NewSquare Capital’s O'Reilly Automotive ORLY Stock Holding History

NewSquare Capital’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	-740	Closed	-$66.7K	–	904
2025 Q2	$66.7K	Buy	740 +290	+64%	+$26.4K	﹤0.01%	252
2025 Q1	$43K	Buy	450 +390	+650%	+$33.9K	﹤0.01%	252
2024 Q4	$4.74K	Buy	+60	New	+$4.84K	﹤0.01%	373
2021 Q1	–	Sell	-330	Closed	-$10K	–	346
2020 Q4	$10K	Hold	330	–	–	﹤0.01%	234
2020 Q3	$10K	Hold	330	–	–	﹤0.01%	229
2020 Q2	$9K	Hold	330	–	–	﹤0.01%	233
2020 Q1	$7K	Buy	+330	New	+$8.43K	﹤0.01%	258
2019 Q3	–	Sell	-16,455	Closed	-$405K	–	329
2019 Q2	$405K	Buy	16,455 +6,255	+61%	+$158K	0.07%	108
2019 Q1	$264K	Buy	10,200 +600	+6%	+$14.5K	0.05%	107
2018 Q4	$220K	Buy	+9,600	New	+$219K	0.05%	107

Other funds holding ORLY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

NewSquare Capital's ORLY Position: Q3 2025 in Review

NewSquare Capital sold out of O'Reilly Automotive (ORLY) in Q3 2025, closing a stake of 740 shares — an estimated $66.7K sold.

NewSquare Capital first reported a position in ORLY in Q4 2018 and held it in 10 quarters. The position peaked at $405K in Q2 2019. 1,676 funds tracked by Wall St. Rank hold ORLY as of Q3 2025.

NewSquare Capital reported no remaining O'Reilly Automotive position as of Q3 2025 after selling out during the quarter.
NewSquare Capital sold 740 O'Reilly Automotive shares in Q3 2025, an estimated $66.7K.
NewSquare Capital first reported a position in O'Reilly Automotive in Q4 2018 and held it in 10 quarters.
NewSquare Capital's O'Reilly Automotive position peaked at $405K in Q2 2019.
1,676 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q3 2025.

Based on NewSquare Capital's 13F filing for Q3 2025, filed 12 Nov 2025.