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Elm3 Financial Group’s O'Reilly Automotive ORLY Stock Holding History

Elm3 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
Q4 		– Sell
-1,965
Closed -$212K – 120
2025
Q3 		$212K Sell
1,965
-310
-14% -$31.2K 0.17% 107
2025
Q2 		$205K Sell
2,275
-200
-8% -$18.2K 0.17% 106
2025
Q1 		$236K Sell
2,475
-165
-6% -$14.4K 0.21% 86
2024
Q4 		$209K Buy
+2,640
New +$213K 0.18% 84

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Elm3 Financial Group's ORLY Position: Q4 2025 in Review

Elm3 Financial Group sold out of O'Reilly Automotive (ORLY) in Q4 2025, closing a stake of 1,965 shares — an estimated $212K sold.

Elm3 Financial Group first reported a position in ORLY in Q4 2024 and held it in 4 quarters. The position peaked at $236K in Q1 2025. 1,719 funds tracked by Wall St. Rank hold ORLY as of Q4 2025.

  • Elm3 Financial Group reported no remaining O'Reilly Automotive position as of Q4 2025 after selling out during the quarter.
  • Elm3 Financial Group sold 1,965 O'Reilly Automotive shares in Q4 2025, an estimated $212K.
  • Elm3 Financial Group first reported a position in O'Reilly Automotive in Q4 2024 and held it in 4 quarters.
  • Elm3 Financial Group's O'Reilly Automotive position peaked at $236K in Q1 2025.
  • 1,719 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q4 2025.

Based on Elm3 Financial Group's 13F filing for Q4 2025, filed 22 Jan 2026.