9258 Wealth Management’s O'Reilly Automotive ORLY Stock Holding History

9258 Wealth Management’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
2024 Q3	$683K	Sell	8,895 -30	-0.3%	-$2.2K	0.1%	163
2024 Q2	$628K	Buy	8,925 +525	+6%	+$36.3K	0.1%	164
2024 Q1	$632K	Sell	8,400 -45	-0.5%	-$3.15K	0.1%	169
2023 Q4	$535K	Sell	8,445 -75	-0.9%	-$4.74K	0.09%	174
2023 Q3	$516K	Hold	8,520	–	–	0.1%	171
2023 Q2	$543K	Buy	8,520 +300	+4%	+$18.3K	0.1%	172
2023 Q1	$465K	Hold	8,220	–	–	0.09%	187
2022 Q4	$463K	Buy	8,220 +2,370	+41%	+$127K	0.1%	186
2022 Q3	$274K	Hold	5,850	–	–	0.07%	256
2022 Q2	$246K	Buy	5,850 +30	+0.5%	+$1.29K	0.06%	287
2022 Q1	$266K	Buy	5,820 +15	+0.3%	+$670	0.06%	303
2021 Q4	$273K	Hold	5,805	–	–	0.06%	307
2021 Q3	$236K	Hold	5,805	–	–	0.06%	303
2021 Q2	$219K	Sell	5,805 -435	-7%	-$15.6K	0.06%	316
2021 Q1	$211K	Buy	+6,240	New	+$193K	0.06%	304
2020 Q2	–	Sell	-8,550	Closed	-$222K	–	286
2020 Q1	$222K	Buy	+8,550	New	+$219K	0.1%	232

Other funds holding ORLY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

9258 Wealth Management's ORLY Position: Q3 2024 in Review

9258 Wealth Management reduced its O'Reilly Automotive (ORLY) stake by 0.34% in Q3 2024, selling an estimated $2.2K and leaving 8,895 shares worth $683K. The position accounts for 0.1% of the portfolio, ranked #163.

9258 Wealth Management first reported a position in ORLY in Q1 2020 and has held it in 16 quarters since. 1,389 funds tracked by Wall St. Rank hold ORLY as of Q3 2024.

9258 Wealth Management held 8,895 shares of O'Reilly Automotive worth $683K as of Q3 2024.
9258 Wealth Management sold 30 O'Reilly Automotive shares in Q3 2024, an estimated $2.2K.
O'Reilly Automotive made up 0.1% of 9258 Wealth Management's portfolio in Q3 2024, its #163 holding.
9258 Wealth Management first reported a position in O'Reilly Automotive in Q1 2020 and has held it in 16 quarters since.
1,389 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q3 2024.

Based on 9258 Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.