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

Avior 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
2025
Q2 		– Sell
-3,585
Closed -$342K – 756
2025
Q1 		$342K Buy
3,585
+120
+3% +$10.4K 0.01% 515
2024
Q4 		$274K Sell
3,465
-15
-0.4% -$1.21K 0.01% 609
2024
Q3 		$267K Buy
3,480
+60
+2% +$4.41K 0.01% 622
2024
Q2 		$241K Sell
3,420
-645
-16% -$44.6K 0.01% 627
2024
Q1 		$306K Buy
4,065
+3,960
+3,771% +$277K 0.01% 579
2023
Q4 		$6.65K Sell
105
-15
-13% -$948 ﹤0.01% 1072
2023
Q3 		$7.27K Hold
120
– – ﹤0.01% 1093
2023
Q2 		$7.64K Sell
120
-630
-84% -$38.5K ﹤0.01% 1072
2023
Q1 		$42.4K Buy
750
+90
+14% +$4.93K ﹤0.01% 810
2022
Q4 		$37.1K Sell
660
-75
-10% -$4.03K ﹤0.01% 673
2022
Q3 		$34K Hold
735
– – ﹤0.01% 662
2022
Q2 		$30K Hold
735
– – ﹤0.01% 634
2022
Q1 		$33K Hold
735
– – ﹤0.01% 648
2021
Q4 		$34K Hold
735
– – ﹤0.01% 623
2021
Q3 		$29K Buy
735
+75
+11% +$3K ﹤0.01% 615
2021
Q2 		$24K Hold
660
– – ﹤0.01% 625
2021
Q1 		$22K Sell
660
-375
-36% -$11.6K ﹤0.01% 640
2020
Q4 		$31K Buy
1,035
+375
+57% +$11.3K ﹤0.01% 545
2020
Q3 		$20K Hold
660
– – ﹤0.01% 592
2020
Q2 		$18K Hold
660
– – ﹤0.01% 585
2020
Q1 		$13K Hold
660
– – ﹤0.01% 550
2019
Q4 		$19K Hold
660
– – ﹤0.01% 534
2019
Q3 		$17K Hold
660
– – ﹤0.01% 541
2019
Q2 		$16K Buy
660
+30
+5% +$760 ﹤0.01% 553
2019
Q1 		$16K Buy
+630
New +$15.2K ﹤0.01% 504
2018
Q2 		– Sell
-75
Closed -$1K – 836
2018
Q1 		$1K Hold
75
– – ﹤0.01% 749
2017
Q4 		$1K Buy
+75
New +$1.12K ﹤0.01% 751

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 $3.38T AUM 44.17% 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

Avior Wealth Management's ORLY Position: Q2 2025 in Review

Avior Wealth Management sold out of O'Reilly Automotive (ORLY) in Q2 2025, closing a stake of 3,585 shares — an estimated $342K sold.

Avior Wealth Management first reported a position in ORLY in Q4 2017 and held it in 27 quarters. The position peaked at $342K in Q1 2025. 1,606 funds tracked by Wall St. Rank hold ORLY as of Q2 2025.

  • Avior Wealth Management reported no remaining O'Reilly Automotive position as of Q2 2025 after selling out during the quarter.
  • Avior Wealth Management sold 3,585 O'Reilly Automotive shares in Q2 2025, an estimated $342K.
  • Avior Wealth Management first reported a position in O'Reilly Automotive in Q4 2017 and held it in 27 quarters.
  • Avior Wealth Management's O'Reilly Automotive position peaked at $342K in Q1 2025.
  • 1,606 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q2 2025.

Based on Avior Wealth Management's 13F filing for Q2 2025, filed 17 Jul 2025.