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

Brophy 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
2024 Q3	$441K	Buy	+5,745	New	+$422K	0.16%	139

Other funds holding ORLY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Brophy Wealth Management's ORLY Position: Q3 2024 in Review

Brophy Wealth Management opened a new position in O'Reilly Automotive (ORLY) in Q3 2024: 5,745 shares worth $441K. The stake represents 0.16% of the portfolio and ranks #139 among its holdings.

1,389 funds tracked by Wall St. Rank hold ORLY as of Q3 2024.

Brophy Wealth Management held 5,745 shares of O'Reilly Automotive worth $441K as of Q3 2024.
O'Reilly Automotive was a new Brophy Wealth Management position in Q3 2024.
O'Reilly Automotive made up 0.16% of Brophy Wealth Management's portfolio in Q3 2024, its #139 holding.
1,389 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q3 2024.

Based on Brophy Wealth Management's 13F filing for Q3 2024, filed 15 Nov 2024.