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

Prosperity 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
Q4 		$675K Sell
7,402
-36
-0.5% -$3.52K 0.22% 99
2025
Q3 		$802K Sell
7,438
-72
-1% -$7.24K 0.27% 87
2025
Q2 		$677K Sell
7,510
-170
-2% -$15.5K 0.25% 93
2025
Q1 		$733K Sell
7,680
-210
-3% -$18.3K 0.34% 62
2024
Q4 		$624K Sell
7,890
-2,550
-24% -$206K 0.26% 73
2024
Q3 		$802K Sell
10,440
-165
-2% -$12.1K 0.32% 50
2024
Q2 		$747K Sell
10,605
-75
-0.7% -$5.18K 0.37% 54
2024
Q1 		$804K Buy
10,680
+2,295
+27% +$161K 0.38% 44
2023
Q4 		$531K Buy
8,385
+3,105
+59% +$196K 0.35% 47
2023
Q3 		$320K Buy
5,280
+1,860
+54% +$117K 0.21% 89
2023
Q2 		$218K Sell
3,420
-450
-12% -$27.5K 0.14% 119
2023
Q1 		$219K Buy
+3,870
New +$212K 0.17% 108

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Prosperity Wealth Management's ORLY Position: Q4 2025 in Review

Prosperity Wealth Management reduced its O'Reilly Automotive (ORLY) stake by 0.48% in Q4 2025, selling an estimated $3.52K and leaving 7,402 shares worth $675K. The position accounts for 0.22% of the portfolio, ranked #99.

Prosperity Wealth Management first reported a position in ORLY in Q1 2023 and has held it in 12 quarters since. The position peaked at $804K in Q1 2024. 1,719 funds tracked by Wall St. Rank hold ORLY as of Q4 2025.

  • Prosperity Wealth Management held 7,402 shares of O'Reilly Automotive worth $675K as of Q4 2025.
  • Prosperity Wealth Management sold 36 O'Reilly Automotive shares in Q4 2025, an estimated $3.52K.
  • O'Reilly Automotive made up 0.22% of Prosperity Wealth Management's portfolio in Q4 2025, its #99 holding.
  • Prosperity Wealth Management first reported a position in O'Reilly Automotive in Q1 2023 and has held it in 12 quarters since.
  • Prosperity Wealth Management's O'Reilly Automotive position peaked at $804K in Q1 2024.
  • 1,719 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q4 2025.

Based on Prosperity Wealth Management's 13F filing for Q4 2025, filed 27 Mar 2026.