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Caldwell Investment Management’s O'Reilly Automotive ORLY Stock Holding History

Caldwell Investment 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
Q4 		– Sell
-9,000
Closed -$968K – 32
2025
Q3 		$968K Hold
9,000
– – 0.64% 25
2025
Q2 		$810K Buy
+9,000
New +$821K 0.7% 20

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 $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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

Caldwell Investment Management's ORLY Position: Q4 2025 in Review

Caldwell Investment Management sold out of O'Reilly Automotive (ORLY) in Q4 2025, closing a stake of 9,000 shares — an estimated $968K sold.

Caldwell Investment Management first reported a position in ORLY in Q2 2025 and held it in 2 quarters. The position peaked at $968K in Q3 2025. 1,720 funds tracked by Wall St. Rank hold ORLY as of Q4 2025.

  • Caldwell Investment Management reported no remaining O'Reilly Automotive position as of Q4 2025 after selling out during the quarter.
  • Caldwell Investment Management sold 9,000 O'Reilly Automotive shares in Q4 2025, an estimated $968K.
  • Caldwell Investment Management first reported a position in O'Reilly Automotive in Q2 2025 and held it in 2 quarters.
  • Caldwell Investment Management's O'Reilly Automotive position peaked at $968K in Q3 2025.
  • 1,720 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q4 2025.

Based on Caldwell Investment Management's 13F filing for Q4 2025, filed 11 Feb 2026.