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

Heritage Oak 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
2024
Q4 		– Sell
-4,920
Closed -$378K – 146
2024
Q3 		$378K Buy
+4,920
New +$361K 0.17% 86

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

Heritage Oak Wealth Advisors's ORLY Position: Q4 2024 in Review

Heritage Oak Wealth Advisors sold out of O'Reilly Automotive (ORLY) in Q4 2024, closing a stake of 4,920 shares — an estimated $378K sold.

Heritage Oak Wealth Advisors first reported a position in ORLY in Q3 2024 and held it in 1 quarter. The position peaked at $378K in Q3 2024. 1,516 funds tracked by Wall St. Rank hold ORLY as of Q4 2024.

  • Heritage Oak Wealth Advisors reported no remaining O'Reilly Automotive position as of Q4 2024 after selling out during the quarter.
  • Heritage Oak Wealth Advisors sold 4,920 O'Reilly Automotive shares in Q4 2024, an estimated $378K.
  • Heritage Oak Wealth Advisors first reported a position in O'Reilly Automotive in Q3 2024 and held it in 1 quarter.
  • Heritage Oak Wealth Advisors's O'Reilly Automotive position peaked at $378K in Q3 2024.
  • 1,516 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q4 2024.

Based on Heritage Oak Wealth Advisors's 13F filing for Q4 2024, filed 5 Feb 2025.