BW
ORLY icon

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

Bison Wealth’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
Q4 		$221K Buy
2,790
+15
+0.5% +$1.21K 0.05% 286
2024
Q3 		$213K Buy
+2,775
New +$204K 0.03% 386
2022
Q1 		– Sell
-485,940
Closed -$75K – 399
2021
Q4 		$75K Sell
485,940
-1,455
-0.3% -$63K 0.04% 226
2021
Q3 		$128K Hold
487,395
– – 0.06% 264
2021
Q2 		$121K Buy
487,395
+675
+0.1% +$24.2K 0.05% 268
2021
Q1 		$89K Buy
+486,720
New +$15.1M 0.04% 286

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return

Bison Wealth's ORLY Position: Q4 2024 in Review

Bison Wealth increased its O'Reilly Automotive (ORLY) stake by 0.54% in Q4 2024, buying an estimated $1.21K and bringing the position to 2,790 shares worth $221K. The position accounts for 0.05% of the portfolio, ranked #286.

Bison Wealth first reported a position in ORLY in Q1 2021 and has held it in 6 quarters since. 1,517 funds tracked by Wall St. Rank hold ORLY as of Q4 2024.

  • Bison Wealth held 2,790 shares of O'Reilly Automotive worth $221K as of Q4 2024.
  • Bison Wealth bought 15 O'Reilly Automotive shares in Q4 2024, an estimated $1.21K.
  • O'Reilly Automotive made up 0.05% of Bison Wealth's portfolio in Q4 2024, its #286 holding.
  • Bison Wealth first reported a position in O'Reilly Automotive in Q1 2021 and has held it in 6 quarters since.
  • 1,517 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q4 2024.

Based on Bison Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.