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Phoenix Financial’s O'Reilly Automotive ORLY Stock Holding History

Phoenix Financial’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 		$761K Buy
8,243
+1,434
+21% +$134K 0.01% 253
2025
Q4 		$621K Buy
6,809
+1,133
+20% +$111K 0.01% 276
2025
Q3 		$612K Buy
5,676
+1,350
+31% +$136K 0.01% 271
2025
Q2 		$390K Buy
4,326
+906
+26% +$82.6K 0.01% 306
2025
Q1 		$327K Sell
3,420
-14,505
-81% -$1.26M 0.01% 290
2024
Q4 		$1.42M Buy
+17,925
New +$1.45M 0.02% 201

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

Phoenix Financial's ORLY Position: Q1 2026 in Review

Phoenix Financial increased its O'Reilly Automotive (ORLY) stake by 21% in Q1 2026, buying an estimated $134K and bringing the position to 8,243 shares worth $761K. The position accounts for 0.01% of the portfolio, ranked #253.

Phoenix Financial first reported a position in ORLY in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.42M in Q4 2024. 1,654 funds tracked by Wall St. Rank hold ORLY as of Q1 2026.

  • Phoenix Financial held 8,243 shares of O'Reilly Automotive worth $761K as of Q1 2026.
  • Phoenix Financial bought 1,434 O'Reilly Automotive shares in Q1 2026, an estimated $134K.
  • O'Reilly Automotive made up 0.01% of Phoenix Financial's portfolio in Q1 2026, its #253 holding.
  • Phoenix Financial first reported a position in O'Reilly Automotive in Q4 2024 and has held it in 6 quarters since.
  • Phoenix Financial's O'Reilly Automotive position peaked at $1.42M in Q4 2024.
  • 1,654 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q1 2026.

Based on Phoenix Financial's 13F filing for Q1 2026, filed 11 May 2026.