AAS
ORLY icon

Avantax Advisory Services’s O'Reilly Automotive ORLY Stock Holding History

Avantax Advisory Services’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 		$4M Buy
44,411
+1,646
+4% +$150K 0.02% 528
2025
Q1 		$4.08M Buy
42,765
+3,390
+9% +$295K 0.02% 484
2024
Q4 		$3.11M Buy
39,375
+6,705
+21% +$541K 0.02% 548
2024
Q3 		$2.51M Buy
32,670
+2,880
+10% +$212K 0.02% 596
2024
Q2 		$2.1M Buy
29,790
+9,030
+43% +$624K 0.02% 645
2024
Q1 		$1.56M Buy
20,760
+1,200
+6% +$83.9K 0.01% 612
2023
Q4 		$1.24M Buy
19,560
+2,070
+12% +$131K 0.01% 642
2023
Q3 		$1.06M Buy
17,490
+3,675
+27% +$231K 0.01% 668
2023
Q2 		$880K Sell
13,815
-19,905
-59% -$1.22M 0.01% 727
2023
Q1 		$1.91M Sell
33,720
-3,210
-9% -$176K 0.02% 456
2022
Q4 		$2.08M Sell
36,930
-6,225
-14% -$335K 0.03% 416
2022
Q3 		$2.02M Buy
43,155
+3,555
+9% +$166K 0.03% 369
2022
Q2 		$1.67M Buy
39,600
+13,635
+53% +$587K 0.03% 419
2022
Q1 		$1.19M Buy
25,965
+1,200
+5% +$53.6K 0.02% 498
2021
Q4 		$1.17M Buy
24,765
+1,005
+4% +$43.5K 0.02% 493
2021
Q3 		$968K Sell
23,760
-300
-1% -$12K 0.02% 502
2021
Q2 		$908K Buy
24,060
+405
+2% +$14.5K 0.02% 498
2021
Q1 		$801K Sell
23,655
-525
-2% -$16.3K 0.02% 482
2020
Q4 		$730K Sell
24,180
-4,875
-17% -$147K 0.02% 445
2020
Q3 		$894K Buy
29,055
+3,795
+15% +$115K 0.01% 567
2020
Q2 		$709K Sell
25,260
-5,220
-17% -$136K 0.02% 408
2020
Q1 		$613K Sell
30,480
-945
-3% -$24.2K 0.02% 394
2019
Q4 		$919K Buy
+31,425
New +$899K 0.02% 350

Other funds holding ORLY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Avantax Advisory Services's ORLY Position: Q2 2025 in Review

Avantax Advisory Services increased its O'Reilly Automotive (ORLY) stake by 3.8% in Q2 2025, buying an estimated $150K and bringing the position to 44,411 shares worth $4M. The position accounts for 0.02% of the portfolio, ranked #528.

Avantax Advisory Services first reported a position in ORLY in Q4 2019 and has held it in 23 quarters since. The position peaked at $4.08M in Q1 2025. 1,604 funds tracked by Wall St. Rank hold ORLY as of Q2 2025.

  • Avantax Advisory Services held 44,411 shares of O'Reilly Automotive worth $4M as of Q2 2025.
  • Avantax Advisory Services bought 1,646 O'Reilly Automotive shares in Q2 2025, an estimated $150K.
  • O'Reilly Automotive made up 0.02% of Avantax Advisory Services's portfolio in Q2 2025, its #528 holding.
  • Avantax Advisory Services first reported a position in O'Reilly Automotive in Q4 2019 and has held it in 23 quarters since.
  • Avantax Advisory Services's O'Reilly Automotive position peaked at $4.08M in Q1 2025.
  • 1,604 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.