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Waypoint Wealth Counsel’s O'Reilly Automotive ORLY Stock Holding History

Waypoint Wealth Counsel’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 		– Sell
-3,755
Closed -$342K – 277
2025
Q4 		$342K Buy
3,755
+36
+1% +$3.52K 0.13% 169
2025
Q3 		$401K Sell
3,719
-191
-5% -$19.2K 0.16% 128
2025
Q2 		$352K Sell
3,910
-170
-4% -$15.5K 0.17% 93
2025
Q1 		$390K Buy
4,080
+480
+13% +$41.8K 0.24% 63
2024
Q4 		$285K Buy
3,600
+15
+0.4% +$1.21K 0.19% 78
2024
Q3 		$275K Buy
3,585
+90
+3% +$6.61K 0.19% 81
2024
Q2 		$246K Buy
3,495
+60
+2% +$4.15K 0.19% 75
2024
Q1 		$259K Sell
3,435
-885
-20% -$61.9K 0.2% 81
2023
Q4 		$274K Buy
4,320
+30
+0.7% +$1.9K 0.23% 74
2023
Q3 		$260K Sell
4,290
-615
-13% -$38.6K 0.25% 70
2023
Q2 		$312K Hold
4,905
– – 0.28% 60
2023
Q1 		$278K Sell
4,905
-1,095
-18% -$60K 0.22% 70
2022
Q4 		$338K Buy
+6,000
New +$323K 0.27% 67

Other funds holding ORLY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Waypoint Wealth Counsel's ORLY Position: Q1 2026 in Review

Waypoint Wealth Counsel sold out of O'Reilly Automotive (ORLY) in Q1 2026, closing a stake of 3,755 shares — an estimated $342K sold.

Waypoint Wealth Counsel first reported a position in ORLY in Q4 2022 and held it in 13 quarters. The position peaked at $401K in Q3 2025. 1,658 funds tracked by Wall St. Rank hold ORLY as of Q1 2026.

  • Waypoint Wealth Counsel reported no remaining O'Reilly Automotive position as of Q1 2026 after selling out during the quarter.
  • Waypoint Wealth Counsel sold 3,755 O'Reilly Automotive shares in Q1 2026, an estimated $342K.
  • Waypoint Wealth Counsel first reported a position in O'Reilly Automotive in Q4 2022 and held it in 13 quarters.
  • Waypoint Wealth Counsel's O'Reilly Automotive position peaked at $401K in Q3 2025.
  • 1,658 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q1 2026.

Based on Waypoint Wealth Counsel's 13F filing for Q1 2026, filed 23 Apr 2026.