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Summit Wealth & Retirement Planning’s O'Reilly Automotive ORLY Stock Holding History

Summit Wealth & Retirement Planning’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 		$667K Sell
7,230
-180
-2% -$16.9K 0.16% 50
2025
Q4 		$676K Buy
7,410
+180
+2% +$17.6K 0.16% 46
2025
Q3 		$779K Hold
7,230
– – 0.19% 41
2025
Q2 		$652K Buy
+7,230
New +$659K 0.17% 41

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

Summit Wealth & Retirement Planning's ORLY Position: Q1 2026 in Review

Summit Wealth & Retirement Planning reduced its O'Reilly Automotive (ORLY) stake by 2.4% in Q1 2026, selling an estimated $16.9K and leaving 7,230 shares worth $667K. The position accounts for 0.16% of the portfolio, ranked #50.

Summit Wealth & Retirement Planning first reported a position in ORLY in Q2 2025 and has held it in 4 quarters since. The position peaked at $779K in Q3 2025. 1,649 funds tracked by Wall St. Rank hold ORLY as of Q1 2026.

  • Summit Wealth & Retirement Planning held 7,230 shares of O'Reilly Automotive worth $667K as of Q1 2026.
  • Summit Wealth & Retirement Planning sold 180 O'Reilly Automotive shares in Q1 2026, an estimated $16.9K.
  • O'Reilly Automotive made up 0.16% of Summit Wealth & Retirement Planning's portfolio in Q1 2026, its #50 holding.
  • Summit Wealth & Retirement Planning first reported a position in O'Reilly Automotive in Q2 2025 and has held it in 4 quarters since.
  • Summit Wealth & Retirement Planning's O'Reilly Automotive position peaked at $779K in Q3 2025.
  • 1,649 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q1 2026.

Based on Summit Wealth & Retirement Planning's 13F filing for Q1 2026, filed 11 May 2026.