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Mount Yale Investment Advisors’s O'Reilly Automotive ORLY Stock Holding History

Mount Yale 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 		$2.1M Buy
22,730
+10,950
+93% +$1.03M 0.05% 358
2025
Q4 		$1.07M Buy
11,780
+25
+0.2% +$2.44K 0.05% 300
2025
Q3 		$1.27M Buy
11,755
+3,284
+39% +$330K 0.09% 239
2025
Q2 		$763K Sell
8,471
-259
-3% -$23.6K 0.06% 260
2025
Q1 		$834K Buy
8,730
+1,515
+21% +$132K 0.07% 227
2024
Q4 		$570K Sell
7,215
-780
-10% -$62.9K 0.05% 321
2024
Q3 		$614K Sell
7,995
-1,350
-14% -$99.2K 0.06% 298
2024
Q2 		$658K Sell
9,345
-1,605
-15% -$111K 0.05% 291
2024
Q1 		$824K Buy
10,950
+5,370
+96% +$376K 0.06% 259
2023
Q4 		$353K Sell
5,580
-315
-5% -$19.9K 0.03% 381
2023
Q3 		$357K Buy
+5,895
New +$370K 0.04% 361

Other funds holding ORLY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $204B AUM 27.99% 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

Mount Yale Investment Advisors's ORLY Position: Q1 2026 in Review

Mount Yale Investment Advisors increased its O'Reilly Automotive (ORLY) stake by 93% in Q1 2026, buying an estimated $1.03M and bringing the position to 22,730 shares worth $2.1M. The position accounts for 0.05% of the portfolio, ranked #358.

Mount Yale Investment Advisors first reported a position in ORLY in Q3 2023 and has held it in 11 quarters since. 1,653 funds tracked by Wall St. Rank hold ORLY as of Q1 2026.

  • Mount Yale Investment Advisors held 22,730 shares of O'Reilly Automotive worth $2.1M as of Q1 2026.
  • Mount Yale Investment Advisors bought 10,950 O'Reilly Automotive shares in Q1 2026, an estimated $1.03M.
  • O'Reilly Automotive made up 0.05% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #358 holding.
  • Mount Yale Investment Advisors first reported a position in O'Reilly Automotive in Q3 2023 and has held it in 11 quarters since.
  • 1,653 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.