Litman Gregory Wealth Management’s O'Reilly Automotive ORLY Stock Holding History

Litman Gregory Wealth Management’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	$4.5M	Buy	49,379 +487	+1%	+$47.6K	0.33%	49
2025 Q3	$5.27M	Sell	48,892 -1,212	-2%	-$122K	0.39%	47
2025 Q2	$4.52M	Buy	50,104 +7,459	+17%	+$680K	0.36%	49
2025 Q1	$4.07M	Buy	42,645 +1,500	+4%	+$130K	0.35%	48
2024 Q4	$3.25M	Sell	41,145 -705	-2%	-$56.8K	0.28%	45
2024 Q3	$3.21M	Sell	41,850 -300	-0.7%	-$22K	0.27%	47
2024 Q2	$2.97M	Buy	42,150 +1,770	+4%	+$122K	0.26%	46
2024 Q1	$3.04M	Sell	40,380 -90	-0.2%	-$6.29K	0.28%	48
2023 Q4	$2.56M	Buy	40,470 +9,930	+33%	+$628K	0.24%	50
2023 Q3	$1.85M	Buy	+30,540	New	+$1.92M	0.19%	55
2018 Q2	–	Sell	-3,750	Closed	-$62K	–	149
2018 Q1	$62K	Buy	+3,750	New	+$63.4K	0.03%	84

Other funds holding ORLY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Litman Gregory Wealth Management's ORLY Position: Q4 2025 in Review

Litman Gregory Wealth Management increased its O'Reilly Automotive (ORLY) stake by 1% in Q4 2025, buying an estimated $47.6K and bringing the position to 49,379 shares worth $4.5M. The position accounts for 0.33% of the portfolio, ranked #49.

Litman Gregory Wealth Management first reported a position in ORLY in Q1 2018 and has held it in 11 quarters since. The position peaked at $5.27M in Q3 2025. 1,720 funds tracked by Wall St. Rank hold ORLY as of Q4 2025.

Litman Gregory Wealth Management held 49,379 shares of O'Reilly Automotive worth $4.5M as of Q4 2025.
Litman Gregory Wealth Management bought 487 O'Reilly Automotive shares in Q4 2025, an estimated $47.6K.
O'Reilly Automotive made up 0.33% of Litman Gregory Wealth Management's portfolio in Q4 2025, its #49 holding.
Litman Gregory Wealth Management first reported a position in O'Reilly Automotive in Q1 2018 and has held it in 11 quarters since.
Litman Gregory Wealth Management's O'Reilly Automotive position peaked at $5.27M in Q3 2025.
1,720 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q4 2025.

Based on Litman Gregory Wealth Management's 13F filing for Q4 2025, filed 12 Feb 2026.