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 Q3	$408K	Sell	4,779 -5	-0.1%	-$440	0.04%	386
2026 Q2	$441K	Sell	4,784 -224	-4%	-$20.4K	0.05%	346
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%	+$6.52K	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

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Welch & Forbes Boston, Massachusetts $8.34B AUM 13.98% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

United Advisor Group's ORLY Position: Q3 2026 in Review

United Advisor Group reduced its O'Reilly Automotive (ORLY) stake by 0.1% in Q3 2026, selling an estimated $440 and leaving 4,779 shares worth $408K. The position accounts for 0.04% of the portfolio, ranked #386.

United Advisor Group first reported a position in ORLY in Q1 2024 and has held it in 11 quarters since. The position peaked at $529K in Q3 2025. 973 funds tracked by Wall St. Rank hold ORLY as of Q3 2026.

United Advisor Group held 4,779 shares of O'Reilly Automotive worth $408K as of Q3 2026.
United Advisor Group sold 5 O'Reilly Automotive shares in Q3 2026, an estimated $440.
O'Reilly Automotive made up 0.04% of United Advisor Group's portfolio in Q3 2026, its #386 holding.
United Advisor Group first reported a position in O'Reilly Automotive in Q1 2024 and has held it in 11 quarters since.
United Advisor Group's O'Reilly Automotive position peaked at $529K in Q3 2025.
973 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q3 2026.

Based on United Advisor Group's 13F filing for Q3 2026, filed 3 Nov 2026.