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Waverly Advisors’s O'Reilly Automotive ORLY Stock Holding History

Waverly 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 		$9.58M Buy
103,768
+457
+0.4% +$42.9K 0.07% 266
2025
Q4 		$9.42M Buy
103,311
+25,455
+33% +$2.49M 0.08% 254
2025
Q3 		$8.39M Buy
77,856
+225
+0.3% +$22.6K 0.08% 224
2025
Q2 		$7M Buy
77,631
+1,461
+2% +$133K 0.08% 242
2025
Q1 		$7.27M Buy
76,170
+48,675
+177% +$4.23M 0.09% 224
2024
Q4 		$2.17M Buy
27,495
+10,095
+58% +$814K 0.03% 368
2024
Q3 		$1.34M Sell
17,400
-945
-5% -$69.4K 0.02% 399
2024
Q2 		$1.29M Buy
18,345
+6,300
+52% +$436K 0.03% 391
2024
Q1 		$907K Buy
12,045
+7,560
+169% +$529K 0.02% 385
2023
Q4 		$284K Buy
+4,485
New +$283K 0.01% 365
2014
Q1 		– Sell
-10,830
Closed -$93K – 798
2013
Q4 		$93K Sell
10,830
-1,170
-10% -$9.86K 0.03% 246
2013
Q3 		$102K Buy
+12,000
New +$98.1K 0.05% 148

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

Waverly Advisors's ORLY Position: Q1 2026 in Review

Waverly Advisors increased its O'Reilly Automotive (ORLY) stake by 0.44% in Q1 2026, buying an estimated $42.9K and bringing the position to 103,768 shares worth $9.58M. The position accounts for 0.07% of the portfolio, ranked #266.

Waverly Advisors first reported a position in ORLY in Q3 2013 and has held it in 12 quarters since. 1,649 funds tracked by Wall St. Rank hold ORLY as of Q1 2026.

  • Waverly Advisors held 103,768 shares of O'Reilly Automotive worth $9.58M as of Q1 2026.
  • Waverly Advisors bought 457 O'Reilly Automotive shares in Q1 2026, an estimated $42.9K.
  • O'Reilly Automotive made up 0.07% of Waverly Advisors's portfolio in Q1 2026, its #266 holding.
  • Waverly Advisors first reported a position in O'Reilly Automotive in Q3 2013 and has held it in 12 quarters since.
  • 1,649 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q1 2026.

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