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Root Financial Partners’s O'Reilly Automotive ORLY Stock Holding History

Root Financial Partners’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 		$64.5K Sell
699
-49
-7% -$4.6K ﹤0.01% 751
2025
Q4 		$68.2K Sell
748
-199
-21% -$19.4K ﹤0.01% 604
2025
Q3 		$102K Buy
+947
New +$95.2K 0.01% 439

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

Root Financial Partners's ORLY Position: Q1 2026 in Review

Root Financial Partners reduced its O'Reilly Automotive (ORLY) stake by 6.6% in Q1 2026, selling an estimated $4.6K and leaving 699 shares worth $64.5K. The position accounts for ﹤0.01% of the portfolio, ranked #751.

Root Financial Partners first reported a position in ORLY in Q3 2025 and has held it in 3 quarters since. The position peaked at $102K in Q3 2025. 1,650 funds tracked by Wall St. Rank hold ORLY as of Q1 2026.

  • Root Financial Partners held 699 shares of O'Reilly Automotive worth $64.5K as of Q1 2026.
  • Root Financial Partners sold 49 O'Reilly Automotive shares in Q1 2026, an estimated $4.6K.
  • O'Reilly Automotive made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #751 holding.
  • Root Financial Partners first reported a position in O'Reilly Automotive in Q3 2025 and has held it in 3 quarters since.
  • Root Financial Partners's O'Reilly Automotive position peaked at $102K in Q3 2025.
  • 1,650 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.