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

National Wealth Management 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
Q1 		– Sell
-5,430
Closed -$429K – 177
2024
Q4 		$429K Buy
+5,430
New +$438K 0.29% 82

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

National Wealth Management Group's ORLY Position: Q1 2025 in Review

National Wealth Management Group sold out of O'Reilly Automotive (ORLY) in Q1 2025, closing a stake of 5,430 shares — an estimated $429K sold.

National Wealth Management Group first reported a position in ORLY in Q4 2024 and held it in 1 quarter. The position peaked at $429K in Q4 2024. 1,549 funds tracked by Wall St. Rank hold ORLY as of Q1 2025.

  • National Wealth Management Group reported no remaining O'Reilly Automotive position as of Q1 2025 after selling out during the quarter.
  • National Wealth Management Group sold 5,430 O'Reilly Automotive shares in Q1 2025, an estimated $429K.
  • National Wealth Management Group first reported a position in O'Reilly Automotive in Q4 2024 and held it in 1 quarter.
  • National Wealth Management Group's O'Reilly Automotive position peaked at $429K in Q4 2024.
  • 1,549 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q1 2025.

Based on National Wealth Management Group's 13F filing for Q1 2025, filed 15 May 2025.