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Gladstone Institutional Advisory’s O'Reilly Automotive ORLY Stock Holding History

Gladstone Institutional Advisory’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
-9,848
Closed -$1.06M – 833
2025
Q3 		$1.06M Buy
+9,848
New +$990K 0.04% 354
2025
Q1 		– Sell
-4,890
Closed -$387K – 747
2024
Q4 		$387K Sell
4,890
-1,185
-20% -$95.5K 0.02% 531
2024
Q3 		$466K Sell
6,075
-9,555
-61% -$702K 0.02% 467
2024
Q2 		$1.1M Sell
15,630
-22,440
-59% -$1.55M 0.06% 294
2024
Q1 		$2.87M Buy
38,070
+3,255
+9% +$228K 0.16% 171
2023
Q4 		$2.21M Sell
34,815
-525
-1% -$33.2K 0.12% 194
2023
Q3 		$2.14M Sell
35,340
-2,445
-6% -$153K 0.14% 179
2023
Q2 		$2.41M Buy
37,785
+9,705
+35% +$593K 0.15% 177
2023
Q1 		$1.59M Sell
28,080
-24,840
-47% -$1.36M 0.1% 221
2022
Q4 		$2.98M Buy
52,920
+19,470
+58% +$1.05M 0.21% 141
2022
Q3 		$1.57M Sell
33,450
-24,420
-42% -$1.14M 0.12% 202
2022
Q2 		$2.44M Buy
57,870
+11,535
+25% +$496K 0.19% 135
2022
Q1 		$2.12M Sell
46,335
-14,145
-23% -$632K 0.14% 183
2021
Q4 		$2.85M Buy
60,480
+13,815
+30% +$598K 0.22% 123
2021
Q3 		$1.9M Buy
46,665
+34,500
+284% +$1.38M 0.19% 146
2021
Q2 		$459K Buy
+12,165
New +$436K 0.05% 312

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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Gladstone Institutional Advisory's ORLY Position: Q4 2025 in Review

Gladstone Institutional Advisory sold out of O'Reilly Automotive (ORLY) in Q4 2025, closing a stake of 9,848 shares — an estimated $1.06M sold.

Gladstone Institutional Advisory first reported a position in ORLY in Q2 2021 and held it in 16 quarters. The position peaked at $2.98M in Q4 2022. 1,720 funds tracked by Wall St. Rank hold ORLY as of Q4 2025.

  • Gladstone Institutional Advisory reported no remaining O'Reilly Automotive position as of Q4 2025 after selling out during the quarter.
  • Gladstone Institutional Advisory sold 9,848 O'Reilly Automotive shares in Q4 2025, an estimated $1.06M.
  • Gladstone Institutional Advisory first reported a position in O'Reilly Automotive in Q2 2021 and held it in 16 quarters.
  • Gladstone Institutional Advisory's O'Reilly Automotive position peaked at $2.98M in Q4 2022.
  • 1,720 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q4 2025.

Based on Gladstone Institutional Advisory's 13F filing for Q4 2025, filed 17 Feb 2026.