HGERS
ORLY icon

Householder Group Estate & Retirement Specialist’s O'Reilly Automotive ORLY Stock Holding History

Householder Group Estate & Retirement Specialist’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 		$142K Buy
1,800
+45
+3% +$3.63K 0.11% 125
2024
Q3 		$134K Hold
1,755
– – 0.04% 312
2024
Q2 		$123K Hold
1,755
– – 0.03% 312
2024
Q1 		$132K Buy
1,755
+750
+75% +$52.5K 0.04% 304
2023
Q4 		$63K Buy
1,005
+450
+81% +$28.4K 0.02% 415
2023
Q3 		$33.6K Buy
+555
New +$34.8K 0.01% 530
2023
Q1 		$16K Hold
285
– – 0.01% 687
2022
Q4 		$16K Hold
285
– – 0.02% 188
2022
Q3 		$13K Buy
+285
New +$13.3K 0.01% 674

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 $204B AUM 27.99% 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

Householder Group Estate & Retirement Specialist's ORLY Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist increased its O'Reilly Automotive (ORLY) stake by 2.6% in Q4 2024, buying an estimated $3.63K and bringing the position to 1,800 shares worth $142K. The position accounts for 0.11% of the portfolio, ranked #125.

Householder Group Estate & Retirement Specialist first reported a position in ORLY in Q3 2022 and has held it in 9 quarters since. 1,517 funds tracked by Wall St. Rank hold ORLY as of Q4 2024.

  • Householder Group Estate & Retirement Specialist held 1,800 shares of O'Reilly Automotive worth $142K as of Q4 2024.
  • Householder Group Estate & Retirement Specialist bought 45 O'Reilly Automotive shares in Q4 2024, an estimated $3.63K.
  • O'Reilly Automotive made up 0.11% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #125 holding.
  • Householder Group Estate & Retirement Specialist first reported a position in O'Reilly Automotive in Q3 2022 and has held it in 9 quarters since.
  • 1,517 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.