Pinnacle Wealth Planning Services
ORLY icon

Pinnacle Wealth Planning Services’s O'Reilly Automotive ORLY Stock Holding History

Pinnacle Wealth Planning Services’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
Q3 		$581K Sell
6,804
-136
-2% -$12K 0.06% 205
2026
Q2 		$639K Buy
6,940
+80
+1% +$7.3K 0.06% 184
2026
Q1 		$633K Buy
6,860
+258
+4% +$24.2K 0.07% 175
2025
Q4 		$602K Buy
6,602
+115
+2% +$11.2K 0.06% 173
2025
Q3 		$699K Buy
6,487
+523
+9% +$52.6K 0.08% 146
2025
Q2 		$538K Buy
5,964
+1,374
+30% +$125K 0.07% 185
2025
Q1 		$438K Buy
4,590
+240
+6% +$20.9K 0.07% 184
2024
Q4 		$344K Sell
4,350
-2,415
-36% -$195K 0.05% 220
2024
Q3 		$519K Sell
6,765
-15
-0.2% -$1.1K 0.07% 188
2024
Q2 		$477K Buy
6,780
+30
+0.4% +$2.07K 0.07% 191
2024
Q1 		$508K Sell
6,750
-15
-0.2% -$1.05K 0.07% 188
2023
Q4 		$428K Sell
6,765
-15
-0.2% -$948 0.07% 196
2023
Q3 		$411K Sell
6,780
-15
-0.2% -$941 0.07% 194
2023
Q2 		$433K Buy
6,795
+165
+2% +$10.1K 0.07% 192
2023
Q1 		$375K Buy
6,630
+285
+4% +$15.6K 0.06% 226
2022
Q4 		$357K Buy
6,345
+195
+3% +$10.5K 0.06% 229
2022
Q3 		$289K Buy
6,150
+270
+5% +$12.6K 0.05% 249
2022
Q2 		$248K Buy
5,880
+735
+14% +$31.6K 0.04% 286
2022
Q1 		$235K Buy
5,145
+525
+11% +$23.4K 0.04% 333
2021
Q4 		$217K Buy
+4,620
New +$200K 0.04% 344
2021
Q1 		– Sell
-2,805
Closed -$85K – 1456
2020
Q4 		$85K Buy
+2,805
New +$84.7K 0.02% 541

Other funds holding ORLY

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Pinnacle Wealth Planning Services's ORLY Position: Q3 2026 in Review

Pinnacle Wealth Planning Services reduced its O'Reilly Automotive (ORLY) stake by 2% in Q3 2026, selling an estimated $12K and leaving 6,804 shares worth $581K. The position accounts for 0.06% of the portfolio, ranked #205.

Pinnacle Wealth Planning Services first reported a position in ORLY in Q4 2020 and has held it in 21 quarters since. The position peaked at $699K in Q3 2025. 1,379 funds tracked by Wall St. Rank hold ORLY as of Q3 2026.

  • Pinnacle Wealth Planning Services held 6,804 shares of O'Reilly Automotive worth $581K as of Q3 2026.
  • Pinnacle Wealth Planning Services sold 136 O'Reilly Automotive shares in Q3 2026, an estimated $12K.
  • O'Reilly Automotive made up 0.06% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #205 holding.
  • Pinnacle Wealth Planning Services first reported a position in O'Reilly Automotive in Q4 2020 and has held it in 21 quarters since.
  • Pinnacle Wealth Planning Services's O'Reilly Automotive position peaked at $699K in Q3 2025.
  • 1,379 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.