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

Napa 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
Q2 		– Sell
-7,320
Closed -$699K – 161
2025
Q1 		$699K Buy
+7,320
New +$637K 0.39% 68

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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Napa Wealth Management's ORLY Position: Q2 2025 in Review

Napa Wealth Management sold out of O'Reilly Automotive (ORLY) in Q2 2025, closing a stake of 7,320 shares — an estimated $699K sold.

Napa Wealth Management first reported a position in ORLY in Q1 2025 and held it in 1 quarter. The position peaked at $699K in Q1 2025. 1,605 funds tracked by Wall St. Rank hold ORLY as of Q2 2025.

  • Napa Wealth Management reported no remaining O'Reilly Automotive position as of Q2 2025 after selling out during the quarter.
  • Napa Wealth Management sold 7,320 O'Reilly Automotive shares in Q2 2025, an estimated $699K.
  • Napa Wealth Management first reported a position in O'Reilly Automotive in Q1 2025 and held it in 1 quarter.
  • Napa Wealth Management's O'Reilly Automotive position peaked at $699K in Q1 2025.
  • 1,605 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q2 2025.

Based on Napa Wealth Management's 13F filing for Q2 2025, filed 14 Aug 2025.