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Marcum Wealth’s O'Reilly Automotive ORLY Stock Holding History

Marcum Wealth’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
Q1 		$301K Buy
3,150
+120
+4% +$10.4K 0.03% 280
2024
Q4 		$240K Buy
3,030
+15
+0.5% +$1.21K 0.02% 327
2024
Q3 		$231K Sell
3,015
-75
-2% -$5.51K 0.02% 334
2024
Q2 		$218K Buy
3,090
+150
+5% +$10.4K 0.02% 327
2024
Q1 		$221K Buy
+2,940
New +$206K 0.02% 324

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Marcum Wealth's ORLY Position: Q1 2025 in Review

Marcum Wealth increased its O'Reilly Automotive (ORLY) stake by 4% in Q1 2025, buying an estimated $10.4K and bringing the position to 3,150 shares worth $301K. The position accounts for 0.03% of the portfolio, ranked #280.

Marcum Wealth first reported a position in ORLY in Q1 2024 and has held it in 5 quarters since. 1,550 funds tracked by Wall St. Rank hold ORLY as of Q1 2025.

  • Marcum Wealth held 3,150 shares of O'Reilly Automotive worth $301K as of Q1 2025.
  • Marcum Wealth bought 120 O'Reilly Automotive shares in Q1 2025, an estimated $10.4K.
  • O'Reilly Automotive made up 0.03% of Marcum Wealth's portfolio in Q1 2025, its #280 holding.
  • Marcum Wealth first reported a position in O'Reilly Automotive in Q1 2024 and has held it in 5 quarters since.
  • 1,550 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q1 2025.

Based on Marcum Wealth's 13F filing for Q1 2025, filed 2 Apr 2025.