
  • 1,649 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q1 2026.

Based on MorganRosel Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.