Polaris Wealth Advisory Group’s O'Reilly Automotive ORLY Stock Holding History

Polaris Wealth Advisory 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
2023 Q3	$6.44M	Sell	106,260 -135	-0.1%	-$8.47K	0.49%	69
2023 Q2	$6.78M	Sell	106,395 -915	-0.9%	-$55.9K	0.51%	70
2023 Q1	$6.07M	Sell	107,310 -2,085	-2%	-$114K	0.45%	76
2022 Q4	$6.02M	Sell	109,395 -22,125	-17%	-$1.19M	0.45%	73
2022 Q3	$6.35M	Sell	131,520 -15,150	-10%	-$706K	0.53%	59
2022 Q2	$6.18M	Sell	146,670 -19,365	-12%	-$833K	0.49%	51
2022 Q1	$8.04M	Buy	+166,035	New	+$7.42M	0.54%	58

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 $3.37T AUM 44.26% 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

ACM

AKRE Capital Management Middleburg, Virginia $5.12B AUM 19.08% 1-Year Est. Return

Polaris Wealth Advisory Group's ORLY Position: Q3 2023 in Review

Polaris Wealth Advisory Group reduced its O'Reilly Automotive (ORLY) stake by 0.13% in Q3 2023, selling an estimated $8.47K and leaving 106,260 shares worth $6.44M. The position accounts for 0.49% of the portfolio, ranked #69.

Polaris Wealth Advisory Group first reported a position in ORLY in Q1 2022 and has held it in 7 quarters since. The position peaked at $8.04M in Q1 2022. 1,240 funds tracked by Wall St. Rank hold ORLY as of Q3 2023.

Polaris Wealth Advisory Group held 106,260 shares of O'Reilly Automotive worth $6.44M as of Q3 2023.
Polaris Wealth Advisory Group sold 135 O'Reilly Automotive shares in Q3 2023, an estimated $8.47K.
O'Reilly Automotive made up 0.49% of Polaris Wealth Advisory Group's portfolio in Q3 2023, its #69 holding.
Polaris Wealth Advisory Group first reported a position in O'Reilly Automotive in Q1 2022 and has held it in 7 quarters since.
Polaris Wealth Advisory Group's O'Reilly Automotive position peaked at $8.04M in Q1 2022.
1,240 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q3 2023.

Based on Polaris Wealth Advisory Group's 13F filing for Q3 2023, filed 11 Oct 2023.