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

Compass 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
2025
Q2 		– Sell
-675
Closed -$64.5K – 332
2025
Q1 		$64.5K Hold
675
– – 0.02% 221
2024
Q4 		$53.4K Hold
675
– – 0.01% 237
2024
Q3 		$51.8K Hold
675
– – 0.01% 246
2024
Q2 		$47.5K Hold
675
– – 0.01% 253
2024
Q1 		$50.8K Hold
675
– – 0.01% 247
2023
Q4 		$42.8K Hold
675
– – 0.01% 257
2023
Q3 		$40.9K Hold
675
– – 0.01% 249
2023
Q2 		$43K Hold
675
– – 0.01% 252
2023
Q1 		$38.2K Hold
675
– – 0.01% 267
2022
Q4 		$38K Buy
+675
New +$36.3K 0.01% 262

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Compass Wealth Management's ORLY Position: Q2 2025 in Review

Compass Wealth Management sold out of O'Reilly Automotive (ORLY) in Q2 2025, closing a stake of 675 shares — an estimated $64.5K sold.

Compass Wealth Management first reported a position in ORLY in Q4 2022 and held it in 10 quarters. The position peaked at $64.5K in Q1 2025. 1,604 funds tracked by Wall St. Rank hold ORLY as of Q2 2025.

  • Compass Wealth Management reported no remaining O'Reilly Automotive position as of Q2 2025 after selling out during the quarter.
  • Compass Wealth Management sold 675 O'Reilly Automotive shares in Q2 2025, an estimated $64.5K.
  • Compass Wealth Management first reported a position in O'Reilly Automotive in Q4 2022 and held it in 10 quarters.
  • Compass Wealth Management's O'Reilly Automotive position peaked at $64.5K in Q1 2025.
  • 1,604 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q2 2025.

Based on Compass Wealth Management's 13F filing for Q2 2025, filed 8 Aug 2025.