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Morningstar Investment Services’s O'Reilly Automotive ORLY Stock Holding History

Morningstar Investment Services’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
-3,735
Closed -$285K – 324
2024
Q3 		$285K Buy
3,735
+495
+15% +$36.4K ﹤0.01% 349
2024
Q2 		$228K Buy
3,240
+165
+5% +$11.4K ﹤0.01% 355
2024
Q1 		$233K Sell
3,075
-1,365
-31% -$95.5K ﹤0.01% 324
2023
Q4 		$279K Buy
+4,440
New +$281K ﹤0.01% 359
2020
Q3 		– Sell
-7,380
Closed -$208K – 212
2020
Q2 		$208K Sell
7,380
-2,325
-24% -$60.8K ﹤0.01% 192
2020
Q1 		$206K Sell
9,705
-17,310
-64% -$442K ﹤0.01% 197
2019
Q4 		$775K Sell
27,015
-2,799,240
-99% -$80.1M 0.01% 143
2019
Q3 		$74.9M Buy
2,826,255
+127,185
+5% +$3.29M 1.27% 26
2019
Q2 		$66.5M Buy
2,699,070
+31,815
+1% +$806K 1.09% 26
2019
Q1 		$69M Buy
2,667,255
+70,455
+3% +$1.7M 1.19% 25
2018
Q4 		$59.6M Buy
2,596,800
+78,795
+3% +$1.79M 1.17% 26
2018
Q3 		$58.3M Buy
2,518,005
+102,090
+4% +$2.17M 1.05% 31
2018
Q2 		$44.1M Buy
2,415,915
+108,360
+5% +$1.89M 0.83% 39
2018
Q1 		$38.1M Buy
2,307,555
+219,975
+11% +$3.72M 0.74% 50
2017
Q4 		$33.5M Buy
2,087,580
+187,845
+10% +$2.8M 0.67% 55
2017
Q3 		$27.3M Buy
+1,899,735
New +$25.1M 0.6% 63

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

Morningstar Investment Services's ORLY Position: Q4 2024 in Review

Morningstar Investment Services sold out of O'Reilly Automotive (ORLY) in Q4 2024, closing a stake of 3,735 shares — an estimated $285K sold.

Morningstar Investment Services first reported a position in ORLY in Q3 2017 and held it in 16 quarters. The position peaked at $74.9M in Q3 2019. 1,517 funds tracked by Wall St. Rank hold ORLY as of Q4 2024.

  • Morningstar Investment Services reported no remaining O'Reilly Automotive position as of Q4 2024 after selling out during the quarter.
  • Morningstar Investment Services sold 3,735 O'Reilly Automotive shares in Q4 2024, an estimated $285K.
  • Morningstar Investment Services first reported a position in O'Reilly Automotive in Q3 2017 and held it in 16 quarters.
  • Morningstar Investment Services's O'Reilly Automotive position peaked at $74.9M in Q3 2019.
  • 1,517 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q4 2024.

Based on Morningstar Investment Services's 13F filing for Q4 2024, filed 12 Feb 2025.