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

Sheaff Brock 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 		$504K Buy
5,280
+30
+0.6% +$2.61K 0.05% 252
2024
Q4 		$415K Hold
5,250
– – 0.04% 280
2024
Q3 		$403K Hold
5,250
– – 0.04% 290
2024
Q2 		$370K Sell
5,250
-75
-1% -$5.18K 0.03% 293
2024
Q1 		$401K Sell
5,325
-750
-12% -$52.5K 0.03% 316
2023
Q4 		$385K Hold
6,075
– – 0.03% 304
2023
Q3 		$368K Sell
6,075
-750
-11% -$47K 0.03% 292
2023
Q2 		$435K Buy
6,825
+390
+6% +$23.8K 0.04% 285
2023
Q1 		$364K Hold
6,435
– – 0.03% 316
2022
Q4 		$362K Buy
6,435
+135
+2% +$7.26K 0.04% 302
2022
Q3 		$295K Hold
6,300
– – 0.03% 335
2022
Q2 		$265K Buy
6,300
+300
+5% +$12.9K 0.02% 369
2022
Q1 		$273K Sell
6,000
-120
-2% -$5.36K 0.02% 395
2021
Q4 		$288K Hold
6,120
– – 0.02% 396
2021
Q3 		$249K Hold
6,120
– – 0.02% 427
2021
Q2 		$231K Hold
6,120
– – 0.02% 430
2021
Q1 		$207K Buy
+6,120
New +$190K 0.02% 438
2017
Q2 		– Sell
-15,000
Closed -$270K – 639
2017
Q1 		$270K Sell
15,000
-300
-2% -$5.42K 0.04% 420
2016
Q4 		$284K Sell
15,300
-50,580
-77% -$924K 0.04% 419
2016
Q3 		$1.23M Sell
65,880
-18,840
-22% -$353K 0.16% 128
2016
Q2 		$1.53M Sell
84,720
-22,620
-21% -$400K 0.19% 110
2016
Q1 		$1.96M Sell
107,340
-19,905
-16% -$340K 0.24% 90
2015
Q4 		$2.15M Buy
+127,245
New +$2.21M 0.24% 100

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

Sheaff Brock Investment Advisors's ORLY Position: Q1 2025 in Review

Sheaff Brock Investment Advisors increased its O'Reilly Automotive (ORLY) stake by 0.57% in Q1 2025, buying an estimated $2.61K and bringing the position to 5,280 shares worth $504K. The position accounts for 0.05% of the portfolio, ranked #252.

Sheaff Brock Investment Advisors first reported a position in ORLY in Q4 2015 and has held it in 23 quarters since. The position peaked at $2.15M in Q4 2015. 1,549 funds tracked by Wall St. Rank hold ORLY as of Q1 2025.

  • Sheaff Brock Investment Advisors held 5,280 shares of O'Reilly Automotive worth $504K as of Q1 2025.
  • Sheaff Brock Investment Advisors bought 30 O'Reilly Automotive shares in Q1 2025, an estimated $2.61K.
  • O'Reilly Automotive made up 0.05% of Sheaff Brock Investment Advisors's portfolio in Q1 2025, its #252 holding.
  • Sheaff Brock Investment Advisors first reported a position in O'Reilly Automotive in Q4 2015 and has held it in 23 quarters since.
  • Sheaff Brock Investment Advisors's O'Reilly Automotive position peaked at $2.15M in Q4 2015.
  • 1,549 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q1 2025.

Based on Sheaff Brock Investment Advisors's 13F filing for Q1 2025, filed 7 May 2025.