Strategic Wealth Partners’s O'Reilly Automotive ORLY Stock Holding History

Strategic Wealth 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	$175K	Buy	1,899 +9	+0.5%	+$844	0.01%	319
2025 Q4	$172K	Hold	1,890	–	–	0.01%	328
2025 Q3	$204K	Sell	1,890 -990	-34%	-$99.5K	0.02%	333
2025 Q2	$260K	Buy	+2,880	New	+$263K	0.02%	292
2024 Q4	$256K	Buy	+2,880	New	+$232K	0.02%	280
2019 Q4	–	Sell	-1,140	Closed	-$5.6K	–	385
2019 Q3	$5.6K	Sell	1,140 -915	-45%	-$23.6K	0.03%	171
2019 Q2	$50K	Sell	2,055 -825	-29%	-$20.9K	0.02%	232
2019 Q1	$75K	Sell	2,880 -15	-0.5%	-$363	0.03%	202
2018 Q4	$66K	Sell	2,895 -465	-14%	-$10.6K	0.03%	207
2018 Q3	$78K	Sell	3,360 -870	-21%	-$18.5K	0.04%	200
2018 Q2	$77K	Sell	4,230 -9,525	-69%	-$166K	0.04%	216
2018 Q1	$227K	Sell	13,755 -540	-4%	-$9.13K	0.12%	141
2017 Q4	$202K	Buy	+14,295	New	+$213K	0.11%	146

Other funds holding ORLY

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Strategic Wealth Partners's ORLY Position: Q1 2026 in Review

Strategic Wealth Partners increased its O'Reilly Automotive (ORLY) stake by 0.48% in Q1 2026, buying an estimated $844 and bringing the position to 1,899 shares worth $175K. The position accounts for 0.01% of the portfolio, ranked #319.

Strategic Wealth Partners first reported a position in ORLY in Q4 2017 and has held it in 13 quarters since. The position peaked at $260K in Q2 2025. 1,649 funds tracked by Wall St. Rank hold ORLY as of Q1 2026.

Strategic Wealth Partners held 1,899 shares of O'Reilly Automotive worth $175K as of Q1 2026.
Strategic Wealth Partners bought 9 O'Reilly Automotive shares in Q1 2026, an estimated $844.
O'Reilly Automotive made up 0.01% of Strategic Wealth Partners's portfolio in Q1 2026, its #319 holding.
Strategic Wealth Partners first reported a position in O'Reilly Automotive in Q4 2017 and has held it in 13 quarters since.
Strategic Wealth Partners's O'Reilly Automotive position peaked at $260K in Q2 2025.
1,649 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.