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United Capital Financial Advisors’s O'Reilly Automotive ORLY Stock Holding History

United Capital Financial Advisors’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 		$7.22M Sell
78,268
-6,079
-7% -$570K 0.04% 292
2025
Q4 		$7.69M Sell
84,347
-1,655
-2% -$162K 0.05% 285
2025
Q3 		$9.27M Buy
86,002
+2,389
+3% +$240K 0.07% 224
2025
Q2 		$7.54M Buy
83,613
+10,353
+14% +$944K 0.06% 235
2025
Q1 		$7M Sell
73,260
-1,665
-2% -$145K 0.06% 228
2024
Q4 		$5.92M Sell
74,925
-46,410
-38% -$3.74M 0.05% 239
2024
Q3 		$9.32M Sell
121,335
-5,520
-4% -$406K 0.08% 192
2024
Q2 		$8.93M Buy
126,855
+25,125
+25% +$1.74M 0.08% 192
2024
Q1 		$7.66M Sell
101,730
-28,335
-22% -$1.98M 0.06% 211
2023
Q4 		$8.24M Sell
130,065
-166,815
-56% -$10.5M 0.07% 218
2023
Q3 		$18M Buy
296,880
+233,295
+367% +$14.6M 0.12% 161
2023
Q2 		$4.05M Buy
63,585
+26,700
+72% +$1.63M 0.02% 345
2023
Q1 		$2.09M Buy
36,885
+5,640
+18% +$309K 0.01% 445
2022
Q4 		$1.76M Buy
31,245
+525
+2% +$28.2K 0.01% 503
2022
Q3 		$1.44M Sell
30,720
-510
-2% -$23.8K 0.01% 531
2022
Q2 		$1.31M Buy
31,230
+630
+2% +$27.1K 0.01% 580
2022
Q1 		$1.4M Buy
30,600
+660
+2% +$29.5K 0.01% 599
2021
Q4 		$1.41M Buy
29,940
+270
+0.9% +$11.7K 0.01% 614
2021
Q3 		$1.21M Sell
29,670
-375
-1% -$15K 0.01% 622
2021
Q2 		$1.13M Buy
30,045
+15
+0% +$538 0.01% 661
2021
Q1 		$1.02M Buy
30,030
+945
+3% +$29.3K 0.01% 663
2020
Q4 		$878K Buy
29,085
+90
+0.3% +$2.72K 0.01% 707
2020
Q3 		$891K Buy
28,995
+120
+0.4% +$3.65K 0.01% 693
2020
Q2 		$812K Sell
28,875
-1,290
-4% -$33.7K 0.01% 722
2020
Q1 		$605K Sell
30,165
-12,615
-29% -$322K 0.01% 761
2019
Q4 		$1.25M Sell
42,780
-636,540
-94% -$18.2M 0.01% 705
2019
Q3 		$18M Buy
679,320
+332,610
+96% +$8.59M 0.13% 196
2019
Q2 		$8.54M Sell
346,710
-240,795
-41% -$6.1M 0.06% 321
2019
Q1 		$15.2M Buy
587,505
+22,140
+4% +$536K 0.11% 213
2018
Q4 		$13M Buy
565,365
+75,930
+16% +$1.73M 0.1% 210
2018
Q3 		$11.3M Buy
489,435
+92,565
+23% +$1.97M 0.08% 269
2018
Q2 		$7.24M Buy
396,870
+344,340
+656% +$5.99M 0.05% 350
2018
Q1 		$866K Sell
52,530
-128,880
-71% -$2.18M 0.01% 810
2017
Q4 		$2.91M Buy
181,410
+151,245
+501% +$2.25M 0.02% 510
2017
Q3 		$433K Buy
30,165
+4,380
+17% +$57.8K ﹤0.01% 1003
2017
Q2 		$376K Sell
25,785
-15
-0.1% -$245 ﹤0.01% 1004
2017
Q1 		$464K Sell
25,800
-150
-0.6% -$2.71K ﹤0.01% 929
2016
Q4 		$482K Sell
25,950
-3,465
-12% -$63.3K ﹤0.01% 945
2016
Q3 		$549K Sell
29,415
-375
-1% -$7.03K 0.01% 939
2016
Q2 		$538K Sell
29,790
-450
-1% -$7.96K 0.01% 893
2016
Q1 		$558K Sell
30,240
-1,440
-5% -$24.6K 0.01% 849
2015
Q4 		$535K Sell
31,680
-3,990
-11% -$69.2K 0.01% 866
2015
Q3 		$595K Sell
35,670
-3,075
-8% -$49.7K 0.01% 840
2015
Q2 		$584K Buy
38,745
+4,650
+14% +$69K 0.01% 861
2015
Q1 		$495K Sell
34,095
-4,470
-12% -$60.1K 0.01% 895
2014
Q4 		$495K Buy
38,565
+11,790
+44% +$138K 0.01% 824
2014
Q3 		$268K Buy
+26,775
New +$273K ﹤0.01% 961
2014
Q2 		– Sell
-28,125
Closed -$278K – 891
2014
Q1 		$278K Buy
+28,125
New +$268K 0.01% 797
2013
Q4 		– Sell
-24,885
Closed -$212K – 727
2013
Q3 		$212K Buy
+24,885
New +$203K 0.01% 626

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

United Capital Financial Advisors's ORLY Position: Q1 2026 in Review

United Capital Financial Advisors reduced its O'Reilly Automotive (ORLY) stake by 7.2% in Q1 2026, selling an estimated $570K and leaving 78,268 shares worth $7.22M. The position accounts for 0.04% of the portfolio, ranked #292.

United Capital Financial Advisors first reported a position in ORLY in Q3 2013 and has held it in 49 quarters since. The position peaked at $18M in Q3 2019. 1,649 funds tracked by Wall St. Rank hold ORLY as of Q1 2026.

  • United Capital Financial Advisors held 78,268 shares of O'Reilly Automotive worth $7.22M as of Q1 2026.
  • United Capital Financial Advisors sold 6,079 O'Reilly Automotive shares in Q1 2026, an estimated $570K.
  • O'Reilly Automotive made up 0.04% of United Capital Financial Advisors's portfolio in Q1 2026, its #292 holding.
  • United Capital Financial Advisors first reported a position in O'Reilly Automotive in Q3 2013 and has held it in 49 quarters since.
  • United Capital Financial Advisors's O'Reilly Automotive position peaked at $18M in Q3 2019.
  • 1,649 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.