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

Cassady Schiller 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
Q4 		$34.4K Buy
435
+45
+12% +$3.63K 0.01% 237
2024
Q3 		$29.9K Hold
390
– – 0.01% 241
2024
Q2 		$27.5K Hold
390
– – 0.01% 245
2024
Q1 		$29.4K Hold
390
– – 0.01% 252
2023
Q4 		$24.7K Hold
390
– – 0.01% 261
2023
Q3 		$23.6K Buy
+390
New +$24.5K 0.01% 263
2022
Q1 		– Sell
-30
Closed -$1K – 448
2021
Q4 		$1K Buy
+30
New +$1.3K ﹤0.01% 489

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

Cassady Schiller Wealth Management's ORLY Position: Q4 2024 in Review

Cassady Schiller Wealth Management increased its O'Reilly Automotive (ORLY) stake by 12% in Q4 2024, buying an estimated $3.63K and bringing the position to 435 shares worth $34.4K. The position accounts for 0.01% of the portfolio, ranked #237.

Cassady Schiller Wealth Management first reported a position in ORLY in Q4 2021 and has held it in 7 quarters since. 1,516 funds tracked by Wall St. Rank hold ORLY as of Q4 2024.

  • Cassady Schiller Wealth Management held 435 shares of O'Reilly Automotive worth $34.4K as of Q4 2024.
  • Cassady Schiller Wealth Management bought 45 O'Reilly Automotive shares in Q4 2024, an estimated $3.63K.
  • O'Reilly Automotive made up 0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #237 holding.
  • Cassady Schiller Wealth Management first reported a position in O'Reilly Automotive in Q4 2021 and has held it in 7 quarters since.
  • 1,516 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.