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Atria Wealth Solutions’s O'Reilly Automotive ORLY Stock Holding History

Atria Wealth Solutions’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
2025
Q2 		$1.82M Sell
20,228
-12,832
-39% -$1.17M 0.04% 445
2025
Q1 		$3.16M Sell
33,060
-3,465
-9% -$301K 0.04% 479
2024
Q4 		$2.89M Buy
36,525
+195
+0.5% +$15.7K 0.03% 516
2024
Q3 		$2.79M Buy
36,330
+11,895
+49% +$874K 0.03% 518
2024
Q2 		$1.72M Sell
24,435
-4,080
-14% -$282K 0.02% 683
2024
Q1 		$2.15M Sell
28,515
-3,690
-11% -$258K 0.02% 613
2023
Q4 		$2.04M Sell
32,205
-2,145
-6% -$136K 0.03% 599
2023
Q3 		$2.08M Sell
34,350
-1,665
-5% -$104K 0.03% 548
2023
Q2 		$2.29M Buy
36,015
+2,790
+8% +$170K 0.03% 524
2023
Q1 		$1.88M Sell
33,225
-2,040
-6% -$112K 0.03% 563
2022
Q4 		$1.98M Buy
35,265
+8,295
+31% +$446K 0.03% 519
2022
Q3 		$1.26M Buy
26,970
+1,755
+7% +$81.8K 0.02% 634
2022
Q2 		$1.06M Buy
25,215
+585
+2% +$25.2K 0.02% 667
2022
Q1 		$1.12M Buy
+24,630
New +$1.1M 0.02% 682

Other funds holding ORLY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Atria Wealth Solutions's ORLY Position: Q2 2025 in Review

Atria Wealth Solutions reduced its O'Reilly Automotive (ORLY) stake by 39% in Q2 2025, selling an estimated $1.17M and leaving 20,228 shares worth $1.82M. The position accounts for 0.04% of the portfolio, ranked #445.

Atria Wealth Solutions first reported a position in ORLY in Q1 2022 and has held it in 14 quarters since. The position peaked at $3.16M in Q1 2025. 1,606 funds tracked by Wall St. Rank hold ORLY as of Q2 2025.

  • Atria Wealth Solutions held 20,228 shares of O'Reilly Automotive worth $1.82M as of Q2 2025.
  • Atria Wealth Solutions sold 12,832 O'Reilly Automotive shares in Q2 2025, an estimated $1.17M.
  • O'Reilly Automotive made up 0.04% of Atria Wealth Solutions's portfolio in Q2 2025, its #445 holding.
  • Atria Wealth Solutions first reported a position in O'Reilly Automotive in Q1 2022 and has held it in 14 quarters since.
  • Atria Wealth Solutions's O'Reilly Automotive position peaked at $3.16M in Q1 2025.
  • 1,606 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.