United Advisor Group’s O'Reilly Automotive ORLY Stock Holding History

United Advisor Group’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	$462K	Buy	5,008 +159	+3%	+$14.9K	0.06%	304
2025 Q4	$442K	Sell	4,849 -61	-1%	-$5.96K	0.06%	302
2025 Q3	$529K	Buy	4,910 +178	+4%	+$17.9K	0.07%	254
2025 Q2	$426K	Buy	4,732 +7	+0.1%	+$638	0.07%	251
2025 Q1	$451K	Buy	4,725 +75	+2%	+$6.53K	0.09%	200
2024 Q4	$368K	Sell	4,650 -15	-0.3%	-$1.21K	0.07%	252
2024 Q3	$358K	Buy	4,665 +1,635	+54%	+$120K	0.08%	249
2024 Q2	$213K	Sell	3,030 -60	-2%	-$4.15K	0.07%	250
2024 Q1	$233K	Buy	+3,090	New	+$216K	0.09%	191

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

United Advisor Group's ORLY Position: Q1 2026 in Review

United Advisor Group increased its O'Reilly Automotive (ORLY) stake by 3.3% in Q1 2026, buying an estimated $14.9K and bringing the position to 5,008 shares worth $462K. The position accounts for 0.06% of the portfolio, ranked #304.

United Advisor Group first reported a position in ORLY in Q1 2024 and has held it in 9 quarters since. The position peaked at $529K in Q3 2025. 1,649 funds tracked by Wall St. Rank hold ORLY as of Q1 2026.

United Advisor Group held 5,008 shares of O'Reilly Automotive worth $462K as of Q1 2026.
United Advisor Group bought 159 O'Reilly Automotive shares in Q1 2026, an estimated $14.9K.
O'Reilly Automotive made up 0.06% of United Advisor Group's portfolio in Q1 2026, its #304 holding.
United Advisor Group first reported a position in O'Reilly Automotive in Q1 2024 and has held it in 9 quarters since.
United Advisor Group's O'Reilly Automotive position peaked at $529K in Q3 2025.
1,649 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q1 2026.

Based on United Advisor Group's 13F filing for Q1 2026, filed 17 Apr 2026.