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Geller Advisors’s O'Reilly Automotive ORLY Stock Holding History

Geller Advisors’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
2024
Q4 		– Sell
-10,185
Closed -$782K – 269
2024
Q3 		$782K Sell
10,185
-3,075
-23% -$226K 0.05% 93
2024
Q2 		$934K Sell
13,260
-15
-0.1% -$1.04K 0.07% 79
2024
Q1 		$999K Buy
13,275
+225
+2% +$15.7K 0.08% 74
2023
Q4 		$827K Hold
13,050
– – 0.08% 79
2023
Q3 		$791K Hold
13,050
– – 0.09% 68
2023
Q2 		$831K Buy
+13,050
New +$797K 0.1% 64

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return

Geller Advisors's ORLY Position: Q4 2024 in Review

Geller Advisors sold out of O'Reilly Automotive (ORLY) in Q4 2024, closing a stake of 10,185 shares — an estimated $782K sold.

Geller Advisors first reported a position in ORLY in Q2 2023 and held it in 6 quarters. The position peaked at $999K in Q1 2024. 1,516 funds tracked by Wall St. Rank hold ORLY as of Q4 2024.

  • Geller Advisors reported no remaining O'Reilly Automotive position as of Q4 2024 after selling out during the quarter.
  • Geller Advisors sold 10,185 O'Reilly Automotive shares in Q4 2024, an estimated $782K.
  • Geller Advisors first reported a position in O'Reilly Automotive in Q2 2023 and held it in 6 quarters.
  • Geller Advisors's O'Reilly Automotive position peaked at $999K in Q1 2024.
  • 1,516 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q4 2024.

Based on Geller Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.