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

Triad 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 		$450K Buy
4,880
+619
+15% +$58.1K 0.04% 293
2025
Q4 		$389K Sell
4,261
-762
-15% -$74.4K 0.04% 323
2025
Q3 		$542K Sell
5,023
-17
-0.3% -$1.71K 0.07% 193
2025
Q2 		$454K Buy
5,040
+345
+7% +$31.5K 0.09% 168
2025
Q1 		$448K Buy
4,695
+330
+8% +$28.7K 0.14% 114
2024
Q4 		$345K Buy
+4,365
New +$352K 0.12% 121
2024
Q3 		– Sell
-3,165
Closed -$223K – 635
2024
Q2 		$223K Buy
+3,165
New +$219K 0.12% 88

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

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

Triad Wealth Partners increased its O'Reilly Automotive (ORLY) stake by 15% in Q1 2026, buying an estimated $58.1K and bringing the position to 4,880 shares worth $450K. The position accounts for 0.04% of the portfolio, ranked #293.

Triad Wealth Partners first reported a position in ORLY in Q2 2024 and has held it in 7 quarters since. The position peaked at $542K in Q3 2025. 1,651 funds tracked by Wall St. Rank hold ORLY as of Q1 2026.

  • Triad Wealth Partners held 4,880 shares of O'Reilly Automotive worth $450K as of Q1 2026.
  • Triad Wealth Partners bought 619 O'Reilly Automotive shares in Q1 2026, an estimated $58.1K.
  • O'Reilly Automotive made up 0.04% of Triad Wealth Partners's portfolio in Q1 2026, its #293 holding.
  • Triad Wealth Partners first reported a position in O'Reilly Automotive in Q2 2024 and has held it in 7 quarters since.
  • Triad Wealth Partners's O'Reilly Automotive position peaked at $542K in Q3 2025.
  • 1,651 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q1 2026.

Based on Triad Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.