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

SHP Wealth Management’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 		$719K Sell
7,787
-1,570
-17% -$147K 0.05% 119
2025
Q4 		$853K Buy
+9,357
New +$914K 0.07% 96

Other funds holding ORLY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $204B AUM 27.99% 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

SHP Wealth Management's ORLY Position: Q1 2026 in Review

SHP Wealth Management reduced its O'Reilly Automotive (ORLY) stake by 17% in Q1 2026, selling an estimated $147K and leaving 7,787 shares worth $719K. The position accounts for 0.05% of the portfolio, ranked #119.

SHP Wealth Management first reported a position in ORLY in Q4 2025 and has held it in 2 quarters since. The position peaked at $853K in Q4 2025. 1,653 funds tracked by Wall St. Rank hold ORLY as of Q1 2026.

  • SHP Wealth Management held 7,787 shares of O'Reilly Automotive worth $719K as of Q1 2026.
  • SHP Wealth Management sold 1,570 O'Reilly Automotive shares in Q1 2026, an estimated $147K.
  • O'Reilly Automotive made up 0.05% of SHP Wealth Management's portfolio in Q1 2026, its #119 holding.
  • SHP Wealth Management first reported a position in O'Reilly Automotive in Q4 2025 and has held it in 2 quarters since.
  • SHP Wealth Management's O'Reilly Automotive position peaked at $853K in Q4 2025.
  • 1,653 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.