Taylor Hoffman Wealth Management’s O'Reilly Automotive ORLY Stock Holding History

Taylor Hoffman Wealth 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
2024 Q2	$309K	Hold	4,560	–	–	0.13%	95
2024 Q1	$343K	Hold	4,560	–	–	0.15%	88
2023 Q4	$289K	Hold	4,560	–	–	0.13%	93
2023 Q3	$276K	Hold	4,560	–	–	0.14%	91
2023 Q2	$290K	Hold	4,560	–	–	0.15%	91
2023 Q1	$258K	Hold	4,560	–	–	0.14%	97
2022 Q4	$257K	Buy	+4,560	New	+$245K	0.16%	91
2020 Q3	–	Sell	-3,000	Closed	-$84K	–	286
2020 Q2	$84K	Buy	+3,000	New	+$78.4K	0.05%	161
2020 Q1	–	Sell	-3,000	Closed	-$88K	–	299
2019 Q4	$88K	Hold	3,000	–	–	0.06%	172
2019 Q3	$80K	Hold	3,000	–	–	0.06%	175
2019 Q2	$74K	Hold	3,000	–	–	0.06%	171
2019 Q1	$78K	Hold	3,000	–	–	0.06%	160
2018 Q4	$69K	Buy	+3,000	New	+$68.3K	0.06%	152

Other funds holding ORLY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Taylor Hoffman Wealth Management's ORLY Position: Q2 2024 in Review

Taylor Hoffman Wealth Management held its O'Reilly Automotive (ORLY) position steady in Q2 2024 at 4,560 shares worth $309K. The position accounts for 0.13% of the portfolio, ranked #95.

Taylor Hoffman Wealth Management first reported a position in ORLY in Q4 2018 and has held it in 13 quarters since. The position peaked at $343K in Q1 2024. 1,393 funds tracked by Wall St. Rank hold ORLY as of Q2 2024.

Taylor Hoffman Wealth Management held 4,560 shares of O'Reilly Automotive worth $309K as of Q2 2024.
Taylor Hoffman Wealth Management left its O'Reilly Automotive share count unchanged in Q2 2024.
O'Reilly Automotive made up 0.13% of Taylor Hoffman Wealth Management's portfolio in Q2 2024, its #95 holding.
Taylor Hoffman Wealth Management first reported a position in O'Reilly Automotive in Q4 2018 and has held it in 13 quarters since.
Taylor Hoffman Wealth Management's O'Reilly Automotive position peaked at $343K in Q1 2024.
1,393 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q2 2024.

Based on Taylor Hoffman Wealth Management's 13F filing for Q2 2024, filed 9 Aug 2024.