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Synergy Asset Management’s O'Reilly Automotive ORLY Stock Holding History

Synergy Asset Management’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 		– Sell
-600
Closed -$46.1K – 600
2024
Q4 		$46.1K Buy
+600
New +$48.4K ﹤0.01% 283
2022
Q3 		– Sell
-16,860
Closed -$710K – 126
2022
Q2 		$710K Buy
16,860
+4,335
+35% +$187K 0.19% 61
2022
Q1 		$572K Buy
+12,525
New +$559K 0.14% 67
2021
Q1 		– Sell
-151,365
Closed -$4.57M – 105
2020
Q4 		$4.57M Buy
+151,365
New +$4.57M 1.43% 33

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

Synergy Asset Management's ORLY Position: Q1 2025 in Review

Synergy Asset Management sold out of O'Reilly Automotive (ORLY) in Q1 2025, closing a stake of 600 shares — an estimated $46.1K sold.

Synergy Asset Management first reported a position in ORLY in Q4 2020 and held it in 4 quarters. The position peaked at $4.57M in Q4 2020. 1,549 funds tracked by Wall St. Rank hold ORLY as of Q1 2025.

  • Synergy Asset Management reported no remaining O'Reilly Automotive position as of Q1 2025 after selling out during the quarter.
  • Synergy Asset Management sold 600 O'Reilly Automotive shares in Q1 2025, an estimated $46.1K.
  • Synergy Asset Management first reported a position in O'Reilly Automotive in Q4 2020 and held it in 4 quarters.
  • Synergy Asset Management's O'Reilly Automotive position peaked at $4.57M in Q4 2020.
  • 1,549 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q1 2025.

Based on Synergy Asset Management's 13F filing for Q1 2025, filed 22 Apr 2025.