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Regal Investment Advisors’s O'Reilly Automotive ORLY Stock Holding History

Regal Investment Advisors’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 		$816K Buy
8,844
+63
+0.7% +$5.91K 0.05% 330
2025
Q4 		$801K Sell
8,781
-294
-3% -$28.7K 0.05% 326
2025
Q3 		$978K Buy
9,075
+1,392
+18% +$140K 0.06% 263
2025
Q2 		$693K Buy
7,683
+618
+9% +$56.3K 0.05% 295
2025
Q1 		$675K Buy
7,065
+615
+10% +$53.5K 0.05% 272
2024
Q4 		$510K Buy
6,450
+180
+3% +$14.5K 0.04% 320
2024
Q3 		$481K Sell
6,270
-1,050
-14% -$77.1K 0.03% 361
2024
Q2 		$515K Buy
7,320
+660
+10% +$45.6K 0.03% 351
2024
Q1 		$501K Buy
6,660
+180
+3% +$12.6K 0.03% 364
2023
Q4 		$410K Buy
6,480
+480
+8% +$30.3K 0.03% 365
2023
Q3 		$363K Buy
6,000
+360
+6% +$22.6K 0.03% 353
2023
Q2 		$359K Sell
5,640
-135
-2% -$8.24K 0.03% 360
2023
Q1 		$326K Buy
5,775
+75
+1% +$4.11K 0.03% 368
2022
Q4 		$321K Sell
5,700
-705
-11% -$37.9K 0.03% 364
2022
Q3 		$300K Buy
6,405
+795
+14% +$37.1K 0.03% 368
2022
Q2 		$236K Buy
5,610
+240
+4% +$10.3K 0.02% 424
2022
Q1 		$245K Buy
5,370
+405
+8% +$18.1K 0.02% 461
2021
Q4 		$234K Buy
+4,965
New +$215K 0.02% 491
2018
Q3 		– Sell
-113,280
Closed -$2.07M – 339
2018
Q2 		$2.07M Sell
113,280
-23,940
-17% -$417K 0.63% 41
2018
Q1 		$2.26M Sell
137,220
-8,190
-6% -$139K 0.5% 58
2017
Q4 		$2.33M Sell
145,410
-5,070
-3% -$75.5K 0.52% 59
2017
Q3 		$2.16M Buy
+150,480
New +$1.99M 0.5% 62
2013
Q3 		– Sell
-600
Closed -$5K – 918
2013
Q2 		$5K Buy
+600
New +$4.32K ﹤0.01% 699

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

Regal Investment Advisors's ORLY Position: Q1 2026 in Review

Regal Investment Advisors increased its O'Reilly Automotive (ORLY) stake by 0.72% in Q1 2026, buying an estimated $5.91K and bringing the position to 8,844 shares worth $816K. The position accounts for 0.05% of the portfolio, ranked #330.

Regal Investment Advisors first reported a position in ORLY in Q2 2013 and has held it in 23 quarters since. The position peaked at $2.33M in Q4 2017. 1,651 funds tracked by Wall St. Rank hold ORLY as of Q1 2026.

  • Regal Investment Advisors held 8,844 shares of O'Reilly Automotive worth $816K as of Q1 2026.
  • Regal Investment Advisors bought 63 O'Reilly Automotive shares in Q1 2026, an estimated $5.91K.
  • O'Reilly Automotive made up 0.05% of Regal Investment Advisors's portfolio in Q1 2026, its #330 holding.
  • Regal Investment Advisors first reported a position in O'Reilly Automotive in Q2 2013 and has held it in 23 quarters since.
  • Regal Investment Advisors's O'Reilly Automotive position peaked at $2.33M in Q4 2017.
  • 1,651 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q1 2026.

Based on Regal Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.