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Monte Financial Group’s O'Reilly Automotive ORLY Stock Holding History

Monte Financial Group’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
Q3 		– Sell
-12,859
Closed -$1.16M – 94
2025
Q2 		$1.16M Buy
12,859
+214
+2% +$19.5K 0.45% 63
2025
Q1 		$1.17M Buy
12,645
+510
+4% +$44.4K 0.51% 56
2024
Q4 		$959K Sell
12,135
-315
-3% -$25.4K 0.41% 63
2024
Q3 		$956K Buy
12,450
+645
+5% +$47.4K 0.4% 64
2024
Q2 		$831K Buy
11,805
+735
+7% +$50.8K 0.37% 63
2024
Q1 		$833K Buy
11,070
+330
+3% +$23.1K 0.37% 62
2023
Q4 		$680K Sell
10,740
-240
-2% -$15.2K 0.32% 64
2023
Q3 		$665K Sell
10,980
-60
-0.5% -$3.76K 0.34% 66
2023
Q2 		$703K Buy
11,040
+255
+2% +$15.6K 0.34% 65
2023
Q1 		$610K Buy
10,785
+180
+2% +$9.86K 0.32% 61
2022
Q4 		$597K Buy
10,605
+555
+6% +$29.8K 0.31% 62
2022
Q3 		$471K Sell
10,050
-3,315
-25% -$155K 0.29% 65
2022
Q2 		$563K Sell
13,365
-180
-1% -$7.74K 0.33% 58
2022
Q1 		$619K Sell
13,545
-1,335
-9% -$59.6K 0.33% 61
2021
Q4 		$701K Buy
+14,880
New +$644K 0.37% 58

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Monte Financial Group's ORLY Position: Q3 2025 in Review

Monte Financial Group sold out of O'Reilly Automotive (ORLY) in Q3 2025, closing a stake of 12,859 shares — an estimated $1.16M sold.

Monte Financial Group first reported a position in ORLY in Q4 2021 and held it in 15 quarters. The position peaked at $1.17M in Q1 2025. 1,676 funds tracked by Wall St. Rank hold ORLY as of Q3 2025.

  • Monte Financial Group reported no remaining O'Reilly Automotive position as of Q3 2025 after selling out during the quarter.
  • Monte Financial Group sold 12,859 O'Reilly Automotive shares in Q3 2025, an estimated $1.16M.
  • Monte Financial Group first reported a position in O'Reilly Automotive in Q4 2021 and held it in 15 quarters.
  • Monte Financial Group's O'Reilly Automotive position peaked at $1.17M in Q1 2025.
  • 1,676 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q3 2025.

Based on Monte Financial Group's 13F filing for Q3 2025, filed 31 Oct 2025.