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

Evergreen 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
-3,855
Closed -$368K – 53
2025
Q1 		$368K Sell
3,855
-3,360
-47% -$292K 0.22% 51
2024
Q4 		$571K Sell
7,215
-3,690
-34% -$298K 0.34% 50
2024
Q3 		$837K Sell
10,905
-120
-1% -$8.81K 0.5% 49
2024
Q2 		$776K Hold
11,025
– – 0.51% 50
2024
Q1 		$830K Hold
11,025
– – 0.56% 49
2023
Q4 		$698K Hold
11,025
– – 0.51% 51
2023
Q3 		$668K Hold
11,025
– – 0.53% 51
2023
Q2 		$702K Sell
11,025
-885
-7% -$54K 0.55% 47
2023
Q1 		$674K Hold
11,910
– – 0.6% 44
2022
Q4 		$670K Buy
+11,910
New +$640K 0.62% 46

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

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

Evergreen Wealth Management sold out of O'Reilly Automotive (ORLY) in Q2 2025, closing a stake of 3,855 shares — an estimated $368K sold.

Evergreen Wealth Management first reported a position in ORLY in Q4 2022 and held it in 10 quarters. The position peaked at $837K in Q3 2024. 1,604 funds tracked by Wall St. Rank hold ORLY as of Q2 2025.

  • Evergreen Wealth Management reported no remaining O'Reilly Automotive position as of Q2 2025 after selling out during the quarter.
  • Evergreen Wealth Management sold 3,855 O'Reilly Automotive shares in Q2 2025, an estimated $368K.
  • Evergreen Wealth Management first reported a position in O'Reilly Automotive in Q4 2022 and held it in 10 quarters.
  • Evergreen Wealth Management's O'Reilly Automotive position peaked at $837K in Q3 2024.
  • 1,604 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q2 2025.

Based on Evergreen Wealth Management's 13F filing for Q2 2025, filed 4 Aug 2025.