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Steward Partners Investment Solutions’s O'Reilly Automotive ORLY Stock Holding History

Steward Partners Investment Solutions’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
2024
Q1 		$2.68M Buy
35,595
+31,470
+763% +$2.2M 0.45% 55
2023
Q4 		$261K Buy
+4,125
New +$261K 0.11% 121

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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Steward Partners Investment Solutions's ORLY Position: Q1 2024 in Review

Steward Partners Investment Solutions increased its O'Reilly Automotive (ORLY) stake by 763% in Q1 2024, buying an estimated $2.2M and bringing the position to 35,595 shares worth $2.68M. The position accounts for 0.45% of the portfolio, ranked #55.

Steward Partners Investment Solutions first reported a position in ORLY in Q4 2023 and has held it in 2 quarters since. 1,386 funds tracked by Wall St. Rank hold ORLY as of Q1 2024.

  • Steward Partners Investment Solutions held 35,595 shares of O'Reilly Automotive worth $2.68M as of Q1 2024.
  • Steward Partners Investment Solutions bought 31,470 O'Reilly Automotive shares in Q1 2024, an estimated $2.2M.
  • O'Reilly Automotive made up 0.45% of Steward Partners Investment Solutions's portfolio in Q1 2024, its #55 holding.
  • Steward Partners Investment Solutions first reported a position in O'Reilly Automotive in Q4 2023 and has held it in 2 quarters since.
  • 1,386 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q1 2024.

Based on Steward Partners Investment Solutions's 13F filing for Q1 2024, filed 15 May 2024.