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

SageView 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
2025 Q4	$646K	Buy	7,088 +367	+5%	+$35.9K	0.02%	316
2025 Q3	$725K	Buy	6,721 +479	+8%	+$48.2K	0.03%	313
2025 Q2	$608K	Buy	6,242 +3,467	+125%	+$316K	0.02%	330
2025 Q1	$265K	Buy	2,775 +135	+5%	+$11.7K	0.01%	503
2024 Q4	$209K	Buy	+2,640	New	+$213K	0.01%	563
2024 Q3	–	Sell	-8,340	Closed	-$587K	–	552
2024 Q2	$587K	Buy	+8,340	New	+$577K	0.03%	310
2024 Q1	–	Sell	-7,275	Closed	-$505K	–	708
2023 Q4	$505K	Buy	+7,275	New	+$460K	0.02%	396

Other funds holding ORLY

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

SageView Advisory Group's ORLY Position: Q4 2025 in Review

SageView Advisory Group increased its O'Reilly Automotive (ORLY) stake by 5.5% in Q4 2025, buying an estimated $35.9K and bringing the position to 7,088 shares worth $646K. The position accounts for 0.02% of the portfolio, ranked #316.

SageView Advisory Group first reported a position in ORLY in Q4 2023 and has held it in 7 quarters since. The position peaked at $725K in Q3 2025. 1,720 funds tracked by Wall St. Rank hold ORLY as of Q4 2025.

SageView Advisory Group held 7,088 shares of O'Reilly Automotive worth $646K as of Q4 2025.
SageView Advisory Group bought 367 O'Reilly Automotive shares in Q4 2025, an estimated $35.9K.
O'Reilly Automotive made up 0.02% of SageView Advisory Group's portfolio in Q4 2025, its #316 holding.
SageView Advisory Group first reported a position in O'Reilly Automotive in Q4 2023 and has held it in 7 quarters since.
SageView Advisory Group's O'Reilly Automotive position peaked at $725K in Q3 2025.
1,720 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.