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Private Wealth Management Group’s O'Reilly Automotive ORLY Stock Holding History

Private Wealth Management Group’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 		$195K Hold
2,115
– – 0.05% 84
2025
Q4 		$193K Hold
2,115
– – 0.05% 88
2025
Q3 		$228K Hold
2,115
– – 0.06% 81
2025
Q2 		$191K Hold
2,115
– – 0.06% 84
2025
Q1 		$202K Hold
2,115
– – 0.07% 80
2024
Q4 		$167K Sell
2,115
-480
-18% -$38.7K 0.06% 87
2024
Q3 		$199K Hold
2,595
– – 0.08% 75
2024
Q2 		$183K Sell
2,595
-75
-3% -$5.18K 0.08% 79
2024
Q1 		$201K Hold
2,670
– – 0.09% 69
2023
Q4 		$169K Buy
+2,670
New +$169K 0.08% 74

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

Private Wealth Management Group's ORLY Position: Q1 2026 in Review

Private Wealth Management Group held its O'Reilly Automotive (ORLY) position steady in Q1 2026 at 2,115 shares worth $195K. The position accounts for 0.05% of the portfolio, ranked #84.

Private Wealth Management Group first reported a position in ORLY in Q4 2023 and has held it in 10 quarters since. The position peaked at $228K in Q3 2025. 1,649 funds tracked by Wall St. Rank hold ORLY as of Q1 2026.

  • Private Wealth Management Group held 2,115 shares of O'Reilly Automotive worth $195K as of Q1 2026.
  • Private Wealth Management Group left its O'Reilly Automotive share count unchanged in Q1 2026.
  • O'Reilly Automotive made up 0.05% of Private Wealth Management Group's portfolio in Q1 2026, its #84 holding.
  • Private Wealth Management Group first reported a position in O'Reilly Automotive in Q4 2023 and has held it in 10 quarters since.
  • Private Wealth Management Group's O'Reilly Automotive position peaked at $228K in Q3 2025.
  • 1,649 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q1 2026.

Based on Private Wealth Management Group's 13F filing for Q1 2026, filed 23 Apr 2026.