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Optimize Financial’s O'Reilly Automotive ORLY Stock Holding History

Optimize Financial’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
-7,879
Closed -$710K – 400
2025
Q2 		$710K Sell
7,879
-56
-0.7% -$5.11K 0.43% 65
2025
Q1 		$758K Buy
7,935
+915
+13% +$79.6K 0.29% 48
2024
Q4 		$555K Buy
+7,020
New +$566K 0.42% 64

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

Optimize Financial's ORLY Position: Q3 2025 in Review

Optimize Financial sold out of O'Reilly Automotive (ORLY) in Q3 2025, closing a stake of 7,879 shares — an estimated $710K sold.

Optimize Financial first reported a position in ORLY in Q4 2024 and held it in 3 quarters. The position peaked at $758K in Q1 2025. 1,676 funds tracked by Wall St. Rank hold ORLY as of Q3 2025.

  • Optimize Financial reported no remaining O'Reilly Automotive position as of Q3 2025 after selling out during the quarter.
  • Optimize Financial sold 7,879 O'Reilly Automotive shares in Q3 2025, an estimated $710K.
  • Optimize Financial first reported a position in O'Reilly Automotive in Q4 2024 and held it in 3 quarters.
  • Optimize Financial's O'Reilly Automotive position peaked at $758K in Q1 2025.
  • 1,676 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q3 2025.

Based on Optimize Financial's 13F filing for Q3 2025, filed 5 Nov 2025.