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PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s O'Reilly Automotive ORLY Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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
-16
Closed -$1.44K – 563
2025
Q2 		$1.44K Buy
+16
New +$1.46K ﹤0.01% 445

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 $1.9T AUM 41.92% 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 $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $535B AUM 26.23% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s ORLY Position: Q3 2025 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold out of O'Reilly Automotive (ORLY) in Q3 2025, closing a stake of 16 shares — an estimated $1.44K sold.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in ORLY in Q2 2025 and held it in 1 quarter. The position peaked at $1.44K in Q2 2025. 1,675 funds tracked by Wall St. Rank hold ORLY as of Q3 2025.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. reported no remaining O'Reilly Automotive position as of Q3 2025 after selling out during the quarter.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold 16 O'Reilly Automotive shares in Q3 2025, an estimated $1.44K.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in O'Reilly Automotive in Q2 2025 and held it in 1 quarter.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s O'Reilly Automotive position peaked at $1.44K in Q2 2025.
  • 1,675 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q3 2025.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q3 2025, filed 7 Aug 2026.