RFG Advisory’s O'Reilly Automotive ORLY Stock Holding History

RFG Advisory’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	-3,071	Closed	-$277K	–	998
2025 Q2	$277K	Sell	3,071 -3,064	-50%	-$279K	0.01%	809
2025 Q1	$586K	Buy	+6,135	New	+$534K	0.02%	520

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

RFG Advisory's ORLY Position: Q3 2025 in Review

RFG Advisory sold out of O'Reilly Automotive (ORLY) in Q3 2025, closing a stake of 3,071 shares — an estimated $277K sold.

RFG Advisory first reported a position in ORLY in Q1 2025 and held it in 2 quarters. The position peaked at $586K in Q1 2025. 1,676 funds tracked by Wall St. Rank hold ORLY as of Q3 2025.

RFG Advisory reported no remaining O'Reilly Automotive position as of Q3 2025 after selling out during the quarter.
RFG Advisory sold 3,071 O'Reilly Automotive shares in Q3 2025, an estimated $277K.
RFG Advisory first reported a position in O'Reilly Automotive in Q1 2025 and held it in 2 quarters.
RFG Advisory's O'Reilly Automotive position peaked at $586K in Q1 2025.
1,676 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q3 2025.

Based on RFG Advisory's 13F filing for Q3 2025, filed 6 Nov 2025.