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

Brass Tax 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
Q3 		$509K Hold
4,725
– – 0.08% 118
2025
Q2 		$426K Sell
4,725
-15
-0.3% -$1.37K 0.08% 126
2025
Q1 		$453K Buy
+4,740
New +$412K 0.1% 108

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

Brass Tax Wealth Management's ORLY Position: Q3 2025 in Review

Brass Tax Wealth Management held its O'Reilly Automotive (ORLY) position steady in Q3 2025 at 4,725 shares worth $509K. The position accounts for 0.08% of the portfolio, ranked #118.

Brass Tax Wealth Management first reported a position in ORLY in Q1 2025 and has held it in 3 quarters since. 1,675 funds tracked by Wall St. Rank hold ORLY as of Q3 2025.

  • Brass Tax Wealth Management held 4,725 shares of O'Reilly Automotive worth $509K as of Q3 2025.
  • Brass Tax Wealth Management left its O'Reilly Automotive share count unchanged in Q3 2025.
  • O'Reilly Automotive made up 0.08% of Brass Tax Wealth Management's portfolio in Q3 2025, its #118 holding.
  • Brass Tax Wealth Management first reported a position in O'Reilly Automotive in Q1 2025 and has held it in 3 quarters since.
  • 1,675 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q3 2025.

Based on Brass Tax Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.