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Plan A Wealth’s O'Reilly Automotive ORLY Stock Holding History

Plan A 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
Q3 		$1.05M Buy
12,329
+641
+5% +$56.4K 0.38% 30
2026
Q2 		$1.08M Buy
11,688
+1,257
+12% +$115K 0.46% 24
2026
Q1 		$963K Buy
10,431
+693
+7% +$65K 0.46% 24
2025
Q4 		$888K Buy
9,738
+364
+4% +$35.6K 0.43% 25
2025
Q3 		$1.01M Buy
9,374
+1,194
+15% +$120K 0.51% 23
2025
Q2 		$737K Buy
8,180
+4,205
+106% +$383K 0.42% 35
2025
Q1 		$380K Buy
+3,975
New +$346K 0.29% 56

Other funds holding ORLY

FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
OMC
Overbrook Management Corp New York $643M AUM 29.06% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
HCM
Horrell Capital Management Little Rock, Arkansas $189M AUM 7.99% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Plan A Wealth's ORLY Position: Q3 2026 in Review

Plan A Wealth increased its O'Reilly Automotive (ORLY) stake by 5.5% in Q3 2026, buying an estimated $56.4K and bringing the position to 12,329 shares worth $1.05M. The position accounts for 0.38% of the portfolio, ranked #30.

Plan A Wealth first reported a position in ORLY in Q1 2025 and has held it in 7 quarters since. The position peaked at $1.08M in Q2 2026. 56 funds tracked by Wall St. Rank hold ORLY as of Q3 2026.

  • Plan A Wealth held 12,329 shares of O'Reilly Automotive worth $1.05M as of Q3 2026.
  • Plan A Wealth bought 641 O'Reilly Automotive shares in Q3 2026, an estimated $56.4K.
  • O'Reilly Automotive made up 0.38% of Plan A Wealth's portfolio in Q3 2026, its #30 holding.
  • Plan A Wealth first reported a position in O'Reilly Automotive in Q1 2025 and has held it in 7 quarters since.
  • Plan A Wealth's O'Reilly Automotive position peaked at $1.08M in Q2 2026.
  • 56 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q3 2026.

Based on Plan A Wealth's 13F filing for Q3 2026, filed 8 Oct 2026.