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Callan Capital’s O'Reilly Automotive ORLY Stock Holding History

Callan Capital’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
Q1 		$599K Buy
6,270
+345
+6% +$30K 0.04% 182
2024
Q4 		$468K Buy
5,925
+210
+4% +$16.9K 0.03% 185
2024
Q3 		$439K Buy
5,715
+705
+14% +$51.8K 0.03% 199
2024
Q2 		$353K Buy
5,010
+15
+0.3% +$1.04K 0.03% 213
2024
Q1 		$376K Sell
4,995
-11,295
-69% -$790K 0.03% 173
2023
Q4 		$1.03M Buy
+16,290
New +$1.03M 0.1% 88

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $5.12B AUM 19.08% 1-Year Est. Return

Callan Capital's ORLY Position: Q1 2025 in Review

Callan Capital increased its O'Reilly Automotive (ORLY) stake by 5.8% in Q1 2025, buying an estimated $30K and bringing the position to 6,270 shares worth $599K. The position accounts for 0.04% of the portfolio, ranked #182.

Callan Capital first reported a position in ORLY in Q4 2023 and has held it in 6 quarters since. The position peaked at $1.03M in Q4 2023. 1,550 funds tracked by Wall St. Rank hold ORLY as of Q1 2025.

  • Callan Capital held 6,270 shares of O'Reilly Automotive worth $599K as of Q1 2025.
  • Callan Capital bought 345 O'Reilly Automotive shares in Q1 2025, an estimated $30K.
  • O'Reilly Automotive made up 0.04% of Callan Capital's portfolio in Q1 2025, its #182 holding.
  • Callan Capital first reported a position in O'Reilly Automotive in Q4 2023 and has held it in 6 quarters since.
  • Callan Capital's O'Reilly Automotive position peaked at $1.03M in Q4 2023.
  • 1,550 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q1 2025.

Based on Callan Capital's 13F filing for Q1 2025, filed 29 Apr 2025.