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Stonegate Investment Group’s O'Reilly Automotive ORLY Stock Holding History

Stonegate Investment 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
Q3 		$4.13M Sell
38,345
-66
-0.2% -$6.63K 0.1% 91
2025
Q2 		$3.46M Buy
38,411
+1,496
+4% +$136K 0.09% 96
2025
Q1 		$3.53M Sell
36,915
-1,155
-3% -$100K 0.09% 83
2024
Q4 		$3.01M Buy
38,070
+630
+2% +$50.8K 0.08% 94
2024
Q3 		$2.87M Buy
37,440
+630
+2% +$46.3K 0.08% 100
2024
Q2 		$2.59M Buy
36,810
+26,295
+250% +$1.82M 0.07% 100
2024
Q1 		$791K Sell
10,515
-75
-0.7% -$5.25K 0.02% 182
2023
Q4 		$671K Sell
10,590
-375
-3% -$23.7K 0.02% 187
2023
Q3 		$664K Sell
10,965
-30
-0.3% -$1.88K 0.02% 178
2023
Q2 		$700K Buy
10,995
+225
+2% +$13.7K 0.02% 184
2023
Q1 		$610K Buy
10,770
+390
+4% +$21.4K 0.02% 187
2022
Q4 		$584K Buy
10,380
+345
+3% +$18.6K 0.03% 190
2022
Q3 		$471K Sell
10,035
-1,365
-12% -$63.6K 0.02% 188
2022
Q2 		$480K Buy
11,400
+15
+0.1% +$645 0.02% 189
2022
Q1 		$520K Sell
11,385
-1,470
-11% -$65.7K 0.02% 175
2021
Q4 		$605K Buy
+12,855
New +$556K 0.03% 163

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Stonegate Investment Group's ORLY Position: Q3 2025 in Review

Stonegate Investment Group reduced its O'Reilly Automotive (ORLY) stake by 0.17% in Q3 2025, selling an estimated $6.63K and leaving 38,345 shares worth $4.13M. The position accounts for 0.1% of the portfolio, ranked #91.

Stonegate Investment Group first reported a position in ORLY in Q4 2021 and has held it in 16 quarters since. 1,674 funds tracked by Wall St. Rank hold ORLY as of Q3 2025.

  • Stonegate Investment Group held 38,345 shares of O'Reilly Automotive worth $4.13M as of Q3 2025.
  • Stonegate Investment Group sold 66 O'Reilly Automotive shares in Q3 2025, an estimated $6.63K.
  • O'Reilly Automotive made up 0.1% of Stonegate Investment Group's portfolio in Q3 2025, its #91 holding.
  • Stonegate Investment Group first reported a position in O'Reilly Automotive in Q4 2021 and has held it in 16 quarters since.
  • 1,674 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q3 2025.

Based on Stonegate Investment Group's 13F filing for Q3 2025, filed 3 Nov 2025.