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Threadgill Financial’s O'Reilly Automotive ORLY Stock Holding History

Threadgill Financial’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 		– Sell
-65,007
Closed -$5.86M – 54
2025
Q2 		$5.86M Sell
65,007
-3
-0% -$274 3.14% 9
2025
Q1 		$6.21M Buy
65,010
+49,110
+309% +$4.27M 3.33% 7
2024
Q4 		$1.26M Buy
15,900
+3,435
+28% +$277K 0.67% 21
2024
Q3 		$957K Buy
12,465
+4,485
+56% +$329K 0.57% 25
2024
Q2 		$562K Buy
7,980
+3,435
+76% +$237K 0.26% 38
2024
Q1 		$342K Buy
+4,545
New +$318K 0.15% 49

Other funds holding ORLY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Threadgill Financial's ORLY Position: Q3 2025 in Review

Threadgill Financial sold out of O'Reilly Automotive (ORLY) in Q3 2025, closing a stake of 65,007 shares — an estimated $5.86M sold.

Threadgill Financial first reported a position in ORLY in Q1 2024 and held it in 6 quarters. The position peaked at $6.21M in Q1 2025. 1,676 funds tracked by Wall St. Rank hold ORLY as of Q3 2025.

  • Threadgill Financial reported no remaining O'Reilly Automotive position as of Q3 2025 after selling out during the quarter.
  • Threadgill Financial sold 65,007 O'Reilly Automotive shares in Q3 2025, an estimated $5.86M.
  • Threadgill Financial first reported a position in O'Reilly Automotive in Q1 2024 and held it in 6 quarters.
  • Threadgill Financial's O'Reilly Automotive position peaked at $6.21M in Q1 2025.
  • 1,676 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q3 2025.

Based on Threadgill Financial's 13F filing for Q3 2025, filed 7 Oct 2025.