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Broadleaf Partners’s O'Reilly Automotive ORLY Stock Holding History

Broadleaf Partners’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 		– Sell
-68,670
Closed -$5.27M – 82
2024
Q3 		$5.27M Sell
68,670
-285
-0.4% -$20.9K 1.25% 30
2024
Q2 		$4.85M Sell
68,955
-28,215
-29% -$1.95M 1.17% 31
2024
Q1 		$7.31M Sell
97,170
-300
-0.3% -$21K 1.87% 19
2023
Q4 		$6.17M Sell
97,470
-300
-0.3% -$19K 1.81% 21
2023
Q3 		$5.92M Buy
97,770
+40,065
+69% +$2.51M 1.98% 26
2023
Q2 		$3.68M Buy
+57,705
New +$3.52M 1.2% 32

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

Broadleaf Partners's ORLY Position: Q4 2024 in Review

Broadleaf Partners sold out of O'Reilly Automotive (ORLY) in Q4 2024, closing a stake of 68,670 shares — an estimated $5.27M sold.

Broadleaf Partners first reported a position in ORLY in Q2 2023 and held it in 6 quarters. The position peaked at $7.31M in Q1 2024. 1,516 funds tracked by Wall St. Rank hold ORLY as of Q4 2024.

  • Broadleaf Partners reported no remaining O'Reilly Automotive position as of Q4 2024 after selling out during the quarter.
  • Broadleaf Partners sold 68,670 O'Reilly Automotive shares in Q4 2024, an estimated $5.27M.
  • Broadleaf Partners first reported a position in O'Reilly Automotive in Q2 2023 and held it in 6 quarters.
  • Broadleaf Partners's O'Reilly Automotive position peaked at $7.31M in Q1 2024.
  • 1,516 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q4 2024.

Based on Broadleaf Partners's 13F filing for Q4 2024, filed 13 Feb 2025.