Wealth Alliance’s O'Reilly Automotive ORLY Stock Holding History

Wealth Alliance’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	$412K	Buy	4,467 +32	+0.7%	+$3K	0.04%	342
2025 Q4	$405K	Sell	4,435 -119	-3%	-$11.6K	0.04%	357
2025 Q3	$491K	Sell	4,554 -13	-0.3%	-$1.31K	0.05%	307
2025 Q2	$412K	Sell	4,567 -323	-7%	-$29.4K	0.05%	336
2025 Q1	$466K	Sell	4,890 -105	-2%	-$9.13K	0.06%	290
2024 Q4	$394K	Sell	4,995 -210	-4%	-$16.9K	0.05%	306
2024 Q3	$399K	Sell	5,205 -585	-10%	-$43K	0.05%	327
2024 Q2	$407K	Buy	5,790 +285	+5%	+$19.7K	0.05%	302
2024 Q1	$414K	Buy	5,505 +135	+3%	+$9.44K	0.05%	314
2023 Q4	$340K	Buy	5,370 +1,110	+26%	+$70.1K	0.05%	348
2023 Q3	$258K	Hold	4,260	–	–	0.04%	391
2023 Q2	$271K	Buy	4,260 +15	+0.4%	+$916	0.04%	405
2023 Q1	$240K	Buy	4,245 +540	+15%	+$29.6K	0.04%	425
2022 Q4	$208K	Buy	+3,705	New	+$199K	0.04%	458

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

Wealth Alliance's ORLY Position: Q1 2026 in Review

Wealth Alliance increased its O'Reilly Automotive (ORLY) stake by 0.72% in Q1 2026, buying an estimated $3K and bringing the position to 4,467 shares worth $412K. The position accounts for 0.04% of the portfolio, ranked #342.

Wealth Alliance first reported a position in ORLY in Q4 2022 and has held it in 14 quarters since. The position peaked at $491K in Q3 2025. 1,650 funds tracked by Wall St. Rank hold ORLY as of Q1 2026.

Wealth Alliance held 4,467 shares of O'Reilly Automotive worth $412K as of Q1 2026.
Wealth Alliance bought 32 O'Reilly Automotive shares in Q1 2026, an estimated $3K.
O'Reilly Automotive made up 0.04% of Wealth Alliance's portfolio in Q1 2026, its #342 holding.
Wealth Alliance first reported a position in O'Reilly Automotive in Q4 2022 and has held it in 14 quarters since.
Wealth Alliance's O'Reilly Automotive position peaked at $491K in Q3 2025.
1,650 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q1 2026.

Based on Wealth Alliance's 13F filing for Q1 2026, filed 14 May 2026.