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Heartwood Wealth Advisors’s O'Reilly Automotive ORLY Stock Holding History

Heartwood Wealth 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
2025
Q4 		– Sell
-1,078
Closed -$116K – 482
2025
Q3 		$116K Buy
+1,078
New +$108K 0.01% 241

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

Heartwood Wealth Advisors's ORLY Position: Q4 2025 in Review

Heartwood Wealth Advisors sold out of O'Reilly Automotive (ORLY) in Q4 2025, closing a stake of 1,078 shares — an estimated $116K sold.

Heartwood Wealth Advisors first reported a position in ORLY in Q3 2025 and held it in 1 quarter. The position peaked at $116K in Q3 2025. 1,720 funds tracked by Wall St. Rank hold ORLY as of Q4 2025.

  • Heartwood Wealth Advisors reported no remaining O'Reilly Automotive position as of Q4 2025 after selling out during the quarter.
  • Heartwood Wealth Advisors sold 1,078 O'Reilly Automotive shares in Q4 2025, an estimated $116K.
  • Heartwood Wealth Advisors first reported a position in O'Reilly Automotive in Q3 2025 and held it in 1 quarter.
  • Heartwood Wealth Advisors's O'Reilly Automotive position peaked at $116K in Q3 2025.
  • 1,720 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q4 2025.

Based on Heartwood Wealth Advisors's 13F filing for Q4 2025, filed 12 Jan 2026.