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Cooper Financial Group’s O'Reilly Automotive ORLY Stock Holding History

Cooper Financial Group’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
Q3 		– Sell
-4,554
Closed -$410K – 408
2025
Q2 		$410K Sell
4,554
-2,556
-36% -$233K 0.05% 261
2025
Q1 		$679K Buy
7,110
+480
+7% +$41.8K 0.09% 198
2024
Q4 		$524K Buy
6,630
+570
+9% +$46K 0.06% 238
2024
Q3 		$465K Sell
6,060
-4,545
-43% -$334K 0.06% 255
2024
Q2 		$747K Buy
10,605
+3,030
+40% +$209K 0.11% 167
2024
Q1 		$570K Buy
7,575
+30
+0.4% +$2.1K 0.09% 194
2023
Q4 		$478K Buy
7,545
+45
+0.6% +$2.84K 0.09% 211
2023
Q3 		$454K Sell
7,500
-60
-0.8% -$3.76K 0.11% 205
2023
Q2 		$481K Sell
7,560
-795
-10% -$48.5K 0.12% 194
2023
Q1 		$473K Buy
8,355
+1,680
+25% +$92K 0.13% 178
2022
Q4 		$376K Buy
+6,675
New +$359K 0.11% 180

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Cooper Financial Group's ORLY Position: Q3 2025 in Review

Cooper Financial Group sold out of O'Reilly Automotive (ORLY) in Q3 2025, closing a stake of 4,554 shares — an estimated $410K sold.

Cooper Financial Group first reported a position in ORLY in Q4 2022 and held it in 11 quarters. The position peaked at $747K in Q2 2024. 1,676 funds tracked by Wall St. Rank hold ORLY as of Q3 2025.

  • Cooper Financial Group reported no remaining O'Reilly Automotive position as of Q3 2025 after selling out during the quarter.
  • Cooper Financial Group sold 4,554 O'Reilly Automotive shares in Q3 2025, an estimated $410K.
  • Cooper Financial Group first reported a position in O'Reilly Automotive in Q4 2022 and held it in 11 quarters.
  • Cooper Financial Group's O'Reilly Automotive position peaked at $747K in Q2 2024.
  • 1,676 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q3 2025.

Based on Cooper Financial Group's 13F filing for Q3 2025, filed 7 Oct 2025.