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Schechter Investment Advisors’s O'Reilly Automotive ORLY Stock Holding History

Schechter Investment Advisors’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
Q1 		$891K Sell
9,330
-180
-2% -$15.7K 0.07% 251
2024
Q4 		$752K Sell
9,510
-810
-8% -$65.3K 0.06% 291
2024
Q3 		$792K Buy
10,320
+390
+4% +$28.6K 0.06% 297
2024
Q2 		$699K Sell
9,930
-75
-0.7% -$5.18K 0.05% 311
2024
Q1 		$753K Buy
10,005
+270
+3% +$18.9K 0.06% 300
2023
Q4 		$617K Buy
9,735
+405
+4% +$25.6K 0.05% 318
2023
Q3 		$565K Sell
9,330
-150
-2% -$9.41K 0.05% 316
2023
Q2 		$604K Buy
9,480
+180
+2% +$11K 0.05% 344
2023
Q1 		$526K Buy
9,300
+840
+10% +$46K 0.05% 398
2022
Q4 		$476K Buy
8,460
+315
+4% +$16.9K 0.04% 517
2022
Q3 		$383K Buy
8,145
+1,020
+14% +$47.6K 0.04% 599
2022
Q2 		$299K Buy
7,125
+915
+15% +$39.4K 0.03% 714
2022
Q1 		$283K Buy
+6,210
New +$277K 0.03% 726

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return

Schechter Investment Advisors's ORLY Position: Q1 2025 in Review

Schechter Investment Advisors reduced its O'Reilly Automotive (ORLY) stake by 1.9% in Q1 2025, selling an estimated $15.7K and leaving 9,330 shares worth $891K. The position accounts for 0.07% of the portfolio, ranked #251.

Schechter Investment Advisors first reported a position in ORLY in Q1 2022 and has held it in 13 quarters since. 1,549 funds tracked by Wall St. Rank hold ORLY as of Q1 2025.

  • Schechter Investment Advisors held 9,330 shares of O'Reilly Automotive worth $891K as of Q1 2025.
  • Schechter Investment Advisors sold 180 O'Reilly Automotive shares in Q1 2025, an estimated $15.7K.
  • O'Reilly Automotive made up 0.07% of Schechter Investment Advisors's portfolio in Q1 2025, its #251 holding.
  • Schechter Investment Advisors first reported a position in O'Reilly Automotive in Q1 2022 and has held it in 13 quarters since.
  • 1,549 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.