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NewEdge Wealth’s O'Reilly Automotive ORLY Stock Holding History

NewEdge 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 		$4.95M Sell
53,654
-2,402
-4% -$225K 0.06% 219
2025
Q4 		$5.11M Buy
56,056
+8,166
+17% +$798K 0.06% 228
2025
Q3 		$4.55M Buy
47,890
+226
+0.5% +$22.7K 0.07% 227
2025
Q2 		$4.93M Sell
47,664
-3,516
-7% -$321K 0.08% 200
2025
Q1 		$4.89M Sell
51,180
-2,025
-4% -$176K 0.09% 191
2024
Q4 		$4.21M Sell
53,205
-10,035
-16% -$809K 0.07% 218
2024
Q3 		$4.86M Sell
63,240
-387,675
-86% -$28.5M 0.09% 198
2024
Q2 		$31.7M Buy
450,915
+7,380
+2% +$510K 0.69% 35
2024
Q1 		$29.8M Sell
443,535
-69,720
-14% -$4.88M 0.67% 35
2023
Q4 		$32.5M Buy
513,255
+61,515
+14% +$3.89M 0.83% 28
2023
Q3 		$27.4M Buy
451,740
+67,260
+17% +$4.22M 0.87% 28
2023
Q2 		$24.5M Buy
384,480
+20,295
+6% +$1.24M 0.82% 27
2023
Q1 		$20.6M Buy
364,185
+13,020
+4% +$713K 0.78% 27
2022
Q4 		$19.8M Buy
351,165
+47,370
+16% +$2.55M 0.85% 26
2022
Q3 		$14.2M Buy
303,795
+36,735
+14% +$1.71M 0.67% 38
2022
Q2 		$11.2M Buy
267,060
+41,775
+19% +$1.8M 0.51% 51
2022
Q1 		$10.3M Buy
225,285
+10,155
+5% +$454K 0.46% 58
2021
Q4 		$10.1M Buy
215,130
+4,560
+2% +$197K 0.42% 60
2021
Q3 		$8.58M Buy
210,570
+10,110
+5% +$405K 0.51% 50
2021
Q2 		$7.57M Buy
200,460
+10,800
+6% +$387K 0.58% 55
2021
Q1 		$6.41M Buy
189,660
+134,685
+245% +$4.17M 0.64% 47
2020
Q4 		$1.66M Buy
+54,975
New +$1.66M 0.51% 59

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

NewEdge Wealth's ORLY Position: Q1 2026 in Review

NewEdge Wealth reduced its O'Reilly Automotive (ORLY) stake by 4.3% in Q1 2026, selling an estimated $225K and leaving 53,654 shares worth $4.95M. The position accounts for 0.06% of the portfolio, ranked #219.

NewEdge Wealth first reported a position in ORLY in Q4 2020 and has held it in 22 quarters since. The position peaked at $32.5M in Q4 2023. 1,649 funds tracked by Wall St. Rank hold ORLY as of Q1 2026.

  • NewEdge Wealth held 53,654 shares of O'Reilly Automotive worth $4.95M as of Q1 2026.
  • NewEdge Wealth sold 2,402 O'Reilly Automotive shares in Q1 2026, an estimated $225K.
  • O'Reilly Automotive made up 0.06% of NewEdge Wealth's portfolio in Q1 2026, its #219 holding.
  • NewEdge Wealth first reported a position in O'Reilly Automotive in Q4 2020 and has held it in 22 quarters since.
  • NewEdge Wealth's O'Reilly Automotive position peaked at $32.5M in Q4 2023.
  • 1,649 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q1 2026.

Based on NewEdge Wealth's 13F filing for Q1 2026, filed 13 May 2026.