PDS Planning’s O'Reilly Automotive ORLY Stock Holding History

PDS Planning’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	$635K	Buy	6,878 +261	+4%	+$24.5K	0.04%	216
2025 Q4	$604K	Sell	6,617 -554	-8%	-$54.1K	0.04%	219
2025 Q3	$773K	Buy	7,171 +211	+3%	+$21.2K	0.05%	173
2025 Q2	$627K	Buy	6,960 +555	+9%	+$50.6K	0.05%	197
2025 Q1	$612K	Buy	6,405 +315	+5%	+$27.4K	0.05%	180
2024 Q4	$481K	Buy	6,090 +75	+1%	+$6.05K	0.04%	196
2024 Q3	$462K	Buy	6,015 +105	+2%	+$7.71K	0.04%	209
2024 Q2	$416K	Buy	5,910 +1,005	+20%	+$69.5K	0.04%	202
2024 Q1	$369K	Buy	4,905 +345	+8%	+$24.1K	0.04%	214
2023 Q4	$289K	Sell	4,560 -225	-5%	-$14.2K	0.03%	239
2023 Q3	$290K	Buy	4,785 +45	+0.9%	+$2.82K	0.04%	220
2023 Q2	$302K	Buy	4,740 +1,200	+34%	+$73.3K	0.04%	216
2023 Q1	$200K	Buy	+3,540	New	+$194K	0.03%	271

Other funds holding ORLY

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PDS Planning's ORLY Position: Q1 2026 in Review

PDS Planning increased its O'Reilly Automotive (ORLY) stake by 3.9% in Q1 2026, buying an estimated $24.5K and bringing the position to 6,878 shares worth $635K. The position accounts for 0.04% of the portfolio, ranked #216.

PDS Planning first reported a position in ORLY in Q1 2023 and has held it in 13 quarters since. The position peaked at $773K in Q3 2025. 1,649 funds tracked by Wall St. Rank hold ORLY as of Q1 2026.

PDS Planning held 6,878 shares of O'Reilly Automotive worth $635K as of Q1 2026.
PDS Planning bought 261 O'Reilly Automotive shares in Q1 2026, an estimated $24.5K.
O'Reilly Automotive made up 0.04% of PDS Planning's portfolio in Q1 2026, its #216 holding.
PDS Planning first reported a position in O'Reilly Automotive in Q1 2023 and has held it in 13 quarters since.
PDS Planning's O'Reilly Automotive position peaked at $773K in Q3 2025.
1,649 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q1 2026.

Based on PDS Planning's 13F filing for Q1 2026, filed 22 Apr 2026.